Braden Hall is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in the food service industry at Trax BBQ and Rad's Restaurants. Fidelity's affiliated firm, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John O Brien is a financial advisor with LPL Enterprise based in Indianapolis, IN. He holds the ChFC® designation and has 12 years of industry experience. His prior roles include positions at Fifth Third Securities, PRUCO Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a board member for the Booth Tarkington Civic Theatre, a nonprofit arts organization in Carmel, IN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management via an integrated platform that combines advisory programs with brokerage and insurance product sales.

Matthew Siener is a financial advisor at Stifel with Series 66 credentials and two years of industry experience. His prior roles include positions at Hanley Disability, Trillium Trading, and Genesys Telecommunications Laboratories, as well as work in the restaurant industry and education. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses aimed at supporting client decision-making.

Isaiah Bennett serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, previously working as a Planning Consultant and Financial Consultant. Prior to joining Fidelity, Isaiah worked as a Financial Analyst at Ehlen Heldman PC from 2018 to 2021. Isaiah partners with clients and their families to help guide them through their financial roadmap, aiming to provide clarity and peace of mind. Drawing on his experience as a military veteran, he strives to be a trusted advocate for his clients throughout their financial journey. Outside of his professional work, Isaiah's personal interests include board games, family activities, fitness, football, military service, and parenthood.

Brian Robinson is a financial advisor with Fisher Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at World Equity Group, Inc., The Leaders Group, Inc., Wealthvest Marketing, Inc., Trade Risk Guaranty, and Viralhog. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk-management strategies.

Nicholas Sutherlin is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles in education at several universities and community colleges, as well as entrepreneurial work as a self-employed individual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Joe Mercer is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory process.

Daniel Fields is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials. He joined LPL Enterprise in 2026 and has a background that includes roles at Subaru of Indiana Automotive, Faith West Preschool, Domino’s Pizza, Target, and CTI Personnel. Outside of his advisory role, he has experience working across various industries including automotive and education. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Jeremiah Rader is a CFP® with six years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Securities America, Inc. He also operates Rader Financial Services as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Steven Sharp is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and over 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Sharp is a chapter advisor for the Sigma Phi Epsilon fraternity, assisting with financial management and mentoring undergraduate members, and he owns a small puppy breeding business specializing in golden retrievers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools in a collaborative, annual planning process.

Hannah Edmonds is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Johnson & Johnson and Chick-fil-A. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Karen Wolffis is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as treasurer for Indianapolis Information Services, a public outreach service of Al Anon Family Groups. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Brown is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Brown serves on the Board of Directors for the Indianapolis Chamber Orchestra. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Peter Lougheed is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of KOLT Holdings LLC, a real estate business based in Fishers, Indiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joseph Kelley is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and scenario modeling as part of its comprehensive approach to wealth management.

Carson Coleman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked for Consolidated Electrical Distributors, Inc. for two years and was a student at Indiana University from 2019 to 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Sarah Tom is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously spent time at Evereve and City Securities Corporation. Morgan Stanley Wealth Management provides advisory programs to both 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 a range of retail and institutional investment solutions.

Marc Pellissier is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2005. He is based in Indianapolis, IN. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Heather Swartzell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she serves on the board and as Treasurer of Coburn Place, a transitional housing organization for survivors of intimate partner violence. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Grant Weber is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he had roles at The Heritage Group and Indiana University. Outside of his advisory work, he performs stand-up comedy at various venues in Indianapolis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.