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.

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.

Hayden Moran is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Moran has worked in various positions outside finance, including service roles at Purdue University and Green Bean Delivery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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 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.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC for ten years and BMO Harris Bank for twelve years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology for investment professionals.

Dustin Mendenhall is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Planning Partners, Edward Jones, Southbridge, and Vertical Wealth. He is involved with S.A.M. Investment Group LLC, an entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

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.

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 at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2009. Prior to that, he was employed by Citigroup Global Markets for seven years and Morgan Stanley DW Inc. for four years. Hawk is involved with Bay Port Wealth Management and holds a minority interest in a non-variable insurance advisory business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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.

Charles Hatt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at Charles Schwab since 2015. 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 advisory relationships and access to discretionary separately managed accounts, employing multi-asset model portfolios and a structured due diligence process for alternative investments.