Sean Larkins is a financial advisor at Stifel with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. He also has experience working with Indiana University Recreational Sports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian Levinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lara Shelton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016, including the Morgan Stanley Private Bank, National Association since 2017. Outside her advisory role, she is the owner of Lucky Designs, LLC, a retail business in Fairway, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

John Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing long-term financial strategies for families and individuals. Since becoming a licensed Financial Advisor in 2004, he has focused on creating customized wealth management plans that address clients’ personal and business financial needs. His approach emphasizes understanding clients' current situations and future goals to deliver disciplined investment strategies adaptable to changing economic conditions. John joined Merrill in 2009 as a Vice President and Senior Financial Advisor, following previous experience with Smith Barney. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor (PIA) designations. He earned a B.S. degree in Aeronautical Engineering from Purdue University in 1990 and an M.B.A. from Stanford University in 1992. Fluent in both English and Spanish, John serves clients with a comprehensive understanding of diverse financial planning needs, including college education, legacy planning, and executive compensation. Residing in Carmel, Indiana, John lives with his wife, Mary Kay, and their two sons, Jeremy and Jason. He dedicates time to community involvement through volunteer work with United Way. Outside of his professional life, he enjoys activities such as antiquing, biking, golfing, hiking, racquetball, tennis, traveling, watching movies, yoga, and spending time with his family.

David Moore is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Muncie, IN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that notably includes insurance-related vehicles and bank deposit sweep programs.

Michael Lawson is a financial advisor with MassMutual Investors Services holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Busey Wealth Management. Lawson is based in Indianapolis, IN. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Allana Campbell is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at UBS Financial Services, Robert Baird & Co., J.J.B. Hilliard W.L. Lyons LLC, Fidelity Brokerage Services, and Charles Schwab. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Corey Jeanor is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Humes is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, utilizing models and research from internal and third-party sources.

Joseph Perry is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 credential and two years of industry experience. He also owns Beuford Capital Partners LLC, a personal investment company focused on purchasing tax liens. J.P. Morgan Securities 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 due diligence and an ESG eligibility framework.

Rhys Helt is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and also serves City National Bank since 2017. Outside of finance, he owns and actively manages a Standardbred horse racing stable and serves in several community roles, including fraternity advisor and member of a county zoning appeals board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, integrating multiple portfolio management and financial planning services.

Linda Nolting is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2009 and is also an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. 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 offers tailored financial plans and investment recommendations and supports municipal clients with public financing and investment banking capabilities.

Ross Henderson is a CFP® with over 32 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1993. Based in Indianapolis, IN, Henderson holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Zachary Kaufman is a financial advisor with Ameriprise Financial Services in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2017, including six years at Ameriprise Financial Services, LLC. Kaufman serves on the Board of Directors for Ronald McDonald House Charities and previously held the role of President. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

Dennis Parrish is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and Securities America, Inc. Parrish is also a general agent for an insurance agency and is involved in debt liability management services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with various portfolio management options, utilizing asset-allocation tools and third-party platforms to meet client needs.

Michael Cahill is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he has worked since 2010. Cahill also operates an outside insurance sales business under Michael Cahill LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Kathryn Gayde is a financial advisor at Morgan Stanley in Indianapolis, holding Series 65 and Series 63 licenses with 10 years of industry experience. She worked at Stifel for 10 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs using structured planning tools and proprietary investment models.

Chase Moser is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Chatham Hills and various positions outside the financial industry, including ownership of KCO Yearbooks. He is involved in other business activities as the owner of KCO Yearbooks and as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored programs and endorsed third-party managers.

Ryan Buyer is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Charles Schwab since 2015, including two years at Schw Private Client Investment Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment recommendations and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated custody and brokerage services, and a structured approach to alternative investments.

James Parvin is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank beginning in 2024. Prior to his career in financial services, he was employed at The GEO Group, Inc. and Applebee’s. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research through its integrated operational platform.