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.”

Jennifer Mills is a Series 66 licensed financial advisor with Merrill in Indianapolis, Indiana, with nine years of industry experience. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Rhonda Denzio is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. She has worked at Raymond James since 2008 and operates a separate business, Denzio's To Go, since 2012. 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 municipal entities, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

Matthew Kahn is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill since 1993, focusing on strategies that assist high net-worth families and business owners in pursuing their financial goals while addressing the complexities of wealth management. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), earned in 2017, and Certified Plan Fiduciary Advisor® (CPFA), awarded in January 2019. Matthew's expertise spans family wealth management strategies, services for endowments, foundations, and non-profits, retirement income planning, and portfolio management, among other areas. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years through 2026 and as a member of the Kahn, Ruthrauff & Associates team included on Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. He holds a Bachelor's degree from Indiana University. Matthew is actively involved in his community, serving on several boards and committees such as the Civic Center Board of Managers, Downtown South Bend Inc, and the South Bend Civic Theatre. His community involvement also includes participation with Stanley Clark School, South Bend Venue Parks and Arts, and Wellfield Botanical Gardens. Outside of work, Matthew enjoys golfing, reading, skiing, surfing, tennis, and spending time with his family.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. 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 strategies, separately managed accounts, and affiliated mutual funds.

Alexandra Parrish is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors and The Spectrum Financial Group, Inc. Outside of her advisory role, she is a sales representative for Mary Kay Inc. and a preferred member and director for Melaleuca The Wellness Company. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Morgan Pietras is a Series 66 licensed advisor with three years of industry experience, currently with Cetera. Prior to joining Cetera, Pietras has held roles at Promise Advisory Group and has experience in life, health, and annuities insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Caryn Wilkinson is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory work, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kristin Maki is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. She has worked at JPMorgan Securities LLC since 2008, including time at J.P. Morgan Securities Inc., JPMorgan Chase Bank NA, and Banc One Securities Corporation earlier in her career. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence, using forward-looking market assumptions and may incorporate an ESG eligibility framework.

Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his advisory career, he was affiliated with Purdue University for four years. 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 to individuals, high-net-worth clients, and institutional investors.

Stephanie Heinze is a Financial Advisor at Merrill Lynch Wealth Management in South Bend, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ with over nine years of experience. Stephanie works with individuals, families, and business owners to develop personalized, goal-based wealth management strategies that focus on growing, protecting, and transferring wealth across generations. In her role, Stephanie specializes in designing and implementing customized retirement plans for business owners, aligning their business growth with employee financial well-being. She holds licenses in both investments and insurance, enabling a comprehensive approach that includes retirement planning, education funding, risk management, and legacy strategies. Prior to joining financial services, Stephanie served five years in the U.S. Army, including a tour in Iraq. Stephanie earned her bachelor's degree from Central Michigan University and her MBA from Auburn University. She lives in St. Joseph, Michigan with her two children and participates in community service through her active membership in the Women's Service League.

Jacob Moynihan is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked for 15 years at Seton Catholic Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vicki Stovall is a financial advisor with Wells Fargo Clearing in Indianapolis, holding a Series 63 designation and 37 years of industry experience. She previously worked at Merrill from 2009 to 2010 before joining Wells Fargo Clearing in 2016. Outside of her advisory work, she serves as a general partner and bookkeeper for a commercial and residential properties business and acts as a consultant for a commercial sign shop. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Wachovia Securities Financial Network, and Wells Fargo Advisors. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Alex Stirn is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he worked at Indiana Farm Bureau Insurance from 2024 to 2026 and completed eight years of full-time education before entering the financial services field. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors managing over $819 billion in discretionary assets.

Jack Perry Jr. is a CFP®-certified financial advisor with LPL Financial, based in Zionsville, IN, and has 41 years of industry experience. He previously worked at City Securities Corporation and Raymond James & Associates. Perry also serves as a volunteer alumni advisor for Delta Tau Delta at Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a range of advisor tools and extensive non-advisory financial services.