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.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities in Plainfield, Indiana, holding Series 63 and Series 66 designations and 28 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach integrates quantitative and qualitative research to develop model asset allocations and offers access to derivatives and commodities capabilities through affiliated entities.

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 with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 registrations and nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner of Sholtis Properties LLC, a real estate business focused on managing rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include an ESG eligibility framework.

David Cotton is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2016, after previous roles at United Capital Financial Advisors and CS Capital Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she is the sole proprietor of an event planning and interior design business and serves on the boards of the Be Nimble Foundation and the Indianapolis Cultural Trail, where she holds leadership positions related to finance and investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers specialized derivatives and commodities capabilities.

Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Justin Smith is a financial advisor with Merrill in Zionsville, Indiana, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Merrill since 2002 and Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation in Indiana, contributing to fundraising and volunteer training for children with life-threatening conditions. 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.

Matthew Henning is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, offering a range of retail and institutional financial services.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perry is a CFP® professional with six years of industry experience. He currently works at Osaic and previously spent five years at American Portfolios Financial Services, Inc. Outside of advising, Perry is involved as a partner in an insurance business focusing on life and health products and operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activities, and complex affiliate network.

Andrea Santiago is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Prior to this, she worked at Gizmo's Galleria / 3 Generations for four years. Santiago is also a partner in Medley Partners, LLC, an LLC created to manage liability related to real estate leases for her branch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing tailored, non-discretionary plans supported by various portfolio management styles and affiliated research.

Jill Minkner is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank from 2014 to 2026. Outside of her advisory work, she owns a retail business selling products on Amazon and rents out her pool through the Swimply app. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Travis Walton is a financial advisor with LPL Financial in Carmel, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has been associated with Edgewater Payments since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Rachel Rose is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. She has worked at Merrill since 2021 and previously held roles at Manpower and Diamond Resorts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of model-based and discretionary investment strategies developed by internal and third-party managers.

Kyle Tullis is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2017 and holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he operated the Tullis Household for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, utilizing firm-approved tools and methodologies to support client planning needs.