Shawnda Sparks is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Raymond James & Associates. She also serves as a trustee for several family qualified plan trusts. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

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.

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.

Chris Statz is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2010. Outside of his advisory role, he is a general partner and managing member of Coco's Cute Things, LLC, a retail gift shop business. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Anderson is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 21 years with Ameritech/SBC/AT&T/YP/DexYP. 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 strategies supported by a large national network of financial advisors and branch offices.