Daniel Larner is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc. He serves on the board of directors for the Indianapolis Northside Lions, a nonprofit youth basketball club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Samantha Harris is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles in pharmaceuticals and retail, as well as part-time work related to investment and home service product sales affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.

Austin Stark is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Stark Capital Solutions, Impact Networking, Mad Paddle Brewery, and Hanover College. 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base through a centralized operational structure.

Samantha Melching is a financial advisor with LPL Financial and holds the Series 66 designation. She has eight years of industry experience, including prior roles at NewEdge Advisors, Sanctuary Wealth, and OneMain Financial. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

James Hartman II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at New England Securities and Osaic FA, Inc. Outside of his advisory work, he is involved in tax preparation and accounting through RHF Financial, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Crystal Starkey is a Series 66-licensed financial advisor with Edward Jones in Greenfield, IN, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Matt Arthur is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Luke Elgar is a financial advisor with LPL Enterprise in Indianapolis, IN. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Enterprise, he had roles with Diverex Capital entities and has an ongoing outside position at Kilroy's Sports Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product offerings through affiliated entities.

Benjamin Harber is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and also operates Artistic Enterprises, where he works as an actor and model. Harber has served as a substitute instructor at Anderson University, teaching a course on personal financial planning. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Steven Cygan is a financial advisor with Charles Schwab in Indianapolis, holding a CFP® designation along with Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Charles Schwab Bank, VIPKid, and BMO Harris 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 discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Travis Mcclarney is a financial advisor with LPL Enterprise possessing 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, NY Life, and Eagle Strategies. He serves on the boards of the Golfmoor Baseball Association and the Kiwanis Club of Evansville. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cary Smith is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Greenfield, IN, he holds Series 63 and Series 66 licenses. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Datro is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Kenneth is based in Indianapolis, IN. 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 a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

William Cummins is a CFP® with 41 years of experience in the financial industry. He has been with LPL Financial since 1995 and has worked with Bankers Life Insurance Society since 1988. He is also an independent insurance agent and managing director involved with multiple financial and retirement counseling services. 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 research and technology tools.

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Joshua Hudson is a financial advisor at Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses with nine years of industry experience. He has been with Charles Schwab since 2016. 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 both non-discretionary and discretionary investment options combined with centralized custody and operational support.

Justin Brown is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been associated with Primerica Financial Services since 2001. In addition to his advisory work, Brown has served with the Lafayette Fire Department since 2010. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

Anthony Gerardot is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, Gerardot is involved in several business activities, including ownership of Gerardot Solutions LLC, which focuses on tax and expense management, and serves on the board of directors for the 96th Street Office Complex. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Lauren Elizabeth Hesler Conrad is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Pacers Sports & Entertainment. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Philip Christner is a CFP®-credentialed financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Christner also provides financial planning services through Khepri Partners, LLC, including Certified Divorce Financial Analyst (CDFA) work for Torchlight Resolutions. Wells Fargo Advisors serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.