Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Virtual Partners Group, Comprehensive Financial Consultants, Pulp & Pine, LLC, and several other financial firms. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets with a long-term investment approach that includes customized portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Ashley Hansard is a CFP® professional with six years of experience in financial advisory, currently with Creative Planning since 2020. Prior to that, Ashley worked at Miller Financial Management, LLC for four years and at Ardagh Group for four years. Ashley is based in Muncie, IN. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses that extend beyond traditional advisory services.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Taylor Davis is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, Davis worked at Avalign Technologies and held various roles at other firms. Outside of advising, Davis is an associate employee at White River Wealth Advisors in Muncie, IN. 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 developed through detailed client assessments and supported by extensive research and a broad affiliate network.

Kevin Addington is a financial advisor with Edward Jones in Winchester, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Raymond James Financial Services Advisors Inc. and MainSource Bank from 2015 to 2017. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Alexander Sulanke is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Mutual Bank, and Bill Gaddis Chrysler Dodge Jeep Ram. He serves as a board member for Home Savers of Delaware County, a nonprofit assisting low-income homeowners with repairs. OSAIC is an SEC-registered investment adviser and FINRA-member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers a range of advisory programs and access to multiple custodial platforms.

Brian Osner is a CFP®-certified financial advisor with Raymond James Financial, based in Muncie, IN, and has 18 years of industry experience. He has worked with Ameriprise Financial Services since 2009 and joined Raymond James Financial Services Advisors, Inc. in 2017. Outside of advisory work, he is involved in several business ventures including ownership roles in a German autoparts company and a support services firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

Andrew Hewitt is a financial advisor at Edward Jones in Muncie, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Chipotle Mexican Grill and several educational institutions. 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 over $1 trillion in assets under management.

Thomas Davis is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. and White River Wealth Advisors prior to his current roles. Outside of advisory work, he owns a support company, Foote Hansan Davis Inc. 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 emphasizes non-discretionary financial planning and consulting, offering tailored investment recommendations supported by extensive research and a broad affiliate network.

Joshua Matthews is a financial advisor with Primerica Advisors based in Eaton, Indiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Matthews has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Zion Osner is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, VALIC Financial Advisors, Inc., and Reliant. He is currently associated with White River Wealth Advisors in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, supported by asset-allocation analysis, modeling tools, and firm research, with a distinctive focus on advisory and implementation-support services.

Christopher Matchett is a financial advisor with Osaic Wealth, Inc. based in Muncie, Indiana. He holds a Series 66 designation and has five years of industry experience. Prior to joining Osaic in 2020, he worked at Enterprise Rent A Car and The Vitamin Shoppe. In addition to his advisory role, Matchett is licensed to sell life and health insurance in Indiana and has experience as a research and support specialist for Wealth Strategies Inc. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset allocation and portfolio optimization tools, and it is notable for its large scale and consolidation of advisor platforms.

Dana Sizemore is a financial advisor with Raymond James & Associates in Muncie, IN, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Sizemore has been with Raymond James & Associates since 2008. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting through its Wealth Advisory Services Program.

Kathryn Kaster is a CFP® professional with 24 years of industry experience, currently serving at LPL Financial since 2017. Prior to joining LPL, she worked for THE O.N. Equity Sales Company and Ohio National Life Insurance from 2001 to 2017. 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, combining large-scale advisory operations with a broad range of product offerings.

Colleen Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Muncie, Indiana. She holds a Series 66 designation and has nine years of industry experience. Outside of her advisory role, she is involved in several business ventures including serving as president and owner of Coops Trucking, LLC and managing livestock operations through Hoosier Highlands, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Maurice Richardson is a financial advisor with Edward Jones in Muncie, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Remy Power Products/Remy Inc/BorgWarner for nine years and attended Ball State University part-time. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Craig Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent nine years with Securities America Advisors and over two decades with 20/20 Financial Group, where he also provides investment advisory and insurance services. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio management tools and access to multiple custodial platforms.

Nathan Fletcher is a financial advisor with LPL Financial based in Muncie, Indiana. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial and Old National Bank, he worked in education at Indiana University East and Northeastern High School. Outside of advising, he operates an online sales business through platforms such as eBay and Mercari. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Todd Yarbrough is a CFP® with 32 years of industry experience, currently affiliated with Cetera. His career includes roles at LPL Financial, Northwest Bank, Principal Securities, and First Merchants Investment Services. He serves as a board member for Greater Muncie Habitat for Humanity. Cetera Investment Advisers supports a wide range of clients through a network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines advisor-managed accounts, model portfolios, and institutional fiduciary services within a broad trust and advisory platform.

Kenneth Brown is a financial advisor with Raymond James Financial in Peru, Indiana, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Raymond James Financial since 2007 and spent six years with Jackson Financial Group, LLC. Brown is also the CEO of THEMM Financial Advisors LLC, a support company. 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 financial plans and investment recommendations supported by firm research and a broad affiliate network.

William Isaacs is a CFP® professional affiliated with OSAIC in Muncie, IN, with 26 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at Signator Investors, Inc., Transamerica Financial Advisors, Inc., and has been involved with Wealth Strategies, Inc. and Executive Enterprises, LLC for over two decades. Isaacs serves on the finance committees of several local nonprofit organizations, including Habitat for Humanity, the YMCA of Muncie, and the Minnetrista Cultural Center. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm utilizes a combination of risk-tolerance assessments, asset allocation tools, and portfolio optimization in its investment process, supporting thousands of advisors and managing approximately $200 billion in assets.

Evan Griner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.