Jonathan Owens is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. Owens is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

Jason Hull is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has previously worked at firms including Charles Schwab, Merrill, JPMorgan Chase, and Huntington Investment Company. Outside of his advisory work, he owns several rental properties in the Indianapolis area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

David Hudson is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. His prior work includes roles at Lyft, Target Corporation, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Brady O'Connor is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Securities America Advisors, Inc. and Equity Services, Inc. O'Connor also serves as an attorney in fact for a family member, managing financial and medical decisions. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

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 credentials and bringing nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A. Prior to that, he was employed at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support its advisory process.

Michael Bullick is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones, First Farmers Bank and Trust, and Raymond James Financial Services. Bullick is also involved with Asbury Country Church, where he has served since 2005. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Heidi Hutchison is a financial advisor with Merrill in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses and over 31 years of industry experience. Her prior roles include positions at David A. Noyes, Wells Fargo Clearing, and Coinbase Capital Markets Corp. Hutchison has worked with Merrill since 2019. 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, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica Advisors, he worked with Primerica Financial Services and has also held positions with Uber, DoorDash, and Lyft. He is involved in sales of investment-related and home-related products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on advisory services for individual investors rather than institutional clients.

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.

Patrick Turner is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, he worked at Northpointe Bank and held various roles focused on full-time education. 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 financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, delivering investment advice through multi-asset model portfolios and a centralized operational structure.

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. His prior experience includes roles at SNVF Capital and Boyd Gaming, as well as a period of full-time education. Charles Schwab & Co., Inc. serves 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 relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

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 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and his own firm, Cromer & Company. He is also a member of the Knights of Columbus, volunteering with the nonprofit in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and it offers financial planning, access to asset managers, and participation in wrap programs.

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.