Debra Powell is a financial advisor with Stifel in Zionsville, Indiana, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2017, following a three-year tenure at City Securities Corporation. Powell also serves as a notary public in Indiana, providing notarization services related to her work at Stifel. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services alongside fee-based financial planning. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jason Johnson is a financial advisor at Edward Jones in Brownsburg, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is involved in maintaining a commercial rental property. 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 solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors.

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Trevin Poole is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Andrew Mardar is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has held roles at OSAIC Wealth Inc and Engage Financial Group/Osaic Wealth since 2025. Outside of his advisory work, he has been involved with The Hawthorns Golf and Country Club since 2023. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account platforms, using firm-provided asset-allocation tools and third-party services to construct portfolios.

Justin Smith is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Merrill since 2002 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation, contributing to fundraising and volunteer activities focused on children with life-threatening conditions in Indiana. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader capital-markets platform and emphasizes tax-efficient strategies and manager selection in its service offerings.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Kristen Miller is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Jeremy Coons is a financial advisor at Edward Jones in Carmel, IN, holding CFP® and Series 66 credentials with 14 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., JPMorgan Securities LLC, TD Ameritrade, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Gregory Flynn is a CFP® professional with 10 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and was previously with Edward Jones from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Allen Woods is a Certified Financial Planner® with 27 years of industry experience. He has been with Edward Jones since 1998 and is based in Lebanon, IN. Woods serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Perry Jr. is a CFP®-certified financial advisor with LPL Financial, based in Zionsville, IN, and has 41 years of industry experience. He previously worked at City Securities Corporation and Raymond James & Associates. Perry also serves as a volunteer alumni advisor for Delta Tau Delta at Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a range of advisor tools and extensive non-advisory financial services.

Brett Esselburn is a financial advisor with Equitable Advisors in Zionsville, IN, holding a Series 66 designation and 20 years of industry experience. His career includes previous roles at Oneamerica Securities and American United Life, as well as earlier tenures with Equitable Advisors and PST Advisors. Equitable Advisors serves individuals, plans, corporations, and institutional clients with financial planning, retirement consulting, and asset management programs, utilizing a variety of firm-offered and third-party advisory models. The firm’s approach involves assessing client information and risk tolerance to match appropriate investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donna Perkey is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Kameron Troxell is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple divisions of J.P. Morgan since 2015, with prior experience at Uber. 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 in its recommendations.

Patrick Gothard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Boston Beer Corporation, MML Investors Services, Westpoint Financial Group, and MassMutual Life Insurance Company. Outside of finance, he has experience working at Walt's Other Pub and has been involved with the Zeta Chapter of Phi Gamma Delta. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Wagoner is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and APEX Wealth Services LLC. His background includes roles supporting client services and financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Alex Shrewsbury is a CFP® professional with three years of industry experience. He has been with Edward Jones since 2022 and previously worked at Ahead LLC from 2015 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Vincenzo Fabrizi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Merrill since 2022 and previously worked at RepuCare, Ahimsa, and DoorDash. Fabrizi serves as a board member for Butler University's Young Alumni Chapter, an unpaid role focused on alumni engagement, fundraising, and student connections. Merrill, along with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.