Melinda Kean is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley for 18 years before joining Raymond James and the Stonecrest Group in 2020. Outside of her advisory role, she is an associate and client services director at Stonecrest Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a distinctive focus on advisory services rather than delegated management.

Clayton Christman is a Series 66-licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has held roles at The Prudential Insurance Company of America and StartEngine Primary, LLC. Outside of his advisory work, he has part-time employment in client services at Target. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Sedric Banks is a financial advisor at Merrill with Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Merrill in 2022, he worked at American Funds and Envista. Outside of his advisory role, he is involved in entrepreneurial ventures including owning a clothing brand and publishing gospel music under the artist name Young King Banks. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Warren Steinborn is a financial advisor at OSAIC with 54 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following eight years at Sagepoint Financial, Inc. Steinborn has operated his own firms since 1968 and holds leadership roles in multiple entities focused on fixed insurance products and retirement income planning. He is also the founder and CEO of Maven Retirement Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles, managed on discretionary or non-discretionary bases.

Aaron Krider is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation. He joined J.P. Morgan Securities in 2026 and has prior experience at Blue & Co. and Fitzgerald Hospitality Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Samuel Jackson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held roles at Experis and Sunglass Hut. 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 SMAs, supported by a multi-asset investment approach and centralized operational infrastructure.

Rebecca Hiestand is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Raymond James Financial Services, Inc. from 2002 to 2018 before joining Charles Schwab in 2019. Outside of her advisory role, she serves as a paid judge for high school gymnastics meets in various Indiana schools. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset investment guidance and alternative investment options.

Katie Kern is a financial advisor with Equitable Advisors in Carmel, Indiana, holding a Series 66 designation and four years of industry experience. Her work history includes multiple roles within Equitable Advisors since 2019 and prior experience at TMC Transportation and Rinehart Farm, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing LPL and third-party asset managers to deliver tailored advisory and brokerage services.

David Waite Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked 17 years at Equity Services, Inc. He is also an agent for non-variable insurance products through multiple related activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Braxton Barton is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and The Assurance Group. Barton is based in Indianapolis, IN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with sales of financial products and lending solutions.

G. Cisternino is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and American Funds. Outside of his advisory role, he volunteers as a bartender at the Noblesville VFW. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with financial planning and retirement plan consulting. The firm uses a variety of asset-allocation tools and third-party platforms to construct diversified portfolios for clients with varying investment needs.

Lance Turner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner in First Heartland Wealth Management LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients with a range of advisory programs.

John Murphy is a financial advisor at Fidelity with Series 66 and Series 63 designations and 10 years of industry experience. He has worked at multiple firms including Alphastar Capital Management, The Assurance Group, and Bankers Life in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Weymouth is a financial advisor with LPL Enterprise in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is employed as a school bus driver for Lawrence Township Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through integrated advisory and brokerage channels.

Kevin Mc Mullen is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1994 and Bank of America since 2011. Outside of his advisory role, he serves as treasurer for the Crossfields Homeowners Association and is a committee member at Our Lady of Mount Carmel Catholic Church, where he reviews the church budget and savings account. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Zachary Magee is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he provides insurance services independent of Guardian. Mass Mutual Investors Services operates as 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 programs, utilizing firm-approved analytical tools to support goal-based planning.

Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Piechocki is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Voya Financial Advisors. Outside of advising, he serves as Secretary for the Fraternal Lodge-KSKJ, where he assists with fundraising events. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lawrence Counen is a financial advisor at Stifel with 26 years of industry experience. He has held his position at Stifel since 2012. Counen holds Series 63 and Series 65 designations and is based in Indianapolis, IN. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Elizabeth Wertz is a financial advisor with LPL Financial in Indianapolis, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2019 and has additional experience with Elements Financial Federal Credit Union, Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.