Richard Greco is a financial advisor with LPL Financial in Brownsburg, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of his advisory role, he performs as a musician in a six-piece band. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by research and a variety of specialized investment strategies.

Kyle Archer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan, he held positions at Penguin Random House, International Paper, and Nucor Steel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence, integrating an ESG eligibility framework in its recommendations.

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a diverse client base 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 that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011. 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. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized institutional services.

Brandon Dean is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and seven years of industry experience. His prior roles include nine years with Bank of America/Merrill Lynch and a position as a general partner at Simple Shipping Solutions LLC, a box truck delivery business where he acts as a passive investor. 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.

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. 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 when recommending strategies.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Witte is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked with LPL Financial since 2017 and previously spent 17 years at Investment Centers of America. Outside of his advisory role, he owns Witte Tax Service and is president and owner of C&M Utility, Inc., a waste treatment facility. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party subadvisors.

John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jason Stucky is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory role, he serves as a member and treasurer of the Hazelwood Community Association. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Jaime Morphet is a financial advisor with LPL Financial and holds Series 65 and Series 63 designations. He has nine years of industry experience, including roles at BMO Harris Bank and BMO Bank NA. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party managers.

Michael Harper is a financial advisor with LPL Financial in Plainfield, Indiana, holding a Series 66 credential and having 26 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he coaches girls basketball, football, and baseball at Plainfield Community School Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Bell is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining MassMutual, he worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he serves as president and executive director of Community Transformation Partners, a housing and development organization focused on recovery, and is also involved in insurance brokerage. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software tools and offers a range of educational and planning programs.

Austin Hofsommer is a financial advisor with Edward Jones in Avon, IN, holding a Series 66 credential and seven years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he serves as an elder at Our Fathers House church in Indianapolis, where he participates in leadership, Bible studies, and occasional preaching. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Benjamin Lynk is a financial advisor at Edward Jones in Avon, IN, holding a Series 66 designation and currently in his first year with the firm. His prior experience includes roles at Reeder Trausch Marine and positions in educational institutions such as IUPUI, Depauw University, Parke Heritage High School, and Turkey Run High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Bryan Greene is a financial advisor at Edward Jones in Avon, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Republic Airways from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.