William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Thomas Lockmund is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Royal Alliance and National Planning Corporation, alongside operating his own firms, Thomas G. Lockmund, LLC and Lockmund Financial Group, where he is president. His business activities include marketing and sales of fixed annuities and securities through his LLC. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers customized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Dan Wolfe is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has been with SWS Financial Services since 2003. Outside of his advisory work, he serves as president of the Mt. Lebanon Haas Chapel Cemetery association, a nonprofit organization in Frenchtown, IN. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model that incorporates third-party managers and Envestnet for portfolio management, and it maintains integration with Hilltop affiliates for municipal bond strategies and cash management programs.

Brian Lahue is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Sweet Life Wealth Management and First Harrison Bank. Outside of his advisory role, Lahue is a board member of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke allocations and algorithmic model portfolios with automatic rebalancing.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ryan Brace is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets and supports a variety of investment programs and lending solutions.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. 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 supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Joel Nierman is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Secretary of the Southern Indiana Estate Planning Counsel, assisting in planning and coordinating monthly meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Ethan Haverty is a financial advisor at Edward Jones in Corydon, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mixer Direct Incorporated, Altec Industries, Kalitta Air, Pharmaceutical Vessel Engineering, Bass Pro Shops, and was involved with Squire Boone Cavern Zipline for seven years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Erxleben is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Southeast Christian Church for eleven years. Outside of his advisory role, he participates as a guest speaker and preacher at Christian camps and churches in Indiana and Missouri. 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 broad range of investment advisory programs and maintains a large national advisor and branch network.

Mathew Warner is a Series 66 licensed financial advisor with Edward Jones in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Genae Affrunti is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is involved with FO2 Cash Management, a cash management platform for corporate and institutional clients. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specified asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Matthew Rothrock is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of advising, Rothrock serves as President of the Harrison Township Fire District Board and is a board member of the Harrison County Hospital Foundation. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds.

Diana Perez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Morgan Stanley, Private Client Services, LLC, Robert Baird & Co., and Hilliard Lyons. Outside of her advisory work, she serves as a trustee for a local trust and is involved with Harrison Hills Baptist Church in Lanesville, Indiana. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and institutional clients. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options supported by firm research and an extensive affiliate network.

Evan Lasley is a Series 66-registered financial advisor with Edward Jones in Corydon, IN, with two years of industry experience. Prior to his current role, he has been involved in lawn care entrepreneurship and briefly operated a local band and grill business. 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 nationwide network of over 23,000 advisors.

Matt Millies is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he engaged in self-employed pro-bono work for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

William Jones is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marie Haverty is a financial advisor at Edward Jones with the CFP® and Series 66 designations. She has six years of industry experience, including roles at Edward Jones since 2019, Cerner Corporation, and Coker College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jarrod Bulleit is a CFP® and Series 66 credentialed financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Myriad Genetics and Allergan Pharmaceuticals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branches.

Jeremy Kirkham is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, he serves as president of MNO Properties, an LLC based in Corydon, Indiana. 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, supported by a large network of financial advisors and branch offices across the United States.

Kenneth Graeter II is a financial advisor at Edward Jones in Louisville, KY, holding the ChFC® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, Payton Wealth Management, and has experience in the golf industry, including operating a golf lessons business. Outside of finance, he has been involved in manufacturing through an investment in Mobile Ballistic Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Noah Cook is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include work at Equitable Advisors and involvement with Christ Covenant Fellowship and Liberty University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority. The firm’s approach includes holistic analyses and offers clients an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Max Guenther is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, Guenther is the owner of MTG Capital, an LLC involved in owning real estate. 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 supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Andrew Thomas is a CFP® and holds a Series 66 license with Edward Jones in Corydon, IN. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory work, he owns a commercial rental property in Corydon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Quinton Coffman is a financial advisor with Edward Jones in Corydon, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in various roles including positions at South Harrison Community School Corporation and AIG. He is also a part-owner of a family real-estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. 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 wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.