Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with LPL Financial since 2001. In addition to his advisory role, he is involved in the sales of non-variable insurance products, including individual health insurance, long-term care, and life insurance policies. 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 portfolios, third-party asset management, and institutional platforms.

Larry Riley Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. Outside of his advisory role, Riley teaches a business class for the Brownsburg Community School System. 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 financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and operational tools.

Vincent Catania is a CFP® professional with 38 years of experience in the financial services industry. He has been with LPL Financial since 2006, following earlier roles at Waterstone Financial Group and Quantum Financial Services. 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party management.

Charles Freund II is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2002. Freund also holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. His other business activities include serving as an independent agent selling group health plans. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Cummins is a CFP® with 41 years of experience in the financial industry. He has been with LPL Financial since 1995 and has worked with Bankers Life Insurance Society since 1988. He is also an independent insurance agent and managing director involved with multiple financial and retirement counseling services. 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, supported by extensive research and technology tools.