David Thurman is a financial advisor with LPL Financial based in Fishers, Indiana. He holds a Series 63 designation and has 39 years of experience in the industry, including 34 years at Linsco/Private Ledger Corp. Thurman is also a notary public, providing notary services without charge as a supporting function to his advisory work. 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 services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Darcey Keller is a CFP® with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Indianapolis, IN. Keller’s prior experience includes seven years with Financial Engines Advisors L.L.C. and three years at OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with an emphasis on long-term orientation and periodic rebalancing.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. 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, and operates under a fiduciary standard.

Shaina Keck is a financial advisor with LPL Enterprise LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Stonecrest Group. Outside of finance, she bartends at Nigh Brew Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Nicholas Rohrer is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Brunette is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 50 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and leading his own firm, Brunette & Associates. Outside of advisory work, he is involved in educational ventures such as operating a Mathnasium franchise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports advisors with a range of program structures and investment models, managing over $256 billion in assets across more than 10,000 advisors.

Joe Paulus is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Reedy Financial Group, Oxford Financial Group, Delaware Life Insurance Company, and Fifth Third Bank. 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 portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a broad range of strategic and tactical investment options.

Derek Mac Farlane is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer, Butler University, and Zionsville Community Schools. Mac Farlane is also active as a life insurance agent with several insurance companies. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.

Clayton Haisley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously spent 10 years at Charles Schwab before joining Wells Fargo in 2025. Outside of his advisory role, he serves as an arbitrator in Washington, DC, and is the vice-president of a homeowners association in Richmond, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2019. Outside of his advisory role, Low is associated with Forty Financial, an investment-related business in Greenfield. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and access to diverse investment strategies.

Jordan Browning is a Series 66-licensed financial advisor with two years of industry experience, currently with OSAIC. Prior to joining OSAIC, he worked at Woodbury Financial Services Inc and has a background that includes six years in insurance sales at Vital Insurance Partners, where he focuses on Medicare and related health insurance products. Browning maintains ongoing roles in insurance sales alongside his advisory work. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process, and it is notable for its scale, affiliate network, and multi-advisor platform.

Malia Watkins is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to that, she was employed at Arazu on Main and the University of Evansville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Royal Alliance Associates and several business ventures including Performance Financial Group LLC, Performance Tax LLC, and MLS Insurance LLC. Outside of advising, he serves on the board of a nonprofit organization, Outfitters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jessica Rhoades is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Prudential-affiliated firms. She is also a licensed notary. 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 variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Benjamin Vangundy is a financial advisor with LPL Enterprise holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Walgreens and Frontier Communications among other varied roles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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 a large network of investment adviser representatives.

Christopher Jackson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as divorce and estate settlement services.

Derek Wanner is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, currently in his first year in the industry. Prior to joining Edward Jones, he worked in the construction and insurance sectors, including roles at Crane Builders and Bixler Insurance. He also has experience with the Central Indiana Chapter of NECA and Huseby Homes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Dean Weseli is a CFP® professional with 19 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior experience includes roles at Goelzer Investment Management, Inc. and Windsor Wealth Management. Dean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology.