Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2019. Outside of his advisory role, Low is associated with Forty Financial, an investment-related business in Greenfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and access to diverse investment strategies.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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 a large network of investment adviser representatives.

Derek Wanner is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, currently in his first year in the industry. Prior to joining Edward Jones, he worked in the construction and insurance sectors, including roles at Crane Builders and Bixler Insurance. He also has experience with the Central Indiana Chapter of NECA and Huseby Homes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Donald Vick is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management, Door Dash, and Jpmorgan Chase Bank, N.A. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kacia Mills is a financial advisor at Equitable Advisors in Indianapolis, IN, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Roche Diagnostics for over two decades and has experience with Silverback and Carmel Clay Schools. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Chad Cunningham is a financial advisor at Edward Jones in Lawrence, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including consulting and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the country.

Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His prior roles include sixteen years at Lincoln Financial Securities Corporation and over two decades with Osaic FS, Inc. Outside of his advisory work, he serves as president of Donkeymonkey and is involved in other business ventures including Piggybank, LLC and The Electric Amish. 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 variety of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2016 and previously worked at Enterprise Holdings from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gregory Knecht is a Series 66 licensed financial advisor with Edward Jones, based in Greenfield, IN. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he owns and maintains a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Krista Scott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JP Morgan Chase Bank and J.P. Morgan Securities since 2016, including prior roles at GWFS Equities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with LPL Financial since 2009 and operates Elements Wealth Management, a DBA related to his LPL business. Prior to LPL, he held positions at Chase Investment Services Corp. and Edward Jones. 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Ethan Starkey is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Knowledge Services and KHI Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

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.

Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.

Zachary Fox is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at LPL Financial and previously spent five years with Edward Jones and two years at Pascal Engineering. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.