Roy Herrmann is a financial advisor with Edward Jones in Noblesville, IN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coordinates activities for a business networking referral group. 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 strategies, and maintains a large national network of financial advisors and branch offices.

Hayden Moran is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Moran has worked in various positions outside finance, including service roles at Purdue University and Green Bean Delivery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC for ten years and BMO Harris Bank for twelve years. 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 resources and technology for investment professionals.

Dustin Mendenhall is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Planning Partners, Edward Jones, Southbridge, and Vertical Wealth. He is involved with S.A.M. Investment Group LLC, an entity 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 institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Rachel Hubbard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Robert W Baird, and Fifth Third Bank. 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, supported by a large national network of financial advisors and branch offices.

Josh Fedorchak is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, LLC and Strack and Van Til, as well as several years working in education at Wabash College and local schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and trustee services through affiliated entities.

James Holt Jr. is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and 43 years of industry experience. He has previously worked at MetLife Securities Inc. for 15 years and has been with Mass Mutual Investors Services since 2017. Holt also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analysis tools and provides event-driven planning services including divorce and estate settlement planning.

Gregory Rogers is a financial advisor at Edward Jones in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

T Phillips IV is a ChFC® credentialed financial advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 30 years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, Phillips serves as treasurer and coach for the Broad Ripple Haverford Little League and is a board member and co-treasurer for Indy Phoenix FC, a nonprofit supporting local soccer teams. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers planning through annual, collaborative engagements utilizing firm-approved software and offers event-driven planning services including estate settlement and employer-sponsored programs.

Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Sadowski is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an assistant baseball coach at Tri West High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Sims is a financial advisor with Fidelity in Fishers, IN, holding Series 66 and Series 63 registrations and six years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and two years at Covance. Outside of his advisory role, Sims serves as an officer for Stopbeefinradio, a music platform where he posts music and videos for major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Wright is a CFP® certificant with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Based in Indianapolis, IN, he holds the Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment strategies through a large nationwide network of financial advisors.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 25 years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and has a broad product offering supported by bank and insurance affiliates.

Warren Mc Crea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of his advisory role, Mc Crea is involved in coaching volleyball and other sports through community organizations in Indiana and California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, consulting, and access to various asset management platforms.

Jerry Romjue is a financial professional with Cetera holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at First Allied Advisory Services, Wells Fargo Advisors, and Artistic Strategies. Outside of his advisory work, he is a Certified Public Accountant and a managing member of J Romjue Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary account options.

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Neal Taflinger is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian / Lifetime Financial Growth, Park Ave Securities LLC, and Aflac. Taflinger is also engaged as an insurance broker through a separate outside activity focused on life, disability, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses proprietary software and structured planning approaches to deliver collaborative, goal-oriented recommendations.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.