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.

Stephan Hodge is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and City Securities Corporation. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad network of advisors with diverse investment strategies.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He previously worked for Prudential Equity Group, LLC for 10 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his financial career, he performs as a general partner in a barbershop quartet named Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ronald Ellis is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Jake Steslicki is a financial advisor with Fidelity in Indianapolis, IN, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Prudential Advisors, Federated Mutual Insurance Company, and Foguth Financial Group, along with academic work at the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jordan Stogdill is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997 and with Bank of America, N.A. since 2011. Outside of his advisory work, he serves as a trustee for J J. S Lifetime Trust in Bluffton, Indiana. 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, and various institutional entities.

Michael Wagner is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is a partner in Medley Partners LLC, a business entity formed to manage liability related to real estate leasing for his branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and governmental entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Evan Griffin is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to that, he worked at City Securities Corporation for three years. He is also a member of the Indianapolis Zoo Council, participating in a young professional social organization associated with the zoo. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and government entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses, with clients maintaining discretion over implementation.

Caleb Riddle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2021, he worked at Amazon and Donatos Pizza. He was also briefly affiliated with the Indianapolis Yacht Club in 2021. Charles Schwab 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 and discretionary investment solutions supported by centralized supervision and custody.

Susan Christ is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. She holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to her current role since 2017, she worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as an independent insurance agent and explores life settlement options through a separate financial advisory role. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides event-driven planning programs including estate and employer-sponsored planning.

Michael Hutto is a CFP®-designated financial advisor with 28 years of industry experience. He currently works at OSAIC and has held positions at Royal Alliance and Lincoln Financial Securities Corporation. Outside of his advisory role, Hutto volunteers as an Assistant Scoutmaster and committee member for Boy Scouts of America Troop 97. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with options for discretionary management and third-party manager selection.

Adam Glowacki is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Charles Schwab since 2008 and has worked at Charles Schwab Bank since 2017. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.

Jay Gentry is a CFP® professional with 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Based in Carmel, IN, he maintains his registration through Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of integrated investment and custody services.

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.

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.

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.