Chad Stevens is a financial advisor with Edward Jones in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and worked previously at Comcast Spotlight for 20 years. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Adam Hiatt is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was affiliated with Northview Church for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Oliver Dorn is a financial advisor at LPL Financial in Fishers, Indiana, holding Series 65 and Series 63 licenses. He has recently begun his advisory career, having worked in various roles including positions at credit unions and educational institutions. Outside of finance, his work experience includes roles at Morey's Piers and Cedar Point amusement parks. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Daniel Larner is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc. He serves on the board of directors for the Indianapolis Northside Lions, a nonprofit youth basketball club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Samantha Harris is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Primerica Financial Services and positions in the pharmaceutical and retail sectors. In addition to her advisory duties, she receives compensation for referring home security and automation services through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Samantha Melching is a financial advisor with LPL Financial and holds the Series 66 designation. She has eight years of industry experience, including prior roles at NewEdge Advisors, Sanctuary Wealth, and OneMain Financial. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Joni Langenberg is a CFP® professional affiliated with Wells Fargo Clearing, with 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2025 before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Crystal Starkey is a Series 66-licensed financial advisor with Edward Jones in Greenfield, IN, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Matt Arthur is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2014, and previously held roles at The Huntington Investment Company and Woodbury Financial Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations and affiliations.

Luke Elgar is a financial advisor with LPL Enterprise in Indianapolis, IN. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Enterprise, he had roles with Diverex Capital entities and has an ongoing outside position at Kilroy's Sports Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product offerings through affiliated entities.

Benjamin Harber is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and also operates Artistic Enterprises, where he works as an actor and model. Harber has served as a substitute instructor at Anderson University, teaching a course on personal financial planning. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Travis Mcclarney is a financial advisor with LPL Enterprise possessing 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, NY Life, and Eagle Strategies. He serves on the boards of the Golfmoor Baseball Association and the Kiwanis Club of Evansville. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cary Smith is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Greenfield, IN, he holds Series 63 and Series 66 licenses. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Justin Brown is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been associated with Primerica Financial Services since 2001. In addition to his advisory work, Brown has served with the Lafayette Fire Department since 2010. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

Lauren Elizabeth Hesler Conrad is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Pacers Sports & Entertainment. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Philip Christner is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of his primary role, he provides Certified Divorce Financial Analyst (CDFA) services for Torchlight Resolutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, serving clients with a broad menu of financial planning options covering various specialized needs.

Robert Dunlap is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap also teaches a course titled Retirement Planning Today through Dunlap Wealth Management. 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 portfolio programs, third-party asset management, and institutional platforms.

Kristen Koers is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a mix of in-house and third-party investment managers and provides customizable portfolio strategies aligned with clients’ risk profiles.

Joseph Moran is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Doc B's Fresh Kitchen. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations as part of annual financial planning engagements.