Brent Mannix is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2002 and at Bank of America since 2009. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Justin Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A., and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management provides financial advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured processes and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Michael Bullick is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior roles include positions at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he has been involved with Asbury Country Church since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products via an integrated platform.

Heidi Hutchison is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2019, she worked at David A. Noyes, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 strategies developed by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica, he worked in various roles including gig economy positions with Uber, DoorDash, and Lyft. He is also involved in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Benjamin Hoeing is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Ameriprise and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory advice with other financial products and referral channels.

Lauren Doodeman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its related entity since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sharron Regan is a financial advisor at Ameriprise with 13 years of industry experience. She has been with Ameriprise since 2015 and holds Series 63 and Series 66 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, employing a centralized consulting team to provide non-discretionary, research-driven recommendations. The firm combines various analytical methods and emphasizes tax-efficient strategies while primarily focusing on assets managed within Ameriprise accounts.

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Kevin Dolen is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise Financial Services where he has worked since 2001 across various Ameriprise divisions. He holds Series 63 and Series 66 registrations. Outside of financial advisory, he is involved in a chain of comic book stores, Downtown Comics, Inc., and serves on the board of the Sigma Alpha Epsilon Social Fraternity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and algorithmic tools within a defined investment framework.

Nicholas Van Fossen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at SNVF Capital and Boyd Gaming. He spent four years in full-time education before entering the financial services industry. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Gillin is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an at-large member of the parish council for St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and operated Cromer & Company for over four decades. Cromer is also a volunteer member of the Knights of Columbus in Indianapolis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Joni Kisner is a financial advisor at Edward Jones with a Series 66 designation and over six years of experience, including prior work with the Danville Community School Corporation. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kelly Cropp is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Zore is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed with Tommy Bahama, assisting customers with clothing needs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jill Dailey is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has worked at several firms, including Royal Alliance, OneAmerica Securities, American United Life, and Edward Jones. 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 and profit-sharing plans, corporations, and charitable organizations.

Timothy Martin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a general partner and performer in a barbershop quartet called Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Steven Gipson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.