Graig Huber is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Huber & Associates, LLC, a minor administrative business entity. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Mings is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he is also an author. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Kaiser is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Kaiser serves on the Monroe Township Advisory Board, a role he has held since 1991. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a focus on portfolio construction through asset-allocation tools, risk-tolerance assessments, and multiple investment options, supported by a wide network of affiliated financial advisers.

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.

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.”

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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.

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.

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.

Thomas Perry is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. from 2019 to 2024. Outside of his advisory role, Perry is a partner in an insurance business specializing in life and health insurance and operates a tax preparation sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Mark Kirkhoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Scott Frye is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked in the healthcare sector, including roles at Anew Hospice and Dycora Transitional Health. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Kyle Adams is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milwaukee Tool for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Travis Feuerbach is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2007 and previously spent one year with Edward Jones. Outside of advising, he is the founder and director of the U.S. Angler's Choice Tournament Trails, a fishing tournament organization, and operates an e-commerce business focused on selling tangible merchandise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of advisors and extensive operational resources.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Foster is a financial advisor with Thrivent Investment Management in Greenwood, IN. He holds the Series 66 designation and joined Thrivent Financial and its investment management subsidiary in 2026. Prior to his advisory role, he worked for Indiana Connections Academy for 12 years. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”