Janice Cope is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Based in Indianapolis, IN, her career has been focused within this firm over the past 11 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.

Mandy Cothron is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a broad set of financial products and services beyond traditional investment management.

Morris Hancock is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2002, he has provided financial guidance focused on helping families, corporate executives, and business owners develop and implement personalized financial plans. His approach emphasizes tax-efficient strategies tailored to meet clients' goals, particularly in areas such as executive compensation, concentrated stock strategies, estate planning, multigenerational wealth transfer, and life transitions including retirement and divorce. Hancock also serves clients in areas including college education planning, legacy planning, retirement income, and LGBT wealth planning. Hancock holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC®) designation, and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University/Purdue University at Indianapolis. He leads a multigenerational team dedicated to the prudent stewardship of client wealth and delivering personalized service to multiple generations of families. Outside of his professional role, Hancock is a devoted father of three sons. He enjoys outdoor activities such as boating, football, golfing, hiking, hunting, tennis, as well as music and photography. He values being of service to others in all areas of his life and aims to positively impact those he interacts with both professionally and personally.

John Kaiser is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he co-owns Kaiser and Associates LLC, where he manages his Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Brielle Forler is a financial advisor at Fidelity Investments with one year of industry experience. She holds the Series 66 designation and has prior experience working at Democracy Federal Credit Union for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Jessica Norris is a CFP® with 38 years of industry experience and has been with Raymond James & Associates since 2015. She holds a Series 63 license and operates out of Carmel, IN. Outside of her advisory role, she serves as a power of attorney for a family member. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, including public finance and municipal services.

Lindsey Lankford is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2024, Lindsey worked at Wells Fargo Clearing and Merrill. She holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, supporting clients in implementation and updates while generally acting in an advisory capacity.

Zachary Miskovic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Northwestern Mutual and Berkshire Hathaway Home Service Indiana Realty. Outside of finance, he is involved in youth hockey coaching and player development for high school teams in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning without portfolio management or institutional advisory services.

Christine Konvolinka is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Osaic since 2018, having previously been with Signator Investors, Inc. from 2016 to 2018. She serves as president of the Ohio State Alumni Club of Greater Indianapolis. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Brent Edwards is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan Securities in 2025, he spent 20 years at Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Gabriella Clark is a Series 66 licensed financial advisor at Morgan Stanley in Indianapolis, IN, with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held various roles in the retail and service sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and having 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Michael Grassmyer is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Niemczura Wealth Management Group and Raymond James Financial Services, as well as The Capital Group Companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Michael Carlson is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2013 and operates his own business under the name Carlson Wealth Advisors. In addition to financial advising, he is also licensed as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of advisory services including portfolio management, financial planning, and retirement services, with access to various investment strategies and third-party managers.

Daniel Haynes is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he spent 15 years with OneAmerica Securities and American United Life. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.

Jason Nortell is a financial advisor with Equitable Advisors in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the Hoosier Lottery and United Parcel Service. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, tailoring services through a documented client intake process and offering both advisory and brokerage channels.

Frank Becherer is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2020 and previously worked at Sanctuary Advisors and Sanctuary Securities. He is also the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored advisory services, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Drew Dimond is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent nearly two decades at Cambridge Investment Research Advisors. His other activities include involvement with a tax and investment-related business entity and longstanding engagement in non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources to support diversified investment strategies.

Carlos Ramirez is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 9 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and also owns Investment Holdings, LLC, a holding company for purchased businesses, as well as Prime Finders, LLC, an e-commerce store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.