Patrick Moor is a financial advisor with Primerica Advisors in Noblesville, IN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 22 years of industry experience and has been with Primerica Advisors since 2003. Outside of his advisory role, he operates an online business selling items through eBay on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Mccormick is a financial advisor at OSAIC in Indianapolis, IN, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of advising, he serves in leadership and volunteer roles with several nonprofit and community organizations, including as treasurer for religious groups and as an advisory board member for Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on portfolio construction through asset allocation tools and multiple investment platforms.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Douglas Baim is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 29 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Integrity Insurance, Inc. and Integrity Advisors Inc., entities involved in insurance and advisory services. Outside of his advisory work, he is involved in a land maintenance business, Land Care, Inc. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic allocation options.

Joe Paulus is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Reedy Financial Group, Oxford Financial Group, Delaware Life Insurance Company, and Fifth Third Bank. Outside of his advisory work, he is involved with the Harber Group, which operates as a DBA for his LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Derek Mac Farlane is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 65 and Series 63 licenses and having three years of industry experience. Prior to joining LPL Financial, he worked at Thurston Springer and has experience in educational roles at Butler University and Zionsville Community Schools. Mac Farlane is also licensed as a life insurance agent with several companies, including Pacific Life, Reliance Standard, and Corebridge Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, employing diverse investment approaches and offering various institutional platforms.

Jordan Browning is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has additional experience in insurance sales through Vital Insurance Partners, where he is a partner focused on life and health insurance and Medicare-related products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to construct and manage portfolios across a variety of investment vehicles.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Royal Alliance Associates and several business ventures including Performance Financial Group LLC, Performance Tax LLC, and MLS Insurance LLC. Outside of advising, he serves on the board of a nonprofit organization, Outfitters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jessica Rhoades is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Prudential-affiliated firms. She is also a licensed notary. 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 variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

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.

Matthew Burke is a CFP® professional with 35 years of industry experience. He is currently affiliated with OSAIC Wealth Inc and also manages Resource Planning Group, LLC, a private entity that facilitates securities, advisory, and insurance business. In addition to his advisory work, Burke serves as a board member for Faithful Shepherd Ministries, a nonprofit counseling service. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options supported by advanced asset-allocation tools and third-party solutions.

Seth Gorman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he is involved in RV transportation in Fort Wayne, Indiana, committing significant time to this activity alongside his advisory work. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports clients primarily through a large network of financial advisors.

Benjamin Crawford is a financial advisor with LPL Financial and holds a Series 66 credential. He has two years of industry experience, including roles at Old National Bank and involvement in entrepreneurial activities such as owning Big League Developments LLC and working on Moran Farms. 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, employing various investment approaches including model portfolios and third-party asset management.

John Compton is a financial advisor with LPL Financial based in Anderson, Indiana, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms including Integrity Brokerage Services, F500 Advisory Services, and Fiducial Investment Advisors. 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.

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.

Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Scott Erkfitz is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Noblesville, Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations through a collaborative advisory process.

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.

Michael Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab firms since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.