John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Anderson is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Northwest Bank, Seven Financial, and OSAIC. Outside of finance, Anderson owns Colonial Renting & Leasing, Inc., which operates Dairy Queens in Muncie, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Lawrence Turow is a Series 66-licensed financial advisor with Ameriprise in Indianapolis, IN, and has 15 years of industry experience. He previously worked at MetLife Securities and Ameriprise Financial Services, Inc. Turow serves as Treasurer and Board Member of the Jewish Federation of Greater Indianapolis and holds leadership roles in business consulting and financial planning through outside ventures. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations primarily through its centralized consulting team.

Justin Edmundowicz is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab, he worked at Home Depot and Aspen Creek among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s client relationship model combines primarily non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at JPMorgan Chase Bank and PepsiCo and currently serves as Investment Committee Chair and board member at HVAF of Indiana, a nonprofit organization. Bennett is also involved in a family LLC for real estate investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Samuel Gleaves is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel. His previous roles include positions at AXA Advisors, LLC and WestPoint Financial Group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Miller is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Christopher Tharp is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and currently works at Morgan Stanley Private Bank, N.A. Tharp is a silent partner investor in Overcome Sports Inc, a sports apparel business that sells products through Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models outcomes with methods such as Monte Carlo simulations.

Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

James Gray is a Senior Financial Advisor with Evolve Wealth Management, an advisory team within Merrill Lynch Wealth Management. In this role, he provides financial advisory services to a diverse client base. His expertise includes working closely with young professionals, non-profit organizations, and multi-generational families to align their financial goals with their values. His approach involves developing tailored financial strategies that help clients live the lifestyles they envision within their means. James focuses on personalized planning to help clients clarify their current financial position, establish goals, and bridge gaps with purposeful strategies. His practice emphasizes using financial planning not only for wealth accumulation but also as a tool for living a more fulfilled life. James holds a Bachelor's Degree from the University of North Carolina and maintains Personal Investment Advisor (PIA) designation. He holds Series 7 and 66 registrations through FINRA and is committed to providing advice rooted in discipline, transparency, and a client-first mindset.

Christopher Jackson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as divorce and estate settlement services.

Steven Leighty is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Charles Schwab since 2001 and also works with Charles Schwab Bank, SSB. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers a multi-asset investment approach supported by centralized custody, supervision, and research resources.

Derek Wanner is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, currently in his first year in the industry. Prior to joining Edward Jones, he worked in the construction and insurance sectors, including roles at Crane Builders and Bixler Insurance. He also has experience with the Central Indiana Chapter of NECA and Huseby Homes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.

Mark Mcdonald is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing investment research, third-party data, and algorithmic tools.

Jonathan Hoya is a financial advisor at Fisher Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2017, he worked at TD Ameritrade, Inc. from 2013 to 2017. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Andrew Gaston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Primerica and its affiliated firms since 1986, including a long tenure at Primerica Financial Services Home Mortgage Inc. Gaston also engages in the sale of home security and automation products through part-time referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Dustin Jones is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan in various capacities since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

William Stamper is a financial advisor with Morgan Stanley in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Stamper has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.