Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera and First Merchants Bank. Outside of finance, he operates Lerch Lawncare, a lawn care business he has managed since 2015. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a range of investment strategies supported by technology and research tools.

William Powers is a financial advisor with Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to integrate planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Woodhouse is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Teachers Credit Union and CUNA Brokerage Services, Inc. since 1999. 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 access to third-party asset management.

Charles Williams Jr. is a financial advisor with Equitable Advisors in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 34 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and Axa Advisors. Williams serves as Membership Committee Chair for The Antelope Club in Indianapolis. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions tailored to client needs.

Brett Perks is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc. since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

Job Ward is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise in 2026, he worked for 19 years at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan White is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has previously worked at Scott Financial Organization and Concourse Financial Group Securities Inc., and has operated his own firm, White Wealth Management, since 2006, providing comprehensive financial planning services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Stephen Colligan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to this, he worked at Franklin College for four years. 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 broad client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

Evan Coffman is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at SagePoint Financial, Inc. and MARC Financial. Outside of his advisory role, he operates a sole proprietorship selling life insurance and works as a food delivery driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Teresa Esteb is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for 17 years and David Craig for 32 years. Teresa is currently associated with the Stonecrest Group within Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jacob Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Everwise Credit Union, SYM Financial Advisors, and Interra Credit Union. He also has experience in education and retail from earlier in his career. 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, supported by a large network of investment adviser representatives.

Samantha Fogg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of a team with over 200 years of combined industry experience. Since joining Merrill in 2019 following two internships, she has focused on relationship management and customized financial planning to assist individuals, families, and business owners in achieving their financial goals across various life stages. Samantha's areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Samantha holds a bachelor's degree from Indiana University, where she was a member of the women's volleyball team for four years. She earned academic honors such as Academic All-Big Ten in 2017 and the Scholastic Achievement Award from the Big Ten Conference in 2019. She holds the Personal Investment Advisor (PIA) designation and contributes to professional and community organizations including Women for Riley. Samantha has volunteered with organizations such as the Boys & Girls Clubs of America, Riley Children's Hospital, and St. Barnabas Catholic Grade School. Outside of her professional work, Samantha enjoys golfing, reading, skiing, playing volleyball, traveling, and spending time with her family.

Andrea Fonseca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and 66 licenses and has worked previously at Key Bank and Huntington National Bank. Fonseca serves as Secretary of the Board and is a member of the Governance Committee for the Central Indiana Community Foundation, a nonprofit focused on philanthropy and grantmaking. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to affiliated portfolio services.

Kendrick Tunstall is a CFP® with 18 years of industry experience, currently serving at Edward Jones in Indianapolis, IN since 2008. His outside activities include ownership of real estate and short-term rental businesses and participation on the finance committee of 1st Baptist Church North Indianapolis. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of financial advisors and branch offices.

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

Jeffrey Kirkhoff is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Raymond James since 1999 and has been involved with Roney & Co. since 1994. Outside of his advisory work, he serves as an assistant girls basketball coach at Whiteland High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and pension plans. The firm offers financial planning and investment consulting services with tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Richard Hinesley is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. He previously spent 10 years at The Huntington Investment Company before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Nathan Cropp is a financial advisor with Edward Jones in Indianapolis, Indiana, holding a Series 66 designation and 15 years of industry experience. He 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Reuter Jr. is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. 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 charitable organizations—and offers financial planning and consulting through various programs, emphasizing non-discretionary relationships and a range of portfolio management styles.

Kevin O'Connell is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Fifth Third Bank and Regions Bank, where he also serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.