Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perry is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. Perry is also a partner at Perry Financial Group, where he is involved in selling life and health insurance, and operates a sole proprietorship as a tax preparer. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and utilizes various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Andrea Santiago is a financial advisor with Raymond James & Associates in Brownsburg, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Raymond James since 2013 and previously worked at Gizmo's Galleria / 3 Generations. Santiago is a partner in Medley Partners, LLC, a business formed to manage liability related to real estate leasing for her Raymond James branch. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, with advisory relationships that are typically non-discretionary and supported by extensive research and planning tools.

Travis Walton is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with Edgewater Payments, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by internal research, third-party subadvisors, and advanced portfolio strategies.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Kyle Tullis is a financial advisor at Morgan Stanley in Indianapolis, IN, with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Tullis Household. He holds the Series 63 and Series 66 licenses. 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 financial planning and estate strategies, with a structured planning process supported by proprietary tools and models.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Paul Watko is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and also operates Eminent Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Stark Jr. is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 license and 30 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Stark operates a tax preparation business and works as a CPA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anthony Gutwein is a CFP® professional with 24 years of industry experience. He is currently associated with MassMutual Investors Services and began his tenure there in 2026 after spending 24 years with Edward Jones. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as an annual, collaborative process using firm-approved software and analysis tools.

Kurt Woodward is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in parking management and the restaurant industry. Outside of finance, Woodward is involved in managing a parking management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options with a multi-asset allocation approach. The firm combines advisory, brokerage, custody, and cash-sweep services in an integrated structure that supports a large client base.

Scott Smithson Jr. is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 license and with 12 years of industry experience. He has worked at Merrill and Bank of America since 2017, and previously held roles at LPL Financial and Desert Schools Federal Credit Union. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Robert Iorii Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Freund II is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2002. Based in Indianapolis, IN, he holds Series 63 and Series 65 licenses. His prior work includes roles related to group life and health insurance sales, including as an independent agent for Hays Companies of Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Thomas Foster is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup Global Markets since 2001 and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2013, also working with J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

William Pfadt is a CFP® and ChFC® credentialed financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation from 2015 to 2017. Pfadt operates under the DBA Pfadt Wealth Management associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and investment strategies.

Jacob Conn is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and PVA Wealth Advisors. Outside of his advisory role, he works as a contract driver for DoorDash during his free time. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations that integrate with clients’ broader financial plans.

Jill Barkley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She worked at Stifel Nicolaus & Co. Inc. for 20 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.