Jacob Girouard is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at LPL Financial and State Bank of Lizton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers along with integrated capital markets and lending services.

Jonathan Tominac is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023, following a prior role at Schillings in 2022. Additionally, he has been affiliated with Indiana University since 2021. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Justin Wirey is a financial advisor at LPL Enterprise with a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, asset management access, and insurance-related services.

Brian Coffey is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, New York Life Insurance, Merrill, Banc One Securities Corporation, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated services including trust custody and insurance products.

Krysten Overly Armour is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. She previously worked at Lincoln Financial Securities for eight years before joining Cambridge in 2020. Armour serves as an active board member for Noblesville Youth Baseball. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm supports a variety of investment strategies delivered through independent Financial Professionals and provides access to both proprietary and third-party model portfolios.

Branden Clayton is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Ameriprise and Lincoln Financial Group, as well as work at Prairie Farms Dairy Inc. and Purdue University Fort Wayne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Marc Klein is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2012 and also manages his own advisory business through Northbound Solution LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis delivered through a centralized consulting team.

Ronald Lacis is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1994, with a brief tenure at OptionsXpress, Inc. from 2016 to 2017. Based in Indianapolis, IN, he has extensive experience within a major institutional firm. 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 operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and research-driven due diligence on alternative investments.

Zachary Petry is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he operates an accounting and tax preparation business under Daryl J Petry PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Patrick Price is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase Bank, N.A. since 2009. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Latimer is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Nicholas Dickos is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2021. His prior work experience includes a four-year role at Bbc Pump & Equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at Indiana University and Soft Touch Moving and Storage. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.

Stephen Hlawnchhing is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to create comprehensive financial plans that are built on trust, relationships, and their personal preferences. Stephen helps clients navigate the wide range of options available at Fidelity to choose those that align with their personal goals. Stephen has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant, Relationship Manager, and Planning Consultant. His experience across these positions reflects a focus on client-centered financial planning and relationship management. Outside of his professional work, Stephen enjoys camping, comedy, fishing, fitness, and music.

Locksley Todd is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2017. His prior roles include positions at Global Resources LLC, e-Campus Jamaica Stock Exchange, Aquatic Works Limited, and the Franciscan Missionary Sisters (Our Lady of the Poor) Aquatic Center. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates in Pendleton, Indiana. She holds Series 65 and Series 63 licenses and has 27 years of industry experience. Prior to joining Raymond James in 2025, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2021 to 2025, and at Morgan Stanley from 2017 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brian Lebowitz is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Indiana University and First National Bank. Charles Schwab 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. 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 clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.