Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Lawrence Moran III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is involved in insurance services through Liberty Mutual and Comparion Agency as well as in non-variable health insurance sales with the Sorg-Moran Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment portfolios and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Brandi Greenleaf Barnes is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2021. Prior to her advisory role, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing diverse portfolio management styles supported by extensive research and a nationwide adviser network.

Michelle Litvan Fordice is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Bennett Ely is a financial advisor with J.P. Morgan Securities LLC in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prosperity Advisors and Cooke Financial Group, as well as work with Approachable Investing LLC. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary advisory services supported by in-house manager solutions and due diligence processes.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, 65, and 63 designations and seven years of industry experience. His prior roles include positions at Financial Enhancement Group, The Just Company, Triad Advisors LLC, and CNO Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

Jason Rudder is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He focuses on building long-term relationships with clients to provide financial planning tailored to their unique goals and life stories. His approach emphasizes trust, clear communication, and consistency to help clients make informed financial decisions. Jason has experience in various roles within the financial services industry. Prior to his current role, he worked as a Workplace Financial Consultant at Fidelity Investments from 2021 to 2026. He also served as an Investment Advisor Representative at Regal Investment Advisors in 2020 and as a Registered Representative at Western Southern Life Insurance from 2019 to 2020. His personal interests include comedy, social events with friends, parenthood, sailing, and swimming.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA. since 2007. He holds the Series 66 designation. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

Ulrich Koenig is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering a range of financial planning and consulting services alongside municipal advisory and market-making roles.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at JPMorgan Chase Bank and PepsiCo and currently serves as Investment Committee Chair and board member at HVAF of Indiana, a nonprofit organization. Bennett is also involved in a family LLC for real estate investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Jill Shepherd is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and J.J.B. Hilliard, W.L. Lyons, LLC. Shepherd serves as the Executive Board President of Restore Old Town, a nonprofit civic organization in Greenwood, IN. 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 portfolios, third-party asset management, and institutional platforms.