David Cotton is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with support from various research and model portfolio resources.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she operates an event planning and interior design business. She also serves on the boards of two Indianapolis-based nonprofits—the Be Nimble Foundation, focusing on developing a diverse tech ecosystem, and the Indianapolis Cultural Trail, a linear park and public space—holding leadership positions including Chair of the Board and Treasurer respectively. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates ESG criteria in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Justin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the management of the team's discretionary trading portfolios and the selection of Alternative Investments. Justin joined Merrill in 2002. His expertise includes consulting with clients to translate life goals into cash-flow and wealth management strategies encompassing trust and estate planning, portfolio management, banking, cash management, insurance, and lending through Bank of America. His client focus areas include Corporate Benefits, Corporate Executive Services, Executive Compensation, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, and Portfolio Management Services. Justin holds a Bachelor of Science degree in Finance from Butler University and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. He serves his clients with a commitment to prudent stewardship and personalized service for their entire family.

Matthew Henning is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, offering a range of retail and institutional financial services.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perry is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. Perry is also a partner at Perry Financial Group, where he is involved in selling life and health insurance, and operates a sole proprietorship as a tax preparer. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and utilizes various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Andrea Santiago is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Prior to this, she worked at Gizmo's Galleria / 3 Generations for four years. Santiago is also a partner in Medley Partners, LLC, an LLC created to manage liability related to real estate leases for her branch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing tailored, non-discretionary plans supported by various portfolio management styles and affiliated research.

Travis Walton is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with Edgewater Payments, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by internal research, third-party subadvisors, and advanced portfolio strategies.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Kyle Tullis is a financial advisor at Morgan Stanley in Indianapolis, IN, with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Tullis Household. He holds the Series 63 and Series 66 licenses. 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 financial planning and estate strategies, with a structured planning process supported by proprietary tools and models.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Paul Watko is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and also operates Eminent Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Stark Jr. is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 license and 30 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Stark operates a tax preparation business and works as a CPA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Smithson Jr. is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017, following a year at LPL Financial and Desert Schools Federal Credit Union. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Thomas Foster is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup Global Markets since 2001 and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2013, also working with J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

William Pfadt is a CFP® and ChFC® credentialed financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation from 2015 to 2017. Pfadt operates under the DBA Pfadt Wealth Management associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and investment strategies.

Jill Barkley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She worked at Stifel Nicolaus & Co. Inc. for 20 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.