Donald Clarkston is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors.

Benjamin Sparks is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his financial services career, he was employed at FedEx Ground for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, The Huntington National Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, while supporting advisors with research and technology tools.

Blake Horner is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Uber, and Meijer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

James Abels is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities, Inc. from 2015 to 2017. He is also affiliated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships.

Jeffrey Roach is a financial advisor with LPL Financial in Carmel, IN, holding a Series 63 designation and having 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and held positions at Guardian Life and Osaic FA, Inc. Roach is also a licensed real estate broker and participates in the Smart Vestor Pro program by Dave Ramsey. 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 financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.

Joseph Gautier is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2014 to 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools to develop written recommendations.

Catherine Quinn is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at SagePoint Financial, Inc. and Franciscan Health. Quinn serves on the board of directors for Beech Grove Building Corporation, advising on property acquisition and renovation for the city of Beech Grove, Indiana. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Zachary Fox is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at LPL Financial and previously spent five years with Edward Jones and two years at Pascal Engineering. 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 portfolio programs, third-party asset management, and institutional platforms.

Lubasi Katundu is a financial advisor at Charles Schwab with two years of industry experience. Prior to joining Schwab in 2023, he worked for First National Bank Zambia Limited for ten years. Outside of his advisory role, he has been involved with Kohl's Ecommerce Fulfillment Center and the Indiana University School of Nursing. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jacob Statz is a CFP®-designated financial advisor with 21 years of industry experience, currently with Stifel since 2023. He previously worked at Bank of America and Merrill from 2015 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Scott Dieterle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 1999, including tenure at Charles Schwab Bank and Optionsxpress, Inc. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

John Francis Evans is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with OSAIC Wealth, Inc and previously worked at LPL Financial and Elements Financial Credit Union. Evans served in the United States Navy for seven years prior to his financial career. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary and advisor-managed strategies.

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.

Dustin Hunt is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2019, progressing from Financial Consultant 1 to Financial Consultant before assuming his current role in 2024. His approach centers on understanding clients' goals, priorities, and vision for the future to co-create personalized strategies that balance growth and risk. He focuses on providing clarity and guidance to help clients make informed decisions for both short-term needs and long-term aspirations. Outside of work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

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.