Matthew Zacarias is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with Charles Schwab from 2015 to 2018. 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 team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Stuart Spencer is a financial advisor at Edward Jones in Zionsville, IN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Velde Cadillac Buick GMC from 2014 to 2017. 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.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America, and he has also worked at Noblesville High School. 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 an ESG eligibility framework to support investment recommendations.

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 designations and over 30 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and affiliated with Cambridge Investment Research, Inc. since 2011. Outside of advising, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm provides multiple investment platforms and proprietary models, with options for discretionary and non-discretionary management tailored to client objectives.

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.

Kenneth Nocton is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, managed solutions, and affiliated mutual funds, operating under a fiduciary standard with a widespread network of financial advisors and branch offices.

Rick Dodson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase. Outside of his financial career, he occasionally referees youth soccer games. 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, including managed solutions and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Duane Haley is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2025, following nine years at Cambridge Investment Research Advisors and ongoing management of his own wealth advisory business, Cornerstone Financial Advisory DJH LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Beth Helm is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds a Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Ball is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Raymond James Financial and Bsh Financial and is also involved with LGL Investment Partners, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Lutterman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at The Huntington Investment Company, FIFTH THIRD SECURITIES, Inc., Key Investment Services LLC, and Chase Investment Services Corp. He has also been involved with Madison Park Church since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team, emphasizing dependable income sources and tax-aware withdrawal strategies.

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.

Zachary Schroeder is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked at Northwestern Mutual and has been with Edward Jones since 2018, with a brief gap in 2019. Outside of advising, he manages a residential rental property in Whitestown, Indiana. 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 large network of financial advisors and branch offices nationwide.

Tamara Turner is a financial advisor with Edward Jones in Lebanon, IN, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Michael Mann is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC/True Point and has professional experience outside of financial services at companies including Medline and HillRom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.