James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, and First Community Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

William Kult is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Kult serves as an assistant soccer coach at Heritage Christian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Erin Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. She is based in Indianapolis, IN, and holds the Series 66 designation. Shaw serves on the Investment Committee of Junior Achievement of Central Indiana, an organization focused on educating young people in financial literacy and entrepreneurship. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and functions.

Blake Haller is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2024, he held roles at Experis, Elanco, Elser Financial, and Lowe's, among others. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management, with a focus on multi-asset model portfolios and centralized custody and trade execution.

Stephen Munsch is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Charles Schwab, he worked at Menards and FirstDue Remodeling and was a full-time student for nine years. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through multi-asset portfolios and alternative investment options within a large, integrated operational structure.

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 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.

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.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include ten years at PNC and over a decade at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.

Byron Beaber II is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 17 years of industry experience. He has been with Thrivent and its affiliate Thrivent Financial for Lutherans since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning addressing various financial topics, with ongoing or one-time engagement options, but does not provide discretionary portfolio management for institutional clients.

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.