Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Kenneth Johantges is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent for AGIA, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

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.

Priscilla Moore is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2011, following a year with Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Kathryn Deters is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at CitiBank and Fifth Third Bank. Outside of her advisory role, she is involved in agricultural activities, including ownership of a cattle farm and a family egg business, and works as a delivery driver for a Walmart delivery service. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held leadership roles at Boom Planning, Canvas Financial, and Fishtank Consulting LLC, where he manages operations and provides consulting services to financial planning firms. Feldman is president and COO of Boom Planning and Canvas Financial, overseeing growth initiatives and firm consolidation efforts. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies.

James Carberry is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments for 21 years, followed by positions at State Farm Insurance and Fifth Third Bank. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Brent Bascom is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Edward Jones, Fifth Third Bank, and United Community Bank. Brent also worked for the City of Rising Sun. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with over 300 advisors and a large client base, focusing primarily on non-discretionary asset management rather than standalone financial planning or high-net-worth clients.

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.

Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. 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.

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.

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.

Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

Kipp Newman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has been affiliated with Cetera since 2013 and has also worked with Pinnacle Advisory Group since 1986. Newman serves as a board member for the Lawrenceburg City Bond Bank and the Lawrenceburg High School Building Corporation, contributing to local community projects. Cetera Investment Advisers provides services to individual, 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 solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Gregory Horn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2013. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Tyler Oda is a financial advisor with Edward Jones in Batesville, IN, holding CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Oda serves on the board of ArtsView Children's Theatre in Longview, TX, contributing to marketing and fundraising efforts. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and notable for its extensive advisor network and affiliated capabilities.

Henry Hampton is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2016. Hampton serves as a board member of Reach Out Pregnancy Center, a nonprofit organization supporting women and families through pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based analyses across various financial planning areas without portfolio management for institutional clients.

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.

John Coffman II is a financial advisor at OSAIC with 13 years of industry experience. He previously worked at SagePoint Financial for 11 years and has been a math teacher in the Southwest Local Schools district since 2004. Outside of his advisory role, he also serves as a high school game scorekeeper and timer and owns Forever One LLC, which assists with payroll and taxes. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services with an investment process that incorporates risk tolerance assessments, asset allocation tools, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2024. His work history includes roles at Ameriprise Financial and Total Wealth Planning, as well as experience outside finance with businesses such as Snappy Tomato Pizza and Perfect North Slopes. He is also affiliated with SEI Wealth Management. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years. 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 and a large network of investment adviser representatives.

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.

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.

Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Zachary Mollaun is a financial advisor at Edward Jones in Lawrenceburg, IN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the Lawrenceburg Community Center, Spooky Nook Sports, and various city and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, supported by affiliated mutual funds and a trust company, and operates under a fiduciary standard.

Michael Reed is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers and share-class evaluations.

Eric Oatman is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2024. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Lonny Barnett is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2018. He has eight years of experience in the financial industry and previously spent 18 years at Procter & Gamble. Barnett is active in several community and veteran organizations, including leadership roles with The American Legion and service on the Indiana War Memorials Commission. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm supports its clients with a large network of advisors and branch offices, offering discretionary and non-discretionary investment solutions under a fiduciary standard.

Michael Kramer is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Pinnacle Advisory Group since 1986. Kramer also serves as a board member of the Dearborn County Chamber of Commerce. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. 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 nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Thomas Palmer II is a financial advisor with LPL Financial in Aurora, Indiana, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at CIVISTA Bank and U.S. Bancorp Investments, Inc. Prior to his current roles, he has been involved in a business venture unrelated to investment services, Silberhorn Health LLC, based in Cincinnati, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a broad platform accommodating both advisory and brokerage needs.

Ryan Holcomb is a financial advisor at Edward Jones in Versailles, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paxton Thompson is a Series 66-registered financial advisor with Edward Jones in Aurora, IN, with approximately two years of industry experience including multiple tenures at Edward Jones and a brief period at Protective Life. He previously worked at Pearls and had a gap in employment from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Jason Eaves is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC. He has served with the City of Monroe Fire Department since 2000. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Bushman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 18 years before joining Ameriprise in 2023. Outside of his advisory role, he owns Bushman Financial LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.