Indianapolis, IN Office

Julianna Morales is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with LPL Financial since 2021. She previously worked at BMO Harris Financial Advisors, Inc. for nine years and has maintained a role at BMO Harris Bank NA since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joseph Clagg is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His prior roles include positions at Avantax Investment Services, Proequities Inc, and Mutual of America Securities LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, Indiana, holding a Series 66 designation with two years of industry experience. Prior to his current roles at LPL Financial and Blue Chip Wealth Management, LLC, he worked at Milliken & Company for a combined 17 years in engineering services management. 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.

William Pfadt is a financial advisor with LPL Financial in Indianapolis, IN, holding the CFP®, ChFC®, and Series 63 designations. He has 36 years of industry experience, including prior roles at OneAmerica Securities, Inc., ON Investment Management CO, and National Planning Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Waite Jr. is a financial advisor with LPL Financial based in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at Equity Services, Inc. for 17 years and has been associated with National Life of Vermont since 2002. His other business activities include serving as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and incorporates technology tools to support research and operations.

David Humes is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at LPL Financial and previously held positions at Edward Jones and Waddell & Reed. 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 management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Gantz is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. His prior roles include long tenures at Raymond James Financial and Citigroup Global Markets. Outside of his advisory work, he is also a self-employed musician. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Noah Dennis is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at The National Bank of Indianapolis from 2010 to 2017. He also acts in a fiduciary capacity for an estate outside of his primary advisory role. 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 incorporating model portfolios, third-party asset management, and customized strategies across various asset classes.