James Stewart is a financial advisor at Stifel Independent Advisors, LLC with 27 years of industry experience. He holds the Series 66 credential and has been with Stifel Independent Advisors since 2003. Outside of his advisory role, Stewart coaches high school basketball and is involved in managing family farm trusts and a limited liability company focused on purchasing and renovating foreclosed homes. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process that incorporates proprietary market analysis to create tailored asset allocation recommendations.

Garvis Owens is a financial advisor with IPI Wealth Management, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Investment Planners Inc since 2021 and previously at Hardwick Capital Management, LLC from 2016 to 2020. Owens is also a voting member on the Finance and Golf Tournament Committees of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes outsourced operational services to support trade execution, reporting, and fee facilitation.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 36 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Huntington in 2022. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Jason Frey is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts since 2013 and also serves as President and owner of Tri-County Financial, a tax preparation and accounting firm. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with over 400 advisors, MCAS offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Loree Crowe is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2018. Outside of her advisory role, Crowe is involved in dog breeding. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and a tax-overlay service.

Steven Dudley is a financial advisor at Money Concepts Capital Corp in Batesville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent 11 years at Kasco Mfg Inc. He is also employed at Tri County Financial LLC, where he prepares individual tax returns during tax season. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations through portfolio management, financial planning, and consulting. The firm employs a variety of managed programs and investment strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Susan Shook is a financial advisor with Money Concepts Capital Corp in Batesville, IN, holding a Series 63 designation and 26 years of industry experience. She has worked with Money Concepts Capital Corp since 1999 and is also involved with Triple Check Tax. Outside of her advisory role, she participates in tax preparation and accounting at Tri-County Financial, where she meets with clients and supervises staff. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Joni Dunn is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Peter Mack is a CFP® and Series 63 credentialed advisor with 29 years of industry experience. He has worked with Osaic since 2024 and previously spent 15 years at Securities America Advisors, Inc. Mack is also a CPA and manages his own CPA firm, where he advises clients on tax, accounting, and consulting matters. Outside of his advisory work, he serves on several local nonprofit boards and is active as a soccer referee and a prayer group leader. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms, with a notable presence in institutional offerings and alternative investments.

Jared Holcomb is a financial advisor at Edward Jones in Greensburg, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Cummins Inc for 14 years. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.

Joshua Miller is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Miller serves as Vice President on the Board of Directors for the Heritage of Hope Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools overseen by a dedicated Retirement Income Oversight Committee.

Austin Compton is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Belden, Inc. for five years and attended Indiana University Bloomington. 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.

Matthew Westhafer is a financial advisor with Ameriprise in Columbus, IN, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Robert Baird & Co. and Hilliard Lyons. Outside of advising, he is a co-owner of Same Chips LLC, a mortgage-related business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Gill is a Series 66 licensed financial advisor with Edward Jones in Greensburg, IN, 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 with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Jones is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Moore is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Moore is involved in business ownership through Different Chips, LLC, which manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver personalized, tax-efficient retirement income recommendations.

Gregory Berkemeier is a financial advisor at Edward Jones in Batesville, IN, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he serves as Secretary of Decatur County REMC and owns and manages agricultural and rental property businesses. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Morgan Denham is a CFP® and holds a Series 66 license with six years of industry experience. Morgan has been with Edward Jones since 2018 and previously worked at Purdue University and Noblesville Schools. Outside of financial advising, Morgan discloses an ownership connection to a local business operated by a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Tricia Johnson is a financial advisor at Edward Jones in Greensburg, IN, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment in 2017-2018, and previously spent 15 years at Southeastern Career Center. 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.

Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.

Theresa Schwering is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior experience includes roles at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lisa Murray is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior roles include positions at LPL Financial and Fifth Third Securities. Outside of her advisory work, she serves as CEO of Healing Art & Soul, a nonprofit organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a range of investment options and advisory programs through a large network of financial advisors.

Daniel Anderson is a financial advisor with Raymond James Financial in Greensburg, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked extensively with Raymond James Financial Services, Inc. since 2002 and currently serves as Vice President and Program Manager at JCB Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by firm research and a broad affiliate network.

James Hedrick is a Series 66 licensed financial advisor with Edward Jones, based in Greensburg, IN. He has 18 years of industry experience, all with Edward Jones since 2008. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branches.

Robert Plue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greensburg, Indiana. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Spencer Burkert is a Series 66-licensed financial advisor with Ameriprise in Greensburg, Indiana, where he has worked since 2020. He has five years of industry experience and previously held roles at Aldi Supermarket, Hillenbrand, Inc., Mubea North America, and Greensburg Community Schools. Burkert serves on the boards of the Decatur County Memorial Hospital Foundation and the Decatur County Family YMCA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Barker is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in managing a farmland rental property. 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 variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Angela Messer is a CFP®-certified financial advisor with 17 years of industry experience, currently with Ameriprise since 2018. She previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 10 years. Messer is the owner of A. M. Messer Partners, LLC, an entity organized for office and business expenses. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Colt Ryan is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial. His prior work includes roles at Private Client Services and CFD Investments. He is active in local community organizations, serving on finance committees and supporting economic development and nonprofit grant initiatives in Ripley County. Prime Capital Financial is an enterprise firm with 255 advisors, focused on delivering investment advisory services.

Andrew Moenter is a CFP® and ChFC® financial advisor with Prime Capital Financial, based in Batesville, IN, and has four years of industry experience. Prior to his advisory career, he served five years in the United States Air Force. Outside of his advisory work, he serves on the board and finance committee of Amack’s Well, a 501(c)(4) organization, and works as an admissions liaison officer for the U.S. Air Force, mentoring candidates for the Air Force Academy and Reserve Officer Training Corps. He is also the owner and CEO of Midas Financial Group LLC, managing daily operations and bookkeeping. Prime Capital Financial is an enterprise that supports a team of 255 advisors, providing investment advisory services across diverse client needs.