Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.

Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.

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.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Adam Harris is a financial advisor with Edward Jones in Huntington, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent time at LPL Financial, LLC and Lincoln Financial Group. 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 investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephanie Atkinson is a financial advisor with Edward Jones in North Manchester, IN. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she has experience with Kansas State University College of Veterinary Medicine, Cargill, and several other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Trent Mc Bride is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mc Bride is involved in construction and trucking labor through McBride Bros. and manages farm land in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large national network of financial advisors and branches.

Matthew Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Ash Brokerage Corporation, Mercap Securities, LLC, and Vanderbilt Securities, LLC. He is also affiliated with Beacon Credit Union and CUNA Brokerage Services, Inc. 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.

Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sandra Atkinson is a CFP® professional with 29 years of experience at Edward Jones, where she has worked since 1996. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the advisory board of a nonprofit radio station and has been involved in agricultural and community activities, including serving as past president of a local homemakers club and co-trustee of a family trust. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

James Scheiber is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Scheiber serves on the boards of Historic Forks of the Wabash, a local historical park, and the Huntington County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services through a nationwide network of over 23,700 financial advisors, managing approximately $1.01 trillion in assets.

Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.

Bradley Roberts is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he spent eight years with 1776 Sporting Club. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Tiffany Haupert is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and Beacon Credit Union since 2005. Outside of her advisory role, she serves as a program manager at Beacon Credit Union and is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.