Aaron Krider is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation. He joined J.P. Morgan Securities in 2026 and has prior experience at Blue & Co. and Fitzgerald Hospitality Group. 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 an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Katie Kern is a financial advisor with Equitable Advisors in Carmel, Indiana, holding a Series 66 designation and four years of industry experience. Her work history includes multiple roles within Equitable Advisors since 2019 and prior experience at TMC Transportation and Rinehart Farm, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing LPL and third-party asset managers to deliver tailored advisory and brokerage services.

David Waite Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked 17 years at Equity Services, Inc. He is also an agent for non-variable insurance products through multiple related activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lance Turner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Turner is a partner in First Heartland Wealth Management LLC, a business unrelated to investment activities. 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 provides financial planning and consulting services with non-discretionary investment advice, supported by a broad range of portfolio management styles and affiliated research.

John Murphy is a financial advisor at Fidelity with Series 66 and Series 63 designations and 10 years of industry experience. He has worked at multiple firms including Alphastar Capital Management, The Assurance Group, and Bankers Life in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kevin Mc Mullen is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Merrill since 1994 and also at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as treasurer for a homeowners association and volunteers as a committee member involved in budget and investment review at Our Lady of Mount Carmel Catholic Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Piechocki is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Voya Financial Advisors. Outside of advising, he serves as Secretary for the Fraternal Lodge-KSKJ, where he assists with fundraising events. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lawrence Counen is a financial advisor at Stifel with 26 years of industry experience. He has held his position at Stifel since 2012. Counen holds Series 63 and Series 65 designations and is based in Indianapolis, IN. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Elizabeth Wertz is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 license and five years of industry experience. She has worked at LPL Financial and Elements Financial Federal Credit Union since 2021 and has prior experience with The Hostetter Team at Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Bryan Baker is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2016, first at Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a structured investment framework.

Matthew Baltera is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Raymond James & Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes.

Amanda Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and its services include a broad range of retail and institutional offerings.

David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

Steven Schenck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized investment guidance. Steven earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis. His educational background supports his role in delivering wealth management services to clients.

Kameron Troxell is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple divisions of J.P. Morgan since 2015, with prior experience at Uber. 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.

Thomas Meltzer Jr. is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.

Patrick Gothard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Boston Beer Corporation, MML Investors Services, Westpoint Financial Group, and MassMutual Life Insurance Company. Outside of finance, he has experience working at Walt's Other Pub and has been involved with the Zeta Chapter of Phi Gamma Delta. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Kurtock is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cardinal Integrated Systems and Pooch Palace Resorts, as well as work with AI Innovations and teaching experience at Fishers High School and Purdue University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing program sponsors and endorsed TAMPs to deliver both advisory and brokerage solutions.

Connor Wagoner is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and APEX Wealth Services LLC. His background includes roles supporting client services and financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.