Hayden Moran is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 credential and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and KeyBank. Outside of his advisory work, he has experience with Green Bean Delivery and Purdue Parking and Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

Erin Layton is a Series 66-registered financial advisor at Edward Jones in Indianapolis, Indiana, with 11 years of industry experience, all spent at Edward Jones since 2015. Outside of her advisory role, she is registered as a distributor for Advocare, a health company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide. The firm offers a range of managed solutions, separately managed accounts, and affiliated products, operating under a fiduciary standard.

Aysenaz Crewse is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2015, including a four-year period at Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She has been with the firm since 2016, following a brief tenure at Tmfs Advisors, LLC. Ervin holds the Series 63, Series 65, and Series 66 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

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.

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.

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.

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.

Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and has prior experience at PNC Investments. Outside of his advisory role, he is a 50% owner of Good Intentions Farm, producing livestock and produce. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

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.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Richard Greco is a financial advisor with LPL Financial in Brownsburg, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of his advisory role, he performs as a musician in a six-piece band. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and a variety of specialized investment strategies.

Patricia Koble is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank NA for seven years. Outside of her advisory role, she volunteers on the investment committee of the Junior League of Indianapolis, a nonprofit focused on advancing women's leadership. 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.

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.