Bruce Roberts is the sole advisor at Regal Capital Management, Inc., an independent firm based in Bedford, Indiana. He holds a Series 63 designation and has 23 years of industry experience. Since 2016, Roberts has also been involved with Calvary Missionary Church. Regal Capital Management provides personalized investment advice, portfolio structuring, asset allocation, and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and pension or profit-sharing plans. The firm emphasizes traditional, long-term investment strategies and routinely works with institutional-style clients and plan sponsors, complementing its service to charitable organizations.

Douglas Johnson is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2015. His prior roles include positions at Comprehensive Financial Consultants Institutional, Inc. and JA Benefits, LLC. Outside of his advisory work, he is a managing member of several holding companies and is involved in a care advocacy and advisory organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Michael Fidler is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with J. W. Cole Advisors and related entities since 2013 and also works with Comprehensive Financial Consultants Institutional, Inc. since 2014. Outside of his advisory role, he is a minor owner and officer in his wife's silk screen embroidery business, where he occasionally assists. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Jeremy Payton is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL from 2020 to 2023 and at Edward Jones from 2016 to 2020. Outside of his advisory work, he coaches girls junior varsity basketball and baseball at Paoli Junior High School and serves as a deacon at Paoli Christian Church. 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 supported by a nationwide network of more than 23,700 financial advisors.

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Vested Enterprises LLC and provides bookkeeping and logistics support through Inthezone LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of investment solutions tailored to client needs.

Raven Woodward is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Raven worked at Intuit, Goodwill, JP Morgan Chase, and World Finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Thomas Strange IV is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Charles Schwab and J.P. Morgan, where he has worked since 2018. Outside of finance, he owns The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of investment and brokerage services.

Andrew Hawkins is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana. He has two years of industry experience and previously worked in education and auction services. 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 discretionary and non-discretionary investment solutions under a fiduciary standard.

Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. 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, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.

Jason Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 24 years before joining LPL Financial in 2023. Jackson is also involved as an insurance agent with Insource Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides multiple portfolio management options tailored to client needs.

Gretchen Anderson is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana, and has 23 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Anderson serves as President of the Paoli Chamber of Commerce. 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 supported by a large nationwide network of financial advisors and branch offices.

J George is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2010. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Teresa Mathies is a financial advisor with Edward Jones in Bedford, IN, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of S M Jones Electric, Inc, an electrical contracting business, and has involvement in farming activities in Loogootee, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and comprehensive financial services.

Christina Cull is a Series 66-licensed financial advisor at Edward Jones in Bedford, IN, with two years of industry experience. She has been with Edward Jones since 2009, including a recent role beginning in 2025. Outside of finance, she co-owns a farm where she grows mums, pumpkins, and hay. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wesley Whitfield is a financial advisor with LPL Financial in Paoli, Indiana, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for three years and spent six years with the Paoli Community School Corporation, where he occasionally drives a school bus and participates in extracurricular activities. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory products.

John Maegerlein is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. His prior roles include positions at The Pros Closet and Veracity Insurance Solutions. 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 large national network of financial advisors and branch offices.

Dustin Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2023, he spent over a decade at J.P. Morgan Securities and J.P. Morgan Chase NA. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. 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. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.

Gregory Stokes is a financial advisor with LPL Financial in Bedford, Indiana, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in various business activities including tax preparation and accounting services through his CPA-affiliated ventures. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Jonathan Jeffries is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent over two decades at Employbridge and operated as a sole proprietor specializing in HR and risk consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Michael Bellush is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Cetera Investment Advisers and Cetera Investment Services since 2017, and previously was with LPL Financial from 2011 to 2017. Outside of his advisory role, he is the founder and sole employee of a search engine optimization business and is involved with Bedford Federal Savings Bank in policy writing and website work. Cetera Investment Advisers serves a broad client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.