Taylor Ehrman is a financial advisor with Osaic Wealth, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Osaic in 2024, he worked at firms including Woodbury Financial Services and First Allied Advisory Services. Ehrman serves as treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at Macy’s and held various roles including positions at Indiana University and Nutek Aerospace Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 credential and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment offerings with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Alyssa Hamer is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. In addition to her work in financial advising, she has been involved with Distinctive Diamonds since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Matthew Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His work history includes roles at Equitable Advisors, Home Depot, Indiana University, and several other organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, participating primarily in LPL-sponsored and endorsed TAMP programs.

Nicole Mcgoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in wealth planning with a focus on high-net-worth families, senior executives, and individuals navigating divorce. Nicole's approach to financial advising is holistic and personalized, addressing investments, estate considerations, and the complexities of multigenerational wealth. She began her financial services career in 2010 and has experience working with successful families and business owners to build, preserve, and transfer their wealth. Nicole holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Indiana University-Purdue University Indianapolis. Beyond her professional role, Nicole is actively involved in her community, serving as a board member of Highland Golf & Country Club and volunteering at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory from 2016 to 2020. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes a delivery model relying heavily on LPL-sponsored programs and endorsed third-party managers.

Nicholas Oliff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at TruckerFi / Conserv Capital, TrueShares, Chicago Baseball and Educational Association, University of Illinois at Chicago, and Jefferson College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Kult is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Kult serves as an assistant soccer coach at Heritage Christian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Erin Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. She is based in Indianapolis, IN, and holds the Series 66 designation. Shaw serves on the Investment Committee of Junior Achievement of Central Indiana, an organization focused on educating young people in financial literacy and entrepreneurship. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and functions.

Sarah Switzer is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 66 designations and 19 years of industry experience. She has previously worked at Guardian Life and Charles Schwab in various advisory roles. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Kathleen Richardson is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Aysenaz Crewse is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2015, including a four-year period at Charles Schwab Bank. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She has been with the firm since 2016, following a brief tenure at Tmfs Advisors, LLC. Ervin holds the Series 63, Series 65, and Series 66 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Dallas Senters is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daun Sidor is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by its Global Investment Committee’s research and modeling tools.

Derek Disalvo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is a partner at TBDC Lead LLC, a wholesale and distribution business based in Denver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.