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.

Melissa Behrman is a CFP® professional with 26 years of industry experience. She is currently with Ameriprise and previously worked at The Huntington Investment Company for 15 years and Chase Investment Services Corp. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using proprietary research and tools within a defined investment framework.

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.

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.

Craig Scholtes is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Teng Huntington is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026 and has a background that includes academic roles at several universities and work experience in the private sector. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Robert Haymond is a CFP® professional at Ameriprise with two years of industry experience. His prior roles include positions at LPL Financial, State Bank of Lizton, Servent Solutions Inc., and Wesleyan Pension Fund. He serves as Treasurer on the Board of Directors for Harvest Church in Greenfield, IN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Justin Quick is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in education for over 18 years, including roles at Carmel Clay Schools and the Central Indiana Educational Services Center. He has also been involved with Armstrong Tutoring, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Michael Dickerson is a CFP® and ChFC® with 26 years of industry experience. He is currently with OSAIC, having joined in 2024 after 24 years at Woodbury Financial Services Inc. He is also president of Dickerson Wealth Advisers, Inc., managing fixed insurance business and student loan planning services. OSAIC serves a diverse client base including individual and institutional investors through a wide network of advisers, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Jason Breaux is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tyler Dicke is a CFA® charterholder and registered representative with LPL Financial, based in Zionsville, IN, bringing 10 years of industry experience. His prior roles include positions at Securities America Advisors and Jackson National Life Distributors LLC. In addition to his advisory work, he is the owner and sole proprietor of a tax preparation and accounting firm, Cadence Tax Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by scale and diverse financial activities.

Fabrizio Brito Accurso is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America/Merrill Lynch and New York Life Insurance Co. 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 investment recommendations.