La Monica Tipton is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Charles Schwab & Co., Inc., FedEx, and Integrity Staffing. Outside of finance, she works as a personal trainer several hours per week. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment managers. The firm employs asset-allocation tools and multiple platforms to create diversified portfolios tailored to client objectives.

Rhett Helt is a financial advisor with RBC Capital Markets in Indianapolis, Indiana. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes positions at Thrivent Investment Management Inc and RBC Wealth Management, as well as roles at Wabash College and Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers and model providers.

Donna Perkey is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Tosin Ratchford is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. She has been with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, using systematic methodologies and AI-driven research, and for its advisory positions with multiple registered investment companies.

Melinda Kean is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for 18 years before joining Raymond James and Stonecrest Group in 2020. Melinda is also an Associate and Client Services Director at Stonecrest Group, a support company based in Indianapolis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through a broad network with specialized programs in municipal finance and SIMPLE IRA advisory services.

Sedric Banks is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Funds, Envista, and Indy Management Firm. Outside of his advisory work, Banks is involved in non-investment ventures including creating apparel through Judah Warriors LLC and producing gospel music under the artist name Young King Banks. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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, holding a Series 66 designation and five years of industry experience. She has been with Equitable and its affiliates since 2019 and has prior work experience at TMC Transportation and Rinehart Farm, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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 with LPL Enterprise in Indianapolis, IN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Prudential Insurance Company of America since 2016 and was previously affiliated with Pruco Securities, LLC until 2024. 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 wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Turner is a partner in First Heartland Wealth Management LLC, a business unrelated to investment activities. 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 provides financial planning and consulting services with non-discretionary investment advice, supported by a broad range of portfolio management styles and affiliated research.

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.

Eric Wasson is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm or its predecessors since 2015, including a prior role at Tmfs Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and supports a large client base through advisor-led and online platforms.

Kevin Mc Mullen is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Merrill since 1994 and also at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as treasurer for a homeowners association and volunteers as a committee member involved in budget and investment review at Our Lady of Mount Carmel Catholic Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.