Brent Mannix is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2002 and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Justin Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A., and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management provides financial advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured processes and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Michael Bullick is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior roles include positions at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he has been involved with Asbury Country Church since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products via an integrated platform.

Heidi Hutchison is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Merrill since 2019, with prior roles at David A. Noyes and Wells Fargo Clearing. 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, and other fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

Lauren Doodeman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its related entity since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kevin Dolen is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2009. He is based in Indianapolis, IN. Outside of his advisory role, he is involved in a chain of comic book stores and assists with a neighborhood restaurant owned by his spouse. He also serves on the board of directors for the Sigma Alpha Epsilon Social Fraternity. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, offering written recommendation reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, leveraging both automated and team-reviewed recommendations.

Nicholas Van Fossen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at SNVF Capital and Boyd Gaming. He spent four years in full-time education before entering the financial services industry. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Gillin is a financial advisor with Thrivent Investment Management in Greenwood, Indiana, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016 and briefly worked at Tokio Marine in 2016. Outside of his advisory role, he serves as an at-large member of the St. Jude Catholic Church Parish Council. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics without discretionary trading authority and combines planning with managed-account options under a consolidated billing system.

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and operated Cromer & Company for over four decades. Cromer is also a volunteer member of the Knights of Columbus in Indianapolis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Joni Kisner is a financial advisor at Edward Jones with a Series 66 designation and over six years of experience, including prior work with the Danville Community School Corporation. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm that serves 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.

Kelly Cropp is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jill Dailey is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019, following roles at Royal Alliance, OneAmerica Securities, American United Life, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Timothy Martin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a general partner and performer in a barbershop quartet called Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jake Steslicki is a financial advisor with Fidelity in Indianapolis, IN, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Prudential Advisors, Federated Mutual Insurance Company, and Foguth Financial Group, along with academic work at the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Wagner is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is a partner in Medley Partners LLC, a recently formed business entity intended to manage liability related to real estate leasing for his branch. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, providing wealth advisory and investment consulting services to a diverse client base including individuals, institutions, and government entities. The firm emphasizes non-discretionary planning and consulting, supported by a broad affiliate network and specialized municipal and public finance capabilities.

Evan Griffin is a CFP® professional with 12 years of industry experience, currently affiliated with Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for three years. He is a member of the Indianapolis Zoo Council’s young professional social organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Caleb Riddle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2021, he worked at Amazon and Donatos Pizza. He was also briefly affiliated with the Indianapolis Yacht Club in 2021. Charles Schwab serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized supervision and custody.

Susan Christ is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. She holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to her current role since 2017, she worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as an independent insurance agent and explores life settlement options through a separate financial advisory role. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides event-driven planning programs including estate and employer-sponsored planning.

Adam Glowacki is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Charles Schwab since 2008 and has worked at Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.