Christopher Rosser is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Greenwood, IN. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Corey Cordray is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including J.P. Morgan Securities and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Craig Clements is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Waddell & Reed, Principal Financial Services, Ameriprise, and various insurance carriers. He operates a DBA related to his LPL business under WRI Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services and investment programs, combining large-scale financial activities with an extensive network of over 22,800 advisors.

Julia Phillips is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Phillips has been with JPMorgan Chase Bank, N.A. and affiliated entities since 2011, including over a decade at J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process involves centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria in client recommendations.

John Hamm is a CFP® and Series 66–registered financial advisor with Edward Jones in Indianapolis, IN, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Timothy Stout is a financial advisor at Edward Jones in Mooresville, IN, with 29 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior work includes roles at Valic Financial Advisors, Corebridge, Voya Financial, OneAmerica Securities, and Tiaa. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Perks is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc. since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

Evan Coffman is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at SagePoint Financial, Inc. and MARC Financial. Outside of his advisory role, he operates a sole proprietorship selling life insurance and works as a food delivery driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Kendrick Tunstall is a CFP® with 18 years of industry experience, currently serving at Edward Jones in Indianapolis, IN since 2008. His outside activities include ownership of real estate and short-term rental businesses and participation on the finance committee of 1st Baptist Church North Indianapolis. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of financial advisors and branch offices.

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

Benjamin Sparks is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his financial services career, he was employed at FedEx Ground for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Catherine Quinn is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at SagePoint Financial, Inc. and Franciscan Health. Quinn serves on the board of directors for Beech Grove Building Corporation, advising on property acquisition and renovation for the city of Beech Grove, Indiana. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

Graig Huber is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Huber & Associates, LLC, a minor administrative business entity. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Anthony is a CFP® and ChFC® credentialed advisor with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Chase Investment Services Corp., Banc One Securities Corporation, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and uses forward-looking capital market assumptions to develop model asset allocations.

James Kaiser is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company for over two decades. Kaiser serves on the Monroe Township Advisory Board and operates an independent insurance sales business focused on term life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting a wide range of strategies and third-party manager selections.

Daniel Gillin is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an at-large member of the parish council for St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Timothy Martin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his financial career, he performs as a general partner in a barbershop quartet named Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.