Gregory Knecht is a Series 66 licensed financial advisor with Edward Jones, based in Greenfield, IN. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he owns and maintains a commercial rental property. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Krista Scott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JP Morgan Chase Bank and J.P. Morgan Securities since 2016, including prior roles at GWFS Equities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Wirey Jr. is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America since 1988. He serves on the nonprofit board of Church of the Lakes, assisting the pastor in community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and insurance services.

Fermon Owens is a financial advisor with LPL Enterprise in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Securities LLC, JP Morgan Chase Bank, and MSI Financial Services. Owens was also involved with Oasis Of Hope Baptist Church from 2019 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Jacob Martin is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds the ChFC® designation and has 12 years of industry experience, having worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager services and educational seminars.

Michael Dunn is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Ronald Blue Trust and Charles Schwab. He also serves as an investment advisor representative for Cornerstone Financial Advisory in Indianapolis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals who tailor strategies across multiple custody platforms and investment approaches.

Joseph Stoutner is a financial advisor with Ameriprise Financial Services, Inc. in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Stoutner serves as Treasurer for the nonprofit Wabash College Inc. and is Vice President of NexGen, a nonprofit organization in Indianapolis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tax-efficient, income-focused recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Plank is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and offering 23 years of industry experience. He has worked with MML Investors Services and MassMutual since 2005 and has been involved with Westpoint Financial since 2002. Outside of advisory work, he is engaged in sales activities related to health services through Westpoint Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented financial planning using firm-approved tools.

Nathaniel Robinson is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. Outside of his advisory role, he is co-owner of Peanut Montessori LLC, an education-related business where he assists with administrative tasks. Charles Schwab & Co., Inc. serves a large client base including high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment approaches supported by multi-asset model portfolios and a centralized operational structure.

Lynsey Hazelwood is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at ReJoyce Financial, LLC and several service industry companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated custody and brokerage services, and multi-asset model portfolios.

Lisa Lauria is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 29 years of industry experience. Her prior work includes roles at Charles Schwab and Thurston Springer Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Matthew Weaver is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His work history includes positions at Commonwealth Financial Network and Resource Planning Group. Outside of his advisory role, Weaver is a professional ultimate frisbee player for the Indianapolis Alleycats. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

David Hardacre is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors Inc. and Ameriprise. Outside of advising, he serves as president of Covenant Financial Architects LLC and acts as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, leveraging a large network of advisors and advanced operational tools.

Jeremy Sassanella is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and The Huntington National Bank, among other related entities. 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.

John Franz is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining RBC in 2017, he worked at City Securities Corporation for 13 years and briefly at several firms including Noyes Advisors LLC and Stifel Nicolaus & Co Inc. He serves on the Board of Directors for JoJo's Jumpstart Foundation, which provides scholarships for graduating high school students. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a mix of in-house and third-party investment managers and emphasizes customizable strategies aligned with clients’ risk profiles.