Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Kyle Benham is a financial advisor at Benham Advisory Group with a Series 65 credential and four years of industry experience. He has held roles at Integrity Wealth Solutions and currently serves as a director of Benosi Row, LLC. Outside of finance, he has been involved in various entertainment projects including shows on TBS, Facebook, Quibi, Apple TV, and Netflix. Benham Advisory Group, founded in 2024, offers discretionary asset management and financial planning to both high-net-worth and non-HNW clients. The firm employs rules-based investment models using a variety of securities and provides ongoing portfolio management with monthly reviews, rebalancing, and tax-loss harvesting.

Logan Benham is a financial advisor at Benham Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through his firm and is an owner of Benosi Row, LLC, a real estate-related business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models combining economic, fundamental, technical, and quantitative analysis, offering ongoing portfolio management and standalone planning services.

Paul Tingley is a CFP® professional with 38 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2018. He has previously worked with Ssnai, Securities Service Network, and Financial Resource Advisors, where he continues as a manager of a fixed insurance agency. In addition to his advisory role, he manages a personal farm in Martinsville, IN, and consults for Invite Wealth Management on financial planning, investment management, insurance, and business succession planning. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed account programs combining internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reliant Wealth Management, Simplicity Wealth, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a pastor involved in community outreach and leadership at The Potter’s House Church. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and representatives.

John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Andrew Riis is a financial advisor at RedHawk Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group. Outside of advising, Riis is a 50% owner of Reachout Marketing, LLC, a marketing agency based in Indianapolis. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services using a risk-based investment approach supported by a weekly investment committee and third-party risk tools.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

Ronald Sieber is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been in the industry since 2023, with prior roles including ownership of CGA Insurance LLC, where he sells health and life insurance products. He has also been involved in various church-related positions and entrepreneurial activities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses, utilizing model portfolios and third-party sub-advisers through a broad network of affiliated offices.

Dallas Collins is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He is the owner and operator of Collins & Associates, LLC, and a partner and co-founder of Boys and Collins Financial. In addition to his advisory roles, he serves as a notary public in Indiana. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of investment and financial planning services through a model-driven platform that combines internal, third-party, and advisor-managed portfolios.

David Eger is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Cellular Sales, WT Boone, and Word of Life Fellowship. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Thomas Gunnell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2018 and has a background that includes roles at Freedom Investments & Insurance Services and Core Fitness. Outside of his advisory work, he is involved with DeVaughan Strong, a fitness-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and cash-management products.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Autumn Green is a financial advisor at Edward Jones with a Series 66 designation and approximately four years of combined experience across various roles prior to joining the firm. Her background includes positions in healthcare and retail sectors before transitioning to financial services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Amy Bennett is a financial advisor with Edward Jones in Martinsville, Indiana. She holds the CFP® designation and Series 66 license and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at the M.S.D. of Martinsville. Outside of her advisory role, she owns a business rental property and leases her office building to another financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Blessing is a financial advisor with LPL Financial in Greenwood, IN, holding Series 63 and Series 65 licenses. He has over 12 years of experience in the industry, including an 11-year tenure at PNC Private Bank prior to joining LPL Financial. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a network of more than 21,800 investment adviser representatives. The firm offers a variety of investment programs and financial planning services, managing over $819 billion in advisory assets.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Ameriprise Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.

Martin Spicer is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has been with JPMorgan Chase Bank, N.A. since 2012 and joined J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Kristen Lyons is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, she was involved with Greenwood Christian School and Inspire Dance Co. outside of her financial career. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Adam Wiese is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated two LLCs, Agent Adam and The HandleBar, from 2019 to 2024. He has also worked in educational roles at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Curtis Mc Clure is a financial advisor at Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with roughly $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Travis Gilliam is a Series 66-licensed financial advisor with LPL Financial in Greenwood, Indiana. He has over 16 years of experience in the financial industry, including 15 years with PNC prior to joining LPL Financial. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of programs and investment solutions while managing more than $819 billion in advisory assets.

Greg Johnson is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management. Prior to his current role, he worked for Cummins for 26 years. He serves as a board member of Transformational Living Ministries, a Christ-centered recovery house focused on supporting individuals in recovery from alcohol and substance abuse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a range of topics without discretionary trading authority.

John Sandlin is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and 8 years of industry experience. Prior to joining Thrivent in 2017, he worked at Quintiq. Outside of his advisory role, he is a co-owner of a ministry called Jeremiah 184 that repairs and donates or sells vehicles to people in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without portfolio management for institutional clients. The firm emphasizes planning tailored to various client needs such as retirement and estate planning, with options to combine planning with managed-account programs under consolidated billing.

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Brett Perks is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers goal-based planning across various financial topics, offering standalone or combined planning and managed-account services without discretionary trading authority.

Joshua Collier is a financial advisor with Edward Jones in Martinsville, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns Triple J Tactical, an LLC based in Ellettsville, IN. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shane Matthews is a financial advisor at Edward Jones in Greenwood, IN, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Emma Schiefer is a financial advisor at Edward Jones in Mooresville, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she held roles at Blue & Co, LLC and Clear Creek Fisheries, LLC, and has worked at Purdue University in multiple positions. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Anderson is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at AIG Capital Services, American General Life Insurance, Beachbody.com, and Sendoutcards.com. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Mistianne Figueroa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fifth Third Bank. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Matthew Spence is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Edward Jones in Martinsville, IN since 2014. Outside of his advisory work, he owns a rental property for his father. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Jenna Bennett is a CFP® professional with 18 years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Martinsville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darren Fabert is a financial advisor with Edward Jones in Martinsville, IN, holding a Series 66 designation and over 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 advisors.

Kirk Mulroney is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at IU Health and OrthoIndy Hospital. He is also involved with Emmanuel Church of Greenwood, where he participates in service production and direction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.