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.

Jason Johnson is a financial advisor at Edward Jones in Brownsburg, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is involved in maintaining a commercial rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors.

Nicholas Mc Gill is a financial advisor at Osaic Wealth, Inc. based in Indianapolis, IN. He holds a Series 66 designation and began his advisory career in 2025, having previously worked for Nexstar Broadcasting for nine years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios with a variety of securities.

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.

Kayla Speth is a Series 66-licensed financial advisor at RBC Capital Markets with six years of industry experience. She has previously worked at Morgan Stanley, Edward Jones, and First Financial Bank. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs focused on customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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.

James Kaiser is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Kaiser also serves as a member of the Monroe Township Advisory Board, a position he has held for over 35 years. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm employs a range of investment strategies using asset-allocation tools and automated rebalancing, offering both discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap programs.

Clayton Witt is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2013, including two years at Schwab Private Client Investment Advisory, Inc. Witt is a partner in Riparian Retreat Stables LLC, an investment venture involving partial ownership of race horses alongside immediate family members. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and alternative investment services across a large client base.

Ryan Stockman is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ryan worked as a Financial Services Specialist at Charles Schwab from 2020 to 2022. Ryan's professional focus is on helping clients and families develop comprehensive financial plans to achieve their retirement and other financial goals. He utilizes the tools, technology, and resources available at Fidelity to support his clients. He is known for his commitment to understanding what is important to his clients and their families. Outside of his professional work, Ryan is interested in fitness, socializing with friends, music, and traveling.

Jenny Feller is a Planning Consultant at Fidelity Investments, where she has been part of the Indianapolis planning team since 2021. In this role, she assists clients in building and maintaining their financial profiles, providing clarity, and developing personalized financial roadmaps to help achieve their goals. Prior to this position, she served as a Relationship Manager at Fidelity Investments from 2017 to 2021. Jenny's career in finance began in the banking industry, where she worked for 17 years. Her previous roles include Licensed Financial Consultant at PNC Bank from 2008 to 2017, Licensed Banker at National City Bank from 2005 to 2008, Branch Manager at National City Bank from 2003 to 2004, and Management Trainee at National City Bank from 2001 to 2003. Outside of her professional work, Jenny has interests in art, fitness, food, pets, photography, and reading.

Jonathan Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Paul Cox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Charles Schwab since 1995 and Charles Schwab Bank, SSB since 2017, both based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options within an integrated operational platform.

David Hudson is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lyft and Target Corporation, as well as various positions within the JPMorgan Chase organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brady O'Connor is a financial advisor with Osaic Wealth, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. He also operates O’Connor Financial Services LLC, providing financial planning and investment advisory services. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

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.