Lawrence Moran III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is involved in insurance services through Liberty Mutual and Comparion Agency as well as in non-variable health insurance sales with the Sorg-Moran Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment portfolios and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Teresa Maxwell is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Hall is a financial advisor at Stifel in Indianapolis, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ashland University and Franklin Central High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Niceley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1985 and joined Merrill in 2009. He focuses on providing strategic wealth management support to families, endowments, and foundations. His client expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and taught in conjunction with the Wharton School of Business. He also holds the Chartered Retirement Planning Counselor™ designation and is a graduate of Ball State University with a bachelor's degree in Finance and Business Administration. Kevin is a member of the Investments & Wealth Institute®. In addition to his professional work, Kevin is active in his community, having served on several boards including the Aspire Mental Health Organization where he served as Past President, Audit and Finance Chair, and Capital Campaign Chair. He and his wife, Jenny, have three children and live in Carmel, Indiana. His personal interests include boating, golfing, music, and tennis.

Michael Mccormick is a Series 66–licensed financial advisor at OSAIC with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as treasurer for two nonprofit religious organizations and is an advisory board member for the Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and comprehensive financial planning programs.

Brandi Greenleaf Barnes is a Series 66-licensed financial advisor with Raymond James & Associates in Indianapolis, IN, where she has worked for five years. Prior to joining Raymond James, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Michelle Litvan Fordice is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

John Rush is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Raymond James & Associates. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Kaylee Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2016 in various roles. Her current position involves working closely with clients to develop financial plans tailored to their individual goals and preferences. She has held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Financial Associate. Through these roles, she has gained extensive experience in financial planning and client relationship management. Outside of her professional work, Kaylee enjoys attending concerts and traveling.

Bennett Ely is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked with JPMorgan Chase Bank, NA, Prosperity Advisors, and Cooke Financial Group. He is based in Indianapolis, IN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Erin Frieden is a Series 66 licensed advisor with Ameriprise in Indianapolis, IN, and has eight years of industry experience. She has been with Ameriprise and its related entities since 2014. 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, third-party data, and algorithmic tools.

Grant Johnson is a financial advisor at Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Ameriprise in 2022. Outside of his advisory role, he is employed by TGG Operations, LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Weed is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates B Happy Peanut Butter, a business selling homemade family peanut butter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aligned with firm guidelines.

David Thurman is a financial advisor with LPL Financial based in Fishers, Indiana. He holds a Series 63 designation and has 39 years of experience in the industry, including 34 years at Linsco/Private Ledger Corp. Thurman is also a notary public, providing notary services without charge as a supporting function to his advisory work. 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 management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Darcey Keller is a CFP® with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Indianapolis, IN. Keller’s prior experience includes seven years with Financial Engines Advisors L.L.C. and three years at OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with an emphasis on long-term orientation and periodic rebalancing.

Joseph Perry is a financial advisor with Osaic Wealth in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. and Ascension Health. Outside of his advisory role, Perry is a co-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, providing a range of managed account strategies and access to alternative investments via third-party platforms.

Bradley Graden is a financial advisor at Equitable Advisors in Carmel, IN, holding a Series 66 credential. He has recently started his advisory career following prior roles in education and banking, including positions at Central Noble Community School Corporation and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, Series 65, and Series 63 licenses. He has seven years of industry experience, including roles at Financial Enhancement Group and CNO Financial Group prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.