Brian Robinson is a financial advisor with Fisher Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at World Equity Group, Inc., The Leaders Group, Inc., Wealthvest Marketing, Inc., Trade Risk Guaranty, and Viralhog. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk-management strategies.

Joe Mercer is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory process.

Jeremiah Rader is a CFP® with six years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Securities America, Inc. He also operates Rader Financial Services as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Hannah Edmonds is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Johnson & Johnson and Chick-fil-A. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Karen Wolffis is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as treasurer for Indianapolis Information Services, a public outreach service of Al Anon Family Groups. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Brown is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Brown serves on the Board of Directors for the Indianapolis Chamber Orchestra. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Peter Lougheed is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of KOLT Holdings LLC, a real estate business based in Fishers, Indiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joseph Kelley is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and scenario modeling as part of its comprehensive approach to wealth management.

Sarah Tom is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously spent time at Evereve and City Securities Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of retail and institutional investment solutions.

Marc Pellissier is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2005. He is based in Indianapolis, IN. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Heather Swartzell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she serves on the board and as Treasurer of Coburn Place, a transitional housing organization for survivors of intimate partner violence. J.P. Morgan Securities 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 recommendations.

Grant Weber is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. He has worked at Bank of America and Merrill since 2020 and has previously been affiliated with The Heritage Group. Outside of his advisory role, Weber performs stand-up comedy at various venues in Indianapolis, typically participating in open mic nights with short sets. 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.

Sean Larkins is a financial advisor at Stifel with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. He also has experience working with Indiana University Recreational Sports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lara Shelton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016, including the Morgan Stanley Private Bank, National Association since 2017. Outside her advisory role, she is the owner of Lucky Designs, LLC, a retail business in Fairway, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

John Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing long-term financial strategies for families and individuals. Since becoming a licensed Financial Advisor in 2004, he has focused on creating customized wealth management plans that address clients’ personal and business financial needs. His approach emphasizes understanding clients' current situations and future goals to deliver disciplined investment strategies adaptable to changing economic conditions. John joined Merrill in 2009 as a Vice President and Senior Financial Advisor, following previous experience with Smith Barney. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor (PIA) designations. He earned a B.S. degree in Aeronautical Engineering from Purdue University in 1990 and an M.B.A. from Stanford University in 1992. Fluent in both English and Spanish, John serves clients with a comprehensive understanding of diverse financial planning needs, including college education, legacy planning, and executive compensation. Residing in Carmel, Indiana, John lives with his wife, Mary Kay, and their two sons, Jeremy and Jason. He dedicates time to community involvement through volunteer work with United Way. Outside of his professional life, he enjoys activities such as antiquing, biking, golfing, hiking, racquetball, tennis, traveling, watching movies, yoga, and spending time with his family.

Corey Jeanor is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Humes is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, utilizing models and research from internal and third-party sources.

Joseph Perry is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 credential and two years of industry experience. He also owns Beuford Capital Partners LLC, a personal investment company focused on purchasing tax liens. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Linda Nolting is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2009 and also serves as an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Kathryn Gayde is a financial advisor at Morgan Stanley in Indianapolis, holding Series 65 and Series 63 licenses with 10 years of industry experience. She worked at Stifel for 10 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs using structured planning tools and proprietary investment models.