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 with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at firms including J.P. Morgan Securities, Edward Jones, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a multi-manager platform featuring various program structures and custodial relationships.

Craig Clements is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was affiliated with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies between 2014 and 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Julia Phillips is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at J.P. Morgan Securities in Indianapolis, IN. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

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 with Edward Jones in Mooresville, Indiana, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at TIAA, Voya Financial, Corebridge, and Valic Financial Advisors. 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 operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

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 Series 63 and Series 65 designations and has worked at SagePoint Financial, Inc., MARC Financial, and OSAIC. Outside of advising, he works as a food delivery driver and sells life insurance as a sole proprietor. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kendrick Tunstall is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is involved in community activities, including assisting with the finance committee at 1st Baptist Church North Indianapolis. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large 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 with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and having five years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, with prior work experience at FedEx Ground. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Catherine Quinn is a CFP® certified financial advisor with seven years of industry experience. She is currently with OSAIC and previously worked at SagePoint Financial, Inc. and Franciscan Health. Outside of her advisory role, she serves on the board of directors for the Beech Grove Building Corporation, providing advice on municipal property projects. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a vast network of affiliated advisers and advisory platforms. The firm offers a range of integrated brokerage, investment advisory, and financial planning services, utilizing firm-provided tools and third-party solutions to manage portfolios across various asset classes.

John Coffman is a financial advisor at Osaic with Series 63 and Series 65 credentials and 47 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company for over two decades. Outside of advising, he is involved in several business ventures, including ownership interests in a limited liability company and a golf course. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and a range of investment options to cater to client needs.

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®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

James Kaiser is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Kaiser also serves as a member of the Monroe Township Advisory Board, a position he has held for over 35 years. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm employs a range of investment strategies using asset-allocation tools and automated rebalancing, offering both discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap programs.

Daniel Gillin is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016, following a brief period at Tokio Marine. Gillin serves as an at-large member of the parish council at St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program while maintaining separate planning and portfolio management services.

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.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Edward Ochoa is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Greenwood, IN. He has worked at Ameriprise and affiliated entities since 1990 and had a brief tenure at LPL Financial in 2019. Outside of his advisory role, he plays bass guitar in a band. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.