Larry Jay Moss

Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.

Samantha Brown is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Sycamore Insurance Associates and Abel Reed Williams LLC. Outside of her advisory role, she provides paraplanning support through Victory Grand Slam LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies.

Melvin Krueger is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Investment Planners Inc and Kru Co. He is also the CEO and president of a paper company, Small Business Group Inc., which is currently inactive. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Kristopher Comar is a financial advisor at Edward Jones in Terre Haute, IN, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a small family chicken and egg business involving his children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Tilley is a Series 66-licensed financial advisor at Edward Jones in Terre Haute, Indiana, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for 11 years at Technifab Products, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Frank Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nearly two decades at IPI Wealth Management and Investment Planners, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, delivering customized written Recommendation Reports that incorporate social security options, tax-smart withdrawal strategies, and detailed income planning. The firm combines research, modeling, and tax-efficiency analysis to produce tailored recommendations, supported by a centralized consulting team and algorithmic tools.