Fitzgerald Charlier is a CFP® professional with 27 years of experience in the financial services industry. He has worked with Cambridge Investment Research Advisors since 2018 and previously held positions at Signator Investors and Transamerica Financial Advisors. He serves as a member of the Faith and Finance Committee at Christ the Savior Lutheran Church. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management supported by proprietary model strategies and access to third-party advisers.

Bryon Foley is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Signator Investors and John Hancock Mutual Life Insurance Co. for 22 years. Outside of his advisory work, he founded BOOMERS & BEYOND, a business networking organization that hosts monthly events for local professionals. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and manages a complex network of affiliated entities and programs.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab, TIAA-CREF, Valic Financial Advisors, and Thrivent Investment Management. Outside of his advisory work, Brooks is also a sales associate for two separate realty firms. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of investment adviser representatives.

Nicholas Oliff is a Series 66-registered financial advisor with Merrill in Indianapolis, IN, with one year of industry experience. Prior to joining Merrill, he worked at TruckerFi / Conserv Capital for five years and held positions at TrueShares, Chicago Baseball and Educational Association, University of Illinois at Chicago, and Jefferson College. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Riley Modesitt is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Ameriprise Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, First Community Bank, Merrill, and A. G. Edwards & Sons, Inc. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

William Kult is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, he serves as an assistant soccer coach at Heritage Christian. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Shaw is a CFP® professional with 25 years of experience in the financial services industry. She has been with J.P. Morgan Securities since 2013 and previously worked at The Huntington Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Shaw serves on the Investment Committee for Junior Achievement of Central Indiana, an organization focused on financial literacy and entrepreneurship education for youth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a proprietary investment process.

Blake Haller is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 designations. He has two years of industry experience, including prior roles at Experis and Elanco. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated custody, brokerage, and advisory services.

Stephen Munsch is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Charles Schwab, he worked at Menards and FirstDue Remodeling and was a full-time student for nine years. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through multi-asset portfolios and alternative investment options within a large, integrated operational structure.

Sarah Switzer is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Raymond James in 2023, she worked at Guardian Life from 2019 to 2023 and held various roles at Charles Schwab between 2011 and 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Kathleen Richardson is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses. She has 33 years of industry experience, including 14 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Aysenaz Crewse is a financial advisor with Charles Schwab, holding the CFP® designation and Series 63 and 65 licenses, with 10 years of industry experience. She has worked at Charles Schwab since 2015, including a four-year tenure at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 SMA portfolios and offers a centralized operational structure supporting its integrated wealth management services.

Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Sanctuary Securities, Inc. and Sanctuary Advisors, LLC before joining Financial Engines Advisors L.L.C. in 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice across a range of account types.

Dallas Senters is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Josh Fedorchak is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, LLC and Strack and Van Til, as well as several years working in education at Wabash College and local schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and trustee services through affiliated entities.

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.

John Perry is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Morgan Stanley and its related entities since 2009, with prior experience at Merrill from 2001 to 2004. Perry serves on the finance committee of the Indiana Sports Corp, contributing to budget and investment oversight. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and various modeling tools to support client financial goals.

Robert Linden is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 license and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.