Kimberly Bryan is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and over 26 years of industry experience. She has worked with Wells Fargo Advisors since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she serves as trustee and guardian for her brother’s trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial needs, with planning engagements generally conducted on a discrete basis.

Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior work includes two years at Morgan Keegan & Company, LLC before joining Raymond James in 2013. He serves on the finance committee of the Indiana Motor Truck Association and is a committee member at Woodland Country Club, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting services.

Brett Ramsey is a CFP® professional with 24 years of industry experience. He is currently affiliated with LPL Financial and has held roles at multiple firms including Waddell & Reed, Sheridan Road Advisors, and Mass Mutual. He has been associated with LPL Financial through various engagements since 2014. 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, third-party asset management, and institutional platforms.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and with nine years of industry experience. He is the owner and partner of Blackbear Capital LLC, a personal investment company he manages jointly with his wife. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Cathleen Rodriguez is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 13 years of industry experience. She has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marcus Burns is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial LLC, BMO Harris Bank, PNC Investments, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and asset allocation guidance.

Cassandra Bogaards is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. Her career includes roles at Horizon Bank and Elements Financial before joining LPL Financial, where she has worked since 2018. 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 financial planning and asset management services delivered through a large network of investment adviser representatives, with a broad platform that includes model portfolios, third-party subadvisors, and institutional programs.

Amy Simpson is a financial advisor with Cetera, holding the Series 66 credential and one year of industry experience. Her prior work includes positions at Stifel and Milemarker. Amy is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

John Gresehover is a financial advisor with Edward Jones in Indianapolis, IN, holding CFP® and Series 66 designations. He has nine years of experience at Edward Jones following 13 years at Federated Mutual Insurance Company. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by an extensive network of financial advisors and branch offices nationwide.

Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management strategies.

Kennith Meeks is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Billet is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. He has 52 years of industry experience, including roles at Lincoln Financial Securities and Life of Virginia. Outside of advising, he operates an independent insurance agency and is a notary public. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platform and third-party advisory options.

Lynnette Hanes is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2006 and has worked with JPMorgan Chase Bank, N.A. since 1978. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Kevin Karlander is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Karlander coaches youth travel hockey. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Sarah Sallee is a financial advisor with LPL Enterprise in Indianapolis, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of her advisory role, she is involved in direct sales of beauty and health products and services a prior book of business with MassMutual. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Sara Reddington is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2024, she worked at Ameriprise and held various roles in healthcare and education organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and advanced tools, managing approximately $394 billion in assets as of December 31, 2025.

Chau Morris is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm. 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 strategies developed by internal and third-party managers for a variety of individual and institutional investors.

Shawn Magerski is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gary Libler is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Charles Schwab since 2006, including 11 years at Charles Schwab Bank in Carmel, Indiana. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and integrates advisory, brokerage, custody, and cash-sweep services within an extensive operational framework.