David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a financial advisor at Valentine Wealth Management in Seymour, IN. He holds a Series 66 designation and has been in the industry since 2023, previously working at Raymond James Financial Services and Cummins. Outside of advising, he operates a support company under the name Forman Investment Services. Valentine Wealth Management is an independent, fee-only advisory firm serving individual clients and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a diversified, mainly passive approach based on Modern Portfolio Theory and also provides educational seminars and public speaking engagements.

Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.

Allison Zech is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Pruco Securities, The Prudential Insurance Company of America, Centra Credit Union, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Zane Clayburn is a financial advisor with Raymond James Financial Services in Seymour, IN, holding a Series 66 designation and four years of industry experience. He previously worked at Old National Bank, Cummins, and various roles at JCBank, where he transitioned from bank teller to financial advisor support before joining Raymond James. Clayburn is also employed at JCBank, operating within the bank while serving as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans based on client risk profiles and asset allocation analysis.

Patrick Baltus 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. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Samantha Wesner is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she is involved in managing family farm operations that include crop production and cattle. 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 network of financial advisors and branch offices across the country.

Matthew Baker is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education with Bartholomew Consolidated School Corporation and Evansville Vanderburgh School Corporation. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, managing approximately $1.01 trillion in assets.

Andrea Hall is a financial advisor with Edward Jones in Seymour, IN, holding the CFP® certification and Series 66 license. She has 12 years of industry experience, all with Edward Jones since 2014. 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 under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Adam Jackson is a financial advisor with Edward Jones in Seymour, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a member of A&A Jackson Properties, a real estate business based in Brownstown, IN. 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, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Galen Krumme is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seymour, Indiana, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Mainsource Bank and Jackson County Bank. Outside of advising, he serves as treasurer and finance committee chair on the board of the Lutheran Community Home, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes tailored financial plans developed through risk profiling and asset-allocation analysis, often serving in an advisory capacity rather than as a discretionary manager.

Kaitlyn Craig is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Forest Hills County Club, First Tee, and Tri County Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors. The firm offers a range of advisory and investment solutions under a fiduciary standard.

Jacqueline Greathouse is a financial advisor with Edward Jones in North Vernon, IN, holding CFP®, ChFC®, and Series 66 designations. She has six years of industry experience, including prior work with Bartholomew Consolidated School Corporation. She is also a co-owner of Greathouse Home Inspections, LLC. Edward Jones is a full-service wealth management firm serving a diverse clientele, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory strategies under a fiduciary standard.

Keith Mensendiek is a financial advisor with Thrivent Investment Management and holds the Series 66 designation, with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Mensendiek serves as a Board of Director member for the Camp Lakeview Foundation, which supports recreational and religious programs in line with the Lutheran Church – Missouri Synod. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines thorough written recommendations and periodic reviews, allowing clients to integrate planning with managed-account services through a consolidated billing option.

Nicholas Sahm is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with additional experience at Hale Industries, Indiana University-Purdue University Indianapolis, and other organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Cliff Brock is a financial advisor with Raymond James Financial in Seymour, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Raymond James since 2006 and has held positions at MainSource Bank, Jackson County Bank, and Browntown Central Middle School. Outside of his advisory role, he is employed as an associate at JCB Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary financial planning and investment consulting supported by comprehensive research and a broad affiliate network.

Tonja Grant Couch is a financial advisor with Edward Jones in Seymour, IN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2021. Outside of her advisory role, she serves on the Business Advisory Board for Ivy Tech Columbus, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated investment products and services under a fiduciary standard.

Joseph Fritts is a financial advisor with Thrivent Investment Management in Elizabethtown, Indiana, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he owns a small family business involved in furniture distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.