Scott Erkfitz is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Noblesville, Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations through a collaborative advisory process.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

Ryan Dwyer is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He joined Edward Jones in 2018 after working at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Wright is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank before joining Fidelity in 2017. He is currently based in Noblesville, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of algorithmic methods and AI in research, and formal proxy voting and governance procedures.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Gary Zent is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Zent operates a bookkeeping and tax preparation service and markets Medicare supplement and related health insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lance Lyday is a CFP® professional with 35 years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial and over three decades as a self-employed advisor. He is also a member and Chair of the Investment Committee for the Archdiocese of Central and Southern Indiana’s Finance Council. Raymond James & Associates is a large, nationally supported 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Stollmeyer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of his advisory role, he partners in and helps organize ELITE Soccer Training in Fishers, IN, where he teaches soccer skills to children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and public entities. The firm offers financial planning and investment consulting across a range of portfolio management styles, supplementing advice with firm research and model manager options.

Matthew Weaver is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His work history includes positions at Commonwealth Financial Network and Resource Planning Group. Outside of his advisory role, Weaver is a professional ultimate frisbee player for the Indianapolis Alleycats. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at The Huntington National Bank and its affiliated investment firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Haley Guthrie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Charles Schwab for six years and has held various roles including positions outside finance such as cashier at a retail clothing store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with LPL Financial since 2009 and operates Elements Wealth Management, a DBA related to his LPL business. Prior to LPL, he held positions at Chase Investment Services Corp. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at George P. Stuart Printing Co. dba Indianapolis Recorder Newspaper and Martin University. Outside of his advisory role, he is co-founder and partner of Phenix Consulting Group, a consulting firm aiming to build bridges between the USA and Africa, and he serves as an adjunct faculty member at the University of Indianapolis teaching in the School of Education. He is also an advisory board member for the Lawrence Township Schools’ McKenzie Center for Innovation and Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Logan Sheley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through both non-discretionary and discretionary investment approaches. The firm integrates brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Jonathan Jacoby is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at Star Financial Bank and Cetera Investment Services. Outside of his advisory work, he serves as a board member of Jacoby Agency, Inc. and mentors at The Crossing, an alternative learning center. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary arrangements.

Benjamin McElwee is a financial advisor with LPL Financial in Noblesville, Indiana, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to LPL Financial, he worked at Equitable Advisors for three years and has held various positions including roles outside the financial industry. He provides investment advisory services through Independent Advisor Alliance, a separate registered investment advisor firm. 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, third-party asset management, and institutional platforms.

Donald Schultheis is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Great Point Advisors, WBB Securities, and Goelzer Investment Management. He is also a partner at Lantern Road Capital Partners, where he engages in personal investment activities and consulting. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Claire Burke is a financial advisor at Osaic with a Series 66 designation and recently started her career in the industry. Her prior work includes roles at Resource Planning Group and The Sixpence, as well as experience outside finance with Creating Joyful Moments and Culvers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools such as asset-allocation software and automated rebalancing to build portfolios across multiple asset classes.