Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance services through affiliated entities.

Cally Seefeldt is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, he spent 12 years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with LPL Financial since 2001. In addition to his advisory role, he is involved in the sales of non-variable insurance products, including individual health insurance, long-term care, and life insurance policies. 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 portfolios, third-party asset management, and institutional platforms.

Corey Yost is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with LPL Financial since 2020 and previously held roles at Republic Services and managed his own independent business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Wert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on building long-term financial advisory relationships tailored to the unique needs of each client. His approach incorporates a range of financial and investment services such as retirement planning, estate planning, college education planning, investment portfolio management, and creative liability strategies. Michael employs a systematic investment methodology aligned with clients' goals and risk tolerance to deliver consistent value. Before joining Merrill Lynch, Michael spent 23 years as an Operations Manager at UPS, where he gained experience in maintaining consistent processes. He earned a Bachelor's Degree in Business Information Systems with honors from Indiana Wesleyan University in Marion, Indiana. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael resides in Westfield, Indiana with his wife Kim and their two children, Makenzie and Tyler. His personal interests include football, golfing, music, scuba diving, soccer, and traveling.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning, consulting, and municipal advisory services.

Michael Durr is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022, following five years at Government Employees Insurance and one year at FedEx Express. Based in Indianapolis, IN, Durr’s background spans both financial services and corporate sectors. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and due diligence capabilities.

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Travis Ehlen is a CFP® professional with 13 years of industry experience, currently advising at Cetera. He has previously worked with Avantax Advisory Services and 1st Global Advisors Inc. Ehlen also owns a CPA practice, Ehlen Heldman & Co., where he is involved in tax projections and wealth management operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Mwanza Katotola is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Merrill in 2025, Mwanza worked at Bank of America and Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Beth Helm is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 26 years of industry experience. She has worked at Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. 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 separate managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and due diligence on alternative investments.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Securities and Osaic FA, Inc. He is based in Indianapolis, IN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab 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 relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Tina Williams is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, where she has worked since 2009, totaling 17 years of industry experience. She practices at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a broad range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and integrated services beyond traditional advisory capabilities.

Jacob Vita is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Traditional Concepts, LLC, Purdue Hall of Music Box Office, and service with the Indiana National Guard. 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, offering multi-asset model portfolios and a centralized operational platform.