Thomas Coleman is a Series 66 licensed financial advisor with LPL Financial, based in Indianapolis, IN. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Bloom Project, Inc. as a Project King Director. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support discretionary and non-discretionary management.

Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Cetera and First Merchants Bank before joining LPL Financial in 2018. Outside of his advisory role, he operates Lerch Lawncare, a business he has managed since 2015. 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 discretionary and non-discretionary management options supported by LPL Research and third-party providers.

Amanda Richmond is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, the Department of Financial Institutions, and PNC Bank. Outside of her advisory work, she is a notary in Indiana and is involved with Isageniz LLC, a healthcare company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Elizabeth Wertz is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 license and five years of industry experience. She has worked at LPL Financial and Elements Financial Federal Credit Union since 2021 and has prior experience with The Hostetter Team at Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.