Orion Foster III is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at American Funds for 12 years before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs within an integrated custody and brokerage platform.

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine various portfolio management styles with firm research and model manager options.

Justin Wirey is a financial advisor at LPL Enterprise with a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, asset management access, and insurance-related services.

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.

Ronald Lacis is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1994, with a brief tenure at OptionsXpress, Inc. from 2016 to 2017. Based in Indianapolis, IN, he has extensive experience within a major institutional firm. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and research-driven due diligence on alternative investments.

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.

Edward Ochoa is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Greenwood, IN. He has worked at Ameriprise and affiliated entities since 1990 and had a brief tenure at LPL Financial in 2019. Outside of his advisory role, he plays bass guitar in a band. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.

Locksley Todd is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2017. His prior roles include positions at Global Resources LLC, e-Campus Jamaica Stock Exchange, Aquatic Works Limited, and the Franciscan Missionary Sisters (Our Lady of the Poor) Aquatic Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brian Lebowitz is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses with four years of industry experience. His previous roles include positions at Indiana University, First National Bank, and Franklin College. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by a large, integrated operational structure.

Timothy Ahrens is a financial advisor at Charles Schwab in Indianapolis, Indiana, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

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.

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.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

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.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Paul Watko is a Series 66-credentialed advisor with over 21 years of industry experience. He has worked at LPL Financial since 2015 and also conducts investment-related activities through Eminent Wealth Strategies. His prior roles include positions at M HOLDINGS SECURITIES, Inc. and Mack Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Stark Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior experience includes 13 years at Cetera before joining Ameriprise in 2013. Outside of his advisory role, he operates a tax preparation business as a certified public accountant. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm's approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.