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 four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Shawnda Sparks is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 credential and has worked at LPL Financial since 2014, following prior roles at Morgan Stanley and Raymond James & Associates. She serves as a trustee for several qualified plan trusts for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Richard Elsbury Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include ownership of a sole proprietorship and a long tenure at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides comprehensive written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Jeffrey Lewis is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Lewis Trading Group, LLC and held roles at Tansy Consulting, LLC and Gelber Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options through a large network of financial advisors and branch offices.

Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Leonardo Johnson is a financial advisor with Merrill in Zionsville, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at several firms, including Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he serves as executor for a family estate, managing asset distribution and related duties. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Frank Leyes is a financial advisor with LPL Financial in Indianapolis, IN, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has worked at LPL Financial since 2023 and previously at Commonwealth Financial Network and Geneos Wealth Management, Inc. Leyes is also the business owner of Way of Wealth Enterprises, LLC, a non-investment-related venture. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a broad platform with model portfolios, customized strategies, and advanced operational tools.

Anthony Chapman is a financial advisor with Edward Jones in Winamac, IN. He holds the CFP® designation and Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Blake Montarsi is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel, he worked at Ameriprise and operated a business called Fry Pie Factory LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lee Ann Cannon is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and previously worked at PwC from 2014 to 2017 before joining Edward Jones. 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 and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katrina Geis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank, Ameriprise Financial Services, and PNC Investments. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

David Jason Smith is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Blackridge Asset Management, LPL Financial, and Woodbury Financial Services. Outside of his advisory work, Smith is Vice President and owner of Princeton Medical Solutions, an LLC focused on operational maintenance, and he also supports insurance sales and service through an assistant role at Dickerson Wealth Advisors. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services employing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across various investment vehicles.

Pamela Slatten is a financial advisor with Cetera in Indianapolis, IN, holding Series 65 and Series 66 credentials and four years of industry experience. She has a legal background as a partner at Slatten & Gilkey Attorneys at Law since 2006 and serves as president of a nonprofit organization focused on educational activities for children. Pamela is also involved in tax planning and accounting through her role at Marietta Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.