Jarrod Mckee

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, a tax preparation and accounting business he has run since 1999. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Baer is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he spent two years at Dairyland Seed and fifteen years at Brodbeck Seeds. Outside of his advisory role, he serves as president and bookkeeper of a family-owned agricultural corporation that owns tillable farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.