Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His career includes nearly two decades at Waddell & Reed Inc and various insurance carriers, as well as operating his own advisory business, Matthew E Bose. He has also been involved in business entities related to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Nathaniel Zimmerman is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 credential and 17 years of industry experience. His prior roles include work with Waddell & Reed and owning businesses related to real estate and investment management. He also operated NZ Properties LLC, a real estate rental business, for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Paul McIntosh is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, McIntosh serves as a board member for Rainmaker's Young Professionals and coaches quarterbacks at Guerin Catholic High School. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Samantha Bush is a CFP® professional with 13 years of industry experience, currently advising at LPL Financial since 2021. She previously operated Samantha Bush LLC and has held positions with Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she was involved with the Center Grove Trojan Band Boosters from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party sub-advisors.