Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

John Francis Evans is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with OSAIC Wealth, Inc and previously worked at LPL Financial and Elements Financial Credit Union. Evans served in the United States Navy for seven years prior to his financial career. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary and advisor-managed strategies.

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.

Dustin Hunt is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2019, progressing from Financial Consultant 1 to Financial Consultant before assuming his current role in 2024. His approach centers on understanding clients' goals, priorities, and vision for the future to co-create personalized strategies that balance growth and risk. He focuses on providing clarity and guidance to help clients make informed decisions for both short-term needs and long-term aspirations. Outside of work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

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.

Andrew Campbell is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank, SSB and Schwab Private Client Investment Advisory, Inc. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves 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 guidance using multi-asset model portfolios, supported by centralized operational and supervisory structures.

William Dobbs is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Dobbs is involved in multiple charitable and community organizations, including serving as a board member of the Feed the Bird Foundation and holding an appointed government position with Ball State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Barbara Obrochta is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has worked at Merrill since 1992 and has been with Bank of America, N.A. since 2016. 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 entities.

Bradley Hunckler is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Huntington Investment Company and The Huntington National Bank. Hunckler is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice through a written Recommendation Report, focusing on dependable income sources and tax-aware withdrawal strategies.

Evan Espinoza is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior experience in education and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

J. Daniel Philpott is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Fifth Third Securities. He is currently based in Indianapolis, IN. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis supported by a centralized due diligence team and incorporates an ESG eligibility framework where applicable.

Michael Kolis is a financial advisor at Ameriprise with six years of industry experience. His previous roles include positions at The Huntington Investment Company, KeyBank, and JPMorgan Securities LLC. Outside of finance, he has worked with Amazon Flex and at Upper Limits Rock Climbing Gym. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Zehrung is a financial advisor with Charles Schwab in Indianapolis, holding Series 66 and Series 63 licenses with 17 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014. Outside of his advisory role, he is also an artist who creates artwork for display in galleries and potential sale. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational resources.

Gordon Homes Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, including 40 years at MetLife Securities, Inc. He also serves as president of Homes Development, LLC, and holds nonprofit board roles including Treasurer of Independence Academy and member of the Indiana ABLE Board. Mass Mutual 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 software and tools, with optional implementation through brokerage or insurance arrangements.

Nicholas Mc Gill is a financial advisor at Osaic with Series 66 credentials and one year of industry experience. Prior to joining Osaic, he worked at The Spectrum Financial Group and Nexstar Broadcasting. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisory-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by advanced tools and third-party manager integration.

Kendra Battershell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1993. Outside of her advisory role, she contributes to her community through part-time customer service work at a local YMCA in Fort Wayne, Indiana. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Todd Machowiak is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has previously worked at optionsXpress, Inc. and FINRA. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

David Speckman is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as a soccer referee. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to provide annual, collaborative financial planning engagements that emphasize investment categories and strategies.