Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 19 years with Waddell & Reed Inc and various insurance carriers. Outside of advising, he has operated his own business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Nathaniel Zimmerman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and operation of his own entities in real estate and investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive technology tools and a large network of over 22,800 advisors.

Paul McIntosh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and was involved with various insurance carriers. Outside of his advisory role, he serves as a board member for Rainmaker's Young Professionals and coaches football at Guerin Catholic High School and Brownsburg High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Samantha Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, she operated Samantha Bush LLC for six years and held roles at Waddell & Reed Inc and various insurance carriers. Her background also includes involvement with the Center Grove Trojan Band Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of non-advisory financial services.