Sandro Smith is an advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Indiana University and in moving and storage services. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services through an integrated platform that combines adviser programs with access to third-party portfolio management and insurance products.

Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.

Stephen Hlawnchhing is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to create comprehensive financial plans that are built on trust, relationships, and their personal preferences. Stephen helps clients navigate the wide range of options available at Fidelity to choose those that align with their personal goals. Stephen has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant, Relationship Manager, and Planning Consultant. His experience across these positions reflects a focus on client-centered financial planning and relationship management. Outside of his professional work, Stephen enjoys camping, comedy, fishing, fitness, and music.

Locksley Todd is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2017. His prior roles include positions at Global Resources LLC, e-Campus Jamaica Stock Exchange, Aquatic Works Limited, and the Franciscan Missionary Sisters (Our Lady of the Poor) Aquatic Center. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Henning is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, offering a range of retail and institutional financial services.

Brian Lebowitz is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Indiana University and First National Bank. Charles Schwab 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, using multi-asset model portfolios and a centralized operational structure.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perry is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. Perry is also a partner at Perry Financial Group, where he is involved in selling life and health insurance, and operates a sole proprietorship as a tax preparer. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and utilizes various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Andrea Santiago is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Prior to this, she worked at Gizmo's Galleria / 3 Generations for four years. Santiago is also a partner in Medley Partners, LLC, an LLC created to manage liability related to real estate leases for her branch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing tailored, non-discretionary plans supported by various portfolio management styles and affiliated research.

Travis Walton is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with Edgewater Payments, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by internal research, third-party subadvisors, and advanced portfolio strategies.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Kyle Tullis is a financial advisor at Morgan Stanley in Indianapolis, IN, with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Tullis Household. He holds the Series 63 and Series 66 licenses. 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 financial planning and estate strategies, with a structured planning process supported by proprietary tools and models.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.

Paul Watko is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and also operates Eminent Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Stark Jr. is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 license and 30 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Stark operates a tax preparation business and works as a CPA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anthony Gutwein is a CFP® professional with 24 years of industry experience. He is currently associated with MassMutual Investors Services and began his tenure there in 2026 after spending 24 years with Edward Jones. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as an annual, collaborative process using firm-approved software and analysis tools.

Mark Kirkhoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Kurt Woodward is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in parking management and the restaurant industry. Outside of finance, Woodward is involved in managing a parking management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options with a multi-asset allocation approach. The firm combines advisory, brokerage, custody, and cash-sweep services in an integrated structure that supports a large client base.