Tiphani Jansing is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank, SSB since 2021. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Paul Daniels is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, IN, bringing 23 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Benjamin Vangundy is a financial advisor with LPL Enterprise, holding the Series 66 designation and based in Indianapolis, IN. He joined LPL Enterprise in 2025 and has prior experience working at Walgreens and Frontier Communications. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

Jason Roberts is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BMO Harris Financial Advisors since 2014. Roberts is based in Carmel, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

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.

Mistie Trame is a financial advisor with Charles Schwab in Westfield, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Charles Schwab since 2012 and is also involved in real estate and property management. 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 Schwab Center for Financial Research due diligence.

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.