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.

Stephen Colligan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to this, he worked at Franklin College for four years. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

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.

Jeffrey Kirkhoff is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Raymond James since 1999 and has been involved with Roney & Co. since 1994. Outside of his advisory work, he serves as an assistant girls basketball coach at Whiteland High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and pension plans. The firm offers financial planning and investment consulting services with tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Richard Hinesley is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. He previously spent 10 years at The Huntington Investment Company before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Joshua Dearmitt is a CFP® professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006. He serves as the president of the Economic Development Commission for the City of Franklin, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Angelopoulos is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved with The Super Patch Company, a health and wellness direct sales business. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 process.

Donald Clarkston is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors.

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.

John Francis Evans is a CFP® professional with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at LPL Financial, Elements Financial Credit Union, and served in the United States Navy. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated financial services and employs various investment tools and third-party solutions to construct and manage client portfolios.

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.

Scott Mings is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he is also an author. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine various portfolio management styles with firm research and model manager options.

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.