Jennifer Ayers is a financial advisor with J.P. Morgan Securities in Plainfield, Indiana, holding Series 63 and Series 66 designations and 28 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. 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 and fund searches, and customized performance reporting. Their advisory approach integrates quantitative and qualitative research to develop model asset allocations and offers access to derivatives and commodities capabilities through affiliated entities.

Orion Foster III is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at American Funds for 12 years before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves a large client base of 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 provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs within an integrated custody and brokerage platform.

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine various portfolio management styles with firm research and model manager options.

Jacob Girouard is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at LPL Financial and State Bank of Lizton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers along with integrated capital markets and lending services.

Jonathan Tominac is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023, following a prior role at Schillings in 2022. Additionally, he has been affiliated with Indiana University since 2021. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Justin Wirey is a financial advisor at LPL Enterprise with a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, asset management access, and insurance-related services.

Kyle Zachmann is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services and Oak Street Funding. Outside of his advisory role, he is a partner in Zachmann Family Investments, LLC, focusing on private equity co-investments with his father. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and use of sophisticated planning tools, serving clients through tailored financial plans and a broad range of investment offerings.

Andy Floyd is a financial advisor at Merrill with over 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. 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 created by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Coffey is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, New York Life Insurance, Merrill, Banc One Securities Corporation, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated services including trust custody and insurance products.

George Giles is a financial advisor with Edward Jones in Brownsburg, IN. He holds the Series 66 designation and began his career in 2025. Prior to joining Edward Jones, he held positions at Republic Airways, Eli Lilly & Company, L.M Henderson & Co., Allison Transmission, Marian University, and Brownsburg School Systems. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Brandon Sholtis is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 registrations and nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner of Sholtis Properties LLC, a real estate business focused on managing rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include an ESG eligibility framework.

David Cotton is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2016, after previous roles at United Capital Financial Advisors and CS Capital Management Inc. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Marc Klein is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at City Securities Corporation and Prudential Equity Group, LLC. Klein also operates Northbound Solution LLC, managing his own advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides retirement-income planning advice through a written Recommendation Report and ongoing guidance.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she is the sole proprietor of an event planning and interior design business and serves on the boards of the Be Nimble Foundation and the Indianapolis Cultural Trail, where she holds leadership positions related to finance and investment. 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 combines quantitative and qualitative research in its advisory process and offers specialized derivatives and commodities capabilities.

Ronald Lacis is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1994, with a brief tenure at OptionsXpress, Inc. from 2016 to 2017. Based in Indianapolis, IN, he has extensive experience within a major institutional firm. 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 operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and research-driven due diligence on alternative investments.

Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Justin Smith is a financial advisor with Merrill in Zionsville, Indiana, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Merrill since 2002 and Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation in Indiana, contributing to fundraising and volunteer training for children with life-threatening conditions. 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 plans, corporations, and charitable organizations.

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.

Edward Ochoa is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Greenwood, IN. He has worked at Ameriprise and affiliated entities since 1990 and had a brief tenure at LPL Financial in 2019. Outside of his advisory role, he plays bass guitar in a band. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at Indiana University and Soft Touch Moving and Storage. 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 financial services.