Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with LPL Financial since 2001. His other business activities include sales of non-variable insurance products, such as individual health insurance and long-term care policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and a range of portfolio management options.

Larry Riley Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he teaches a business class for the Brownsburg Community School System. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Vincent Catania is a CFP® with 38 years of industry experience, currently serving at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Outside of his advisory role, he acts as a co-trustee for a family trust and is involved in the sale of life and disability insurance policies. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Freund II is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2002. Based in Indianapolis, IN, he holds Series 63 and Series 65 licenses. His prior work includes roles related to group life and health insurance sales, including as an independent agent for Hays Companies of Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

William Cummins is a CFP® professional with 41 years of experience in the financial services industry, working at LPL Financial since 1995. He also has a longstanding relationship with Bankers Life Insurance Society dating back to 1988. Cummins serves as an independent insurance agent and managing director at several related businesses, including Cash Balance Advisors and Redwood Tax Specialist. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by extensive research and technology solutions.