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 40 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Kelley holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, leveraging economic models and simulations to assist clients in developing personalized financial plans.

Sarah Tom is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2017. Prior to that, she was employed at Evereve and City Securities Corporation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Marc Pellissier is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent four years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations in its advisory process.

Heather Swartzell is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, following positions at Charles Schwab and JPMorgan Chase Bank. Outside of her advisory role, she serves on the board of Coburn Place, a transitional housing organization for survivors of intimate partner violence, where she acts as Treasurer and participates on the finance committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Stifel, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. He has held various roles including positions related to education and recreational sports at Indiana University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

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 financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Merrill since 2009 and concurrently associated with Bank of America, N.A. since 2011. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from integration with Bank of America affiliates across trading, lending, and capital markets.

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 Series 66-licensed financial advisor with 11 years of industry experience. He currently works at LPL Financial and previously held positions at Edward Jones and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Perry is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. He is the owner of Beuford Capital Partners LLC, a personal investment company that purchases tax liens, operated with minimal weekly commitment. Prior to his current role, Perry has worked at Morgan Stanley and Oxford Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.

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.

Justin Clapp is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He previously worked at Nationwide Investment Services Corporation, Total Wealth Planning, LLC, Ronald Blue Trust, and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Gayde is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Stifel from 2015 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Chase Moser is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Chatham Hills and has entrepreneurial experience as the owner of KCO Yearbooks. He is also involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jorge Hernandez is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at The Huntington Investment Company, Merrill, Bank of America, JPMorgan Chase Bank, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Sean Stuczynski is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Parkland Securities for 16 years. He is also the owner and president of Campbell Street Wealth Management in Indianapolis and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jonathan Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His career includes roles at UBS Financial Services from 2001 to 2012 and Morgan Stanley since 2012. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.