Joshua Tanner Mahoney

Chad Lewis is a CFP®-credentialed financial advisor with Edward Jones in Madison, IN, with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ivy Tech Community College and held various roles with the State of Indiana. Outside of his advisory role, he serves on the Board of Directors for LifeSpring Health Systems and on the Board of Trustees for Ivy Tech Community College, and coaches middle school basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

William Eccles is a financial advisor with LPL Financial in Madison, Indiana, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is president of BE Dream Homes, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

William Hensler is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, he worked at AgilQuest Corporation and Batesville Casket Co. He holds a Series 66 designation. 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 portfolio programs, and institutional platforms, supported by various research and technology tools.

Nicholas Schafer is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in community activities, including organizing food vendors and assisting with budgeting and investment selection for the annual Chautauqua Festival in Madison, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages over $1 trillion in assets with a large network of advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Jonathan Louis is a financial advisor with Edward Jones in Madison, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at ProEquities, Inc and Protective Life from 2008 to 2019. Outside of advising, he owns a residential rental property in Cold Spring, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm has a large national presence with more than 23,700 advisors and offers affiliated mutual funds, a trust company, and securities-based lending.