Rene Wien is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked briefly at Uber and Smokey Bones Bar and Fire Grill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decisions.

Jim Wolf is a financial advisor at LPL Financial in Fishers, Indiana, with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with LPL Financial since 2009. Since 2015, he has also been associated with Elements Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Corinne Komarnicki is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Gaylord Archival, Pall Corporation, and JAS Recruitment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Craig Scholtes is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Michael Johnson is a financial advisor with Thrivent Investment Management in Carmel, IN, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Thrivent, he worked in various roles including at CICOA Aging & In-Home Solutions, Inc. and CliftonLarsonAllen LLP, and he has a background as a CPA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through a consolidated billing option.

Sean Dixon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Morgan Stanley in various roles since 2016. 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, using quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment recommendations.

Chris Hauser is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their unique needs. He collaborates with clients to identify strategies that support their financial goals and wealth planning requirements. Prior to joining Fidelity Investments in 2024, Chris worked as a Wealth Advisor at Charles Schwab from 2017 to 2024. There, he gained experience in advising clients on wealth management and financial planning. Outside of his professional role, Chris has personal interests that include baseball, football, golf, being a parent, spending time with pets, and exploring culinary experiences as a foodie.

Brant Buczkowski is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Financial Advisor at Thrivent Financial. Brant focuses on assisting clients with protecting and growing their wealth through holistic planning and investment strategies. He works with clients to understand their goals and aspirations in order to develop actionable plans aimed at achieving financial stability and freedom. Outside of his professional work, Brant has personal interests that include baseball, board games, family activities, golf, and traveling.

Stephen Brennan is a CFP® professional affiliated with LPL Financial, based in Carmel, Indiana, with 16 years of industry experience. He has been associated with LPL Financial since 2009 and has operated Elements Wealth Management since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Samuel Caley is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Prior to entering financial services, his work background includes roles in education and local business. 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 under management and offers a range of advisory strategies alongside affiliated mutual funds, operating under a fiduciary standard.

Bryce Marsh is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various roles from 2018 to 2026. His background also includes experience outside the financial industry in the restaurant sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses across a broad range of planning topics, with services that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Amanda Sylvester is a Series 66 licensed financial advisor with Edward Jones, based in Cicero, IN. She has 10 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she is the sole member of Tengile LLC, a real estate holding company. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Adam Barber is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and North Salem State Bank. His background also includes roles outside finance, such as teaching at Purdue University and employment in community school systems and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s planning services have been available since 1998 and can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Joseph Copeland Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Stifel Nicolaus before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

Logan Petre is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, Fifth Third Bank, and JPMorgan Chase Bank. Petre serves as treasurer and board member for Indy Hygiene Hub, a nonprofit providing essential hygiene items to families in Central Indiana. 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 an ESG eligibility framework.

Alexander Taylor is a financial advisor with Thrivent Investment Management in Carmel, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at FOCUS and Ball State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Joseph Misner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Thrivent, he worked at Zotec Partners and Salesforce. Outside of his advisory role, Misner works part-time as a food delivery driver for DoorDash and Uber Eats. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning engagements separately from portfolio management.

Michael Dickerson is a CFP® and ChFC® with 26 years of industry experience. He is currently with OSAIC, having joined in 2024 after 24 years at Woodbury Financial Services Inc. He is also president of Dickerson Wealth Advisers, Inc., managing fixed insurance business and student loan planning services. OSAIC serves a diverse client base including individual and institutional investors through a wide network of advisers, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.