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 at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Sanctuary Advisors LLC, City Securities Corporation, and PNC Wealth Management. Outside of her advisory role, she serves as treasurer and board member of Pet Friendly Services of Indiana Inc., a nonprofit offering low-cost spay/neuter services, and is also a board member of The Rotary Club of Indianapolis. Stifel serves a broad client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Mark Mcdonald is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise Financial Services LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services, each spanning five years. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Hannah Thieneman is a financial advisor at Thrivent Investment Management in Carmel, IN, with 11 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at UBS Financial Services, Valeo Financial Advisors, Stirlingshire Investments, and served as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics. The firm offers these planning services separately from its managed-account programs and emphasizes ongoing advisory relationships without discretionary trading authority.

Dustin Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007, serving in various roles over that period. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brandon Blumenhorst is a financial advisor with J.P. Morgan Securities based in Indianapolis, Indiana. He holds a Series 66 designation and has nine years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Edward Jones from 2016 to 2019. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging a range of derivatives and commodities capabilities.

Sarah Foster is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Charles Schwab since 2015. 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 offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s investment research.

Garret Kintzel is a financial advisor at Charles Schwab in Indianapolis, IN, with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2017, following prior roles at AutoZone and Neff Engineering Co. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its integrated and scalable service platform.

Jonathan Hicks is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. He previously worked at Periculum Capital Company, LLC and Lazard. Outside of his advisory work, he is involved in a trust-related business based in Carmel, Indiana. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and employer-sponsored financial planning agreements.

Justin Long is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Impact Financial Group and Long & Associates. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Alan Hendrickson is a financial advisor with Ameriprise Financial Services, holding ChFC® and Series 63 credentials and bringing 48 years of industry experience. His career includes long-term roles at Ameritas entities and ownership of Hendrickson Financial Group and Alan Hendrickson & Associates. Outside of finance, he serves as president of a family farm corporation and is a guitar player in the Hang Nine Band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dean Weseli is a CFP® professional with 19 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior experience includes roles at Goelzer Investment Management, Inc. and Windsor Wealth Management. Dean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology.

Jackson Parrish is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors, Securities America, Inc., and Spectrum Financial Group prior to joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization techniques, supported by a complex network of affiliates and private-equity ownership.

Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she serves as a committee member for the Good Samaritan Foundation, working on an education center honoring her father. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Kennedy is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He began his career in 1997 with Prudential Securities and later co-founded the Lockwood & Kennedy Group in 2001. In 2009, he and his team transitioned to Merrill, where he formed the Horrall & Kennedy Wealth Management Group upon Jeff Lockwood's retirement in 2016. In 2020, Scott expanded the team to include Marc Pyatt, focusing on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies for families, covering areas such as retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, and legacy planning. His approach assists families in maintaining their lifestyles through various economic environments and life transitions. He holds a Bachelor of Arts degree from Indiana University and has earned several professional designations, including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®. Scott is involved with professional organizations like the Indiana University Alumni Association and the Indiana University Varsity Club. He resides in Carmel, Indiana with his wife Jenny and their two children, Ryan and Lauren, and enjoys attending Indiana University football and basketball games.

Matthew Liffick is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and Brunette And Associates, LLC. He is also the President and CEO of Liffick Wealth Management Inc., where he provides financial services and client prospecting. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, and charitable organizations by offering financial planning, asset management, and educational seminars. The firm uses collaborative, annual planning engagements with firm-approved analytical tools to deliver written recommendations tailored to client goals.