David Hudson is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lyft and Target Corporation, as well as various positions within the JPMorgan Chase organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brady O'Connor is a financial advisor with Osaic Wealth, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. He also operates O’Connor Financial Services LLC, providing financial planning and investment advisory services. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

Brent Mannix is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2002 and at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A., and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management provides financial advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured processes and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Heidi Hutchison is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2019, she worked at David A. Noyes, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Doodeman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its related entity since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Daniel Gillin is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016, following a brief period at Tokio Marine. Gillin serves as an at-large member of the parish council at St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program while maintaining separate planning and portfolio management services.

Joni Kisner is a financial advisor at Edward Jones with a Series 66 designation and over six years of experience, including prior work with the Danville Community School Corporation. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kelly Cropp is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Dailey is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has worked at several firms, including Royal Alliance, OneAmerica Securities, American United Life, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Martin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a general partner and performer in a barbershop quartet called Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Wagner is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is a partner in Medley Partners LLC, a business entity formed to manage liability related to real estate leasing for his branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and governmental entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Evan Griffin is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to that, he worked at City Securities Corporation for three years. He is also a member of the Indianapolis Zoo Council, participating in a young professional social organization associated with the zoo. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and government entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses, with clients maintaining discretion over implementation.

Sergio Corrente is a Series 66-licensed financial advisor with Merrill in Indianapolis, IN, bringing two years of industry experience. His prior roles include positions at Bank of America, KeyBank, and Equitable Advisors. Outside of finance, he has been involved with soccer organizations such as Juventus FC USA and FC Pride. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Kyle Zachmann is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services and Oak Street Funding. Outside of his advisory role, he is a partner in Zachmann Family Investments, LLC, focusing on private equity co-investments with his father. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and use of sophisticated planning tools, serving clients through tailored financial plans and a broad range of investment offerings.

Andy Floyd is a financial advisor at Merrill with over 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies created by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Giles is a financial advisor with Edward Jones in Brownsburg, IN. He holds the Series 66 designation and began his career in 2025. Prior to joining Edward Jones, he held positions at Republic Airways, Eli Lilly & Company, L.M Henderson & Co., Allison Transmission, Marian University, and Brownsburg School Systems. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Brandon Sholtis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner and partner of Sholtis Properties LLC, a small real estate business focused on managing rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.