Justin Edmundowicz is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab, he worked at Home Depot and Aspen Creek among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s client relationship model combines primarily non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at PepsiCo and Indiana University. Bennett serves on the board of HVAF of Indiana, a nonprofit organization, where he chairs the Investment Committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Joshua Miller is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and has worked at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and planning tools.

Jill Shepherd is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and J.J.B. Hilliard, W.L. Lyons, LLC. Shepherd serves as the Executive Board President of Restore Old Town, a nonprofit civic organization in Greenwood, IN. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Christopher Tharp is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and currently works at Morgan Stanley Private Bank, N.A. Tharp is a silent partner investor in Overcome Sports Inc, a sports apparel business that sells products through Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models outcomes with methods such as Monte Carlo simulations.

Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

Christopher Jackson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as divorce and estate settlement services.

Douglas Stewart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Raymond James since 2019, following prior roles at Pacific Life Insurance Company and Indiana University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and research resources.

Steven Leighty is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Charles Schwab since 2001 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 managed accounts and offers a multi-asset investment approach supported by centralized custody, supervision, and research resources.

Derek Wanner is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, currently in his first year in the industry. Prior to joining Edward Jones, he worked in the construction and insurance sectors, including roles at Crane Builders and Bixler Insurance. He also has experience with the Central Indiana Chapter of NECA and Huseby Homes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Suzanne Marshall is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Sanctuary Advisors LLC, City Securities Corporation, and PNC Wealth Management. Outside of her advisory role, she serves as treasurer and board member of Pet Friendly Services of Indiana Inc., a nonprofit offering low-cost spay/neuter services, and is also a board member of The Rotary Club of Indianapolis. Stifel serves a broad client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Mark Mcdonald is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise Financial Services LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services, each spanning five years. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Stamper is a financial advisor with Morgan Stanley in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Stamper has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Hensley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at the Indiana Commission for Higher Education from 2014 to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Brandon Blumenhorst is a financial advisor with J.P. Morgan Securities based in Indianapolis, Indiana. He holds a Series 66 designation and has nine years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Edward Jones from 2016 to 2019. 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 combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging a range of derivatives and commodities capabilities.

Sarah Foster is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s investment research.

Garret Kintzel is a financial advisor at Charles Schwab in Indianapolis, IN, with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2017, following prior roles at AutoZone and Neff Engineering Co. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its integrated and scalable service platform.

Jonathan Hicks is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. He previously worked at Periculum Capital Company, LLC and Lazard. Outside of his advisory work, he is involved in a trust-related business based in Carmel, Indiana. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and employer-sponsored financial planning agreements.