Grant Johnson is a financial advisor at Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Ameriprise in 2022. Outside of his advisory role, he is employed by TGG Operations, LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Weed is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates B Happy Peanut Butter, a business selling homemade family peanut butter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aligned with firm guidelines.

David Thurman is a financial advisor with LPL Financial based in Fishers, Indiana. He holds a Series 63 designation and has 39 years of experience in the industry, including 34 years at Linsco/Private Ledger Corp. Thurman is also a notary public, providing notary services without charge as a supporting function to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Darcey Keller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Edelman Financial Engines in Indianapolis, having previously worked at Financial Engines Advisors L.L.C. and OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Bradley Graden is a financial advisor at Equitable Advisors in Carmel, IN, holding a Series 66 credential. He has recently started his advisory career following prior roles in education and banking, including positions at Central Noble Community School Corporation and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, 65, and 63 designations and seven years of industry experience. His prior roles include positions at Financial Enhancement Group, The Just Company, Triad Advisors LLC, and CNO Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

William Bush is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 1996 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Music Minister at White Rock Fellowship Church in Noblesville, IN. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers comprehensive custody, brokerage, and cash-sweep services.

Lee Sells is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to this, he was employed with Saint Leo University and the Hernando County School District. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wrap fee, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and alternative investment options.

Mackenzie Tice is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, Tice held roles at Adesa, Metal Exteriors, Boiler Financial Track, Torrid, and Purdue University. Tice also manages an advisory business through TGG Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and social security claiming options.

Dustin Dake is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2016. Prior to Edward Jones, he worked at PRUCO Securities, LLC and Equitable Advisors. He is based in Carmel, IN. 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 strategies supported by a large national network of financial advisors and branch offices.

Tyler Wolfe is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has nine years of industry experience, including a year as a self-employed advisor prior to joining Schwab in 2017. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab provides mostly non-discretionary investment guidance combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and execution.

Kyle Schau is a CFP®-designated financial advisor with LPL Financial, based in Carmel, Indiana, with 12 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he has administrative duties with LHD Benefits related to retirement plan services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage offerings.

John Kennedy Jr. is a financial advisor at Stifel with 45 years of industry experience. He has held positions at Stifel since 2017 and previously worked for City Securities Corporation for 36 years. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients retaining discretion over implementation.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Paloma Aguayo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at several firms, including FHLBI, Cooke Financial Group, Charles Schwab, Bank of America, Merrill, and previously held a position at Indiana University East. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Joshua Corrie is a financial advisor with Charles Schwab in Indianapolis, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2019, he worked at Cunningham Agency, FFL Mile High, LA Fitness, and Target. Outside of financial advising, he is the CEO and founder of Break The System LLC, a retail business focused on sales, branding, social media content, marketing, and shipping. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from its Financial Research center.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.