Daniel Warnock Jr. is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and spanning 19 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and an integrated operational structure.

Joseph Clagg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Avantax Investment Services, Proequities Inc, and Mutual of America Securities. 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 advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad platform of financial activities.

Andrew Mcatee is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Primerica Financial Services and positions outside finance in education and retail. He is involved in sales of investment-related products as well as part-time referrals of home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies supported by third-party asset managers and custodial platforms.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2014, including a prior role at Merrill in 2012. Outside of finance, he serves as a consultant for an orthodontics practice, providing minor business advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Levi Smith is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Charles Schwab since 2017 and was previously involved with Delta Sigma Phi Fraternity from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a multi-asset model portfolio approach and combines non-discretionary advisory relationships with access to discretionary separately managed accounts through its affiliated investment management entity.

Chynna Turner is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously spent four years at Fifth Third Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and managed-account services, combining non-discretionary guidance with access to affiliated discretionary portfolios and alternative investments. The firm’s integrated structure supports a large client base with centralized custody and operational capabilities.

Nolan Kramer is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Jpmorgan Chase Bank, N.A., and academic involvement with Indiana University Bloomington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Madison Mc Ewen is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining the firm, Madison held various roles outside the financial sector, including positions at Olive Garden and Indiana University Residential Programs & Services. Raymond James & Associates, Inc. is a large 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Winters is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Avantax Investment Services for nine years before joining LPL Financial in 2020. Winters holds Series 63 and Series 65 licenses and is based in Greenfield, Indiana. Outside of his advisory role, he is involved in tax preparation and accounting through Winters Financial Group. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and has held various roles outside the industry, including positions at BJs Warehouse and Instacart. Strope also conducts seminars through Benefit Planning Inc., an entity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Noah Kramer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. His work history includes multiple roles at Charles Schwab since 2019 and previous positions at IUPUI and River West Property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence on alternative investments, supported by a distinctive integrated operational structure.

Charles Schiaffo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Karl Marko is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2016. Based in Indianapolis, IN, his practice is part of a large institutional firm known for serving high- and ultra-high-net-worth clients. Charles Schwab & Co., Inc. offers wealth advisory services primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationship models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Cally Seefeldt is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. 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, institutions, and municipalities, and offers a range of financial planning, consulting, and municipal advisory services.

Michael Durr is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022, following five years at Government Employees Insurance and one year at FedEx Express. Based in Indianapolis, IN, Durr’s background spans both financial services and corporate sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and due diligence capabilities.

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Travis Ehlen is a CFP® professional with 13 years of industry experience, currently advising at Cetera. He has previously worked with Avantax Advisory Services and 1st Global Advisors Inc. Ehlen also owns a CPA practice, Ehlen Heldman & Co., where he is involved in tax projections and wealth management operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.