Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Patrick Price is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, offering a range of strategies including ESG considerations.

Daniel Latimer is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

William Cordell is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Raymond James in 2020, he worked for Bank of America, N.A. and Merrill for a combined total of 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Nicholas Dickos is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2021. His prior work experience includes a four-year role at Bbc Pump & Equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Sternasty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, PNC Investments, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence, incorporating an ESG framework and leveraging affiliates for implementation and portfolio services.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at Indiana University and Soft Touch Moving and Storage. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

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.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates and holds Series 65 and Series 63 licenses. She has 27 years of industry experience, including prior roles at J.P. Morgan Securities, Morgan Stanley, 1st Global Advisors, Wells Fargo Clearing, and Prudential Equity Group. 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 tailored, primarily non-discretionary financial planning and consulting, utilizing various portfolio management styles supported by affiliated research and a broad affiliate ecosystem.

Brian Lebowitz is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses with four years of industry experience. His previous roles include positions at Indiana University, First National Bank, and Franklin College. 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, offering a combination of non-discretionary and discretionary investment solutions supported by a large, integrated operational structure.

Patrice Thomas is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Thomas has been with Raymond James & Associates since 2013. Outside of advising, Thomas is involved in farming through ownership of P.A.T. Enterprises and participates in real estate design as an officer and partner at Thomas Rehm Designs, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

Timothy Ahrens is a financial advisor at Charles Schwab in Indianapolis, Indiana, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2014. 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

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.

Jack Davidson is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. He has previously worked with Blumberg Wealth Advisors, Pneuma Media, and Ballarat Miners, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory solutions including financial planning and access to third-party asset managers, supported by large-scale operational tools and a diverse platform of non-advisory financial services.

Travis Walton is a financial advisor with LPL Financial in Carmel, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has been associated with Edgewater Payments since 2009. 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, model portfolio programs, third-party asset management, and institutional platforms.