Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Paul Watko is a Series 66-credentialed advisor with over 21 years of industry experience. He has worked at LPL Financial since 2015 and also conducts investment-related activities through Eminent Wealth Strategies. His prior roles include positions at M HOLDINGS SECURITIES, Inc. and Mack Financial Group, Inc. 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 offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Stark Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior experience includes 13 years at Cetera before joining Ameriprise in 2013. Outside of his advisory role, he operates a tax preparation business as a certified public accountant. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm's approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

William Pfadt is a financial advisor with LPL Financial in Indianapolis, IN, holding the CFP®, ChFC®, and Series 63 designations. He has 36 years of industry experience, including prior roles at OneAmerica Securities, Inc., ON Investment Management CO, and National Planning Corporation. 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.

Bradley Sabelhaus is a financial advisor with Edward Jones in Brownsburg, Indiana, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Edward Jones for his entire career since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions with a nationwide network of financial advisors and branch offices.

Scott Frye is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Daniel Hamilton is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to this, he worked at TEKsystems for three years. He is involved in community and nonprofit activities, including serving as Marketing Chair for the Walk to End Alzheimer's in Indianapolis, an advisory board member for Best Buddies Indiana, and a board member of the Indianapolis Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Amanda Richmond is a financial advisor at LPL Financial in Indianapolis, IN, with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and the Department of Financial Institutions. Richmond is also a notary in Indiana and is involved with Isageniz LLC, a healthcare company. 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.

Ryan Rossman 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 previously worked at Chase Investment Services Corp. from 2007 to 2012. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by centralized due diligence and includes an ESG eligibility framework.

Brennan Brown is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, First Merchants Private Wealth Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Gail Barnes is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at Avantax Advisory Services and Intuit Tax. Barnes also operates Barnes Financial Services, where she provides accounting and bookkeeping services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked in healthcare-related roles, including three years at Anew Hospice and five years at Dycora Transitional Health. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across various areas without discretionary portfolio management, allowing clients to combine planning with managed accounts under a consolidated billing option.

Peter Schueth is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns SCHUETH ENTERPRISES, INC., a family business involved in consulting, real estate sales, and resale of antiques. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Kyle Adams is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milwaukee Tool for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Evan Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at BMO Financial Group. He is based in Plainfield, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Joshua Collier is a Series 66 licensed financial advisor with 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2026 and has been with Raymond James Financial Services Advisors, Inc. since 2026. Collier is also the owner of Triple J Tactical, an LLC based in Ellettsville, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a range of advisory programs and institutional consulting services.

Adam Faust is a financial advisor with J.P. Morgan Securities in Greenwood, Indiana, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Robert Nash II is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He has held positions at Cambridge since 2009 and previously worked at Citigroup Global Markets for 11 years. Outside of his advisory role, Nash owns a consulting business and is involved in offering referrals for basic estate planning through Legal Shield. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.