Blake Haller is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2024, he held roles at Experis, Elanco, Elser Financial, and Lowe's, among others. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management, with a focus on multi-asset model portfolios and centralized custody and trade execution.

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.

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.

Kathryn Parkins is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. She has worked with various branches of Raymond James since 2007. Outside of her advisory role, she owns and operates several businesses, including a tax preparation service and a bookkeeping and administration company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary, tailored strategies supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Roy Herrmann is a financial advisor with Edward Jones in Noblesville, IN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coordinates activities for a business networking referral group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

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.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include ten years at PNC and over a decade at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Dustin Mendenhall is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He worked at Avantax Planning Partners for eight years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with S.A.M. Investment Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by proprietary research and third-party model portfolios.

Michael Mcmorris is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with JPMorgan entities since 2015, including JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Josh Fedorchak is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, Strack and Van Til, and teaching at Wabash College and local schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

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.

Anna Mc Cahill is a Series 66 licensed financial advisor with Merrill, based in Zionsville, IN. She has two years of industry experience and has worked with Merrill since 2021. Prior to her current role, she was affiliated with Indiana University and has experience related to community activities including involvement with the Franklin Family Aquatic Center and Franklin Community High School. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Richard Hawk is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisor role, he has a minority interest in a non-variable insurance charter advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

James Holt Jr. is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and 43 years of industry experience. He has previously worked at MetLife Securities Inc. for 15 years and has been with Mass Mutual Investors Services since 2017. Holt also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analysis tools and provides event-driven planning services including divorce and estate settlement planning.

Samuel Wertz is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those goals. He offers ongoing advice and adjusts strategies as clients' situations evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel received his Bachelor's Degree from Indiana University. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Samuel is a member of the Phi Kappa Psi Fraternity and is involved in community activities such as Hamilton County 4-H.

Scott Hartman is a financial advisor at Charles Schwab with the ChFC® designation and Series 66 license. He has been with Charles Schwab & Co., Inc. since 2026 and previously worked at Group1001 and State Farm Mutual. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Sadie Harper is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and having 16 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Matthew Noll is a financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2005 and holds a Series 66 designation. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.