Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves serves as a board member for Franklin County Community Schools. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.

Jason Pike is a financial advisor with LPL Financial in Nashville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with LPL Financial since 2010 and also operates coreVISION Financial Group, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Beau Browning is a financial advisor at coreVISION Financial Group with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Browning has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group is a six-person advisory team managing approximately $352 million for about 760 clients. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services using a primarily long-term investment approach with a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Andrea Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at coreVISION Financial Group. She has been affiliated with LPL Financial since 2017 and joined coreVISION in 2023. Outside of her advisory role, she is involved with the Shelby County Athletic Club. coreVISION Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Brett Rice is a financial advisor with coreVISION Financial Group, holding a Series 66 designation and eight years of industry experience. He has previously worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios.

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.

Scott Richards is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, Richards Insurance Agency, and Allstate Insurance Company. Richards serves as a board member for Decatur County Parks and Recreation and is a licensed official umpire referee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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.

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.

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.

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.

David Phares II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he worked at DMET from 2005 to 2017. Outside of his advisory role, he is involved in concert promotion, operating a tribute band promoter business. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, corporations, and charitable organizations. The firm offers a range of advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Sarah Hugus is a financial advisor at Edward Jones in Shelbyville, IN. She holds a Series 66 designation and has been with Edward Jones since 2012. There are no notable outside business activities reported. 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.

Anthony Nigh is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 24 years of industry experience, including six years at PNC Investments. Outside of his advisory work, he is involved with Nigh Racing LLC, a family business supporting his son's auto racing activities. 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 investment consulting, offering tailored recommendations supported by asset-allocation analysis and firm research.

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.

Benjamin Purvis is a financial advisor with Edward Jones in Shelbyville, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, Purvis serves as the head varsity soccer coach for Shelbyville Central Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Gregory Stinson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones in Rushville, IN since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and managed strategies, supported by a large nationwide network of advisors and branch offices.

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.

Kendall Manlief is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kendall worked at the Moosmann Training Center and Debrooke Equine Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Devin Anthony is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked at Stifel, Bank of America, Merrill, and Capital One Financial. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, providing tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

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.

Christopher Bechert is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018, following six years at J.P. Morgan Securities. 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 with a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Meghan Haynes is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, Pruvit, Comcast Cable Corporation, and Team BeachBody. Meghan has been with Edward Jones since 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tonya Ruf is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2016 in various capacities. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devon Niehoff is a Series 66 licensed financial advisor with Edward Jones in Rushville, Indiana. He has eight years of industry experience, including roles at Rush County Feed, Rush County Schools, and Fraley & Schilling Inc before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Trevor Johnson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Investments and American Fidelity Securities. Johnson is currently based in Shelbyville, IN. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Tony Fudge is a financial advisor with Edward Jones in Rushville, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Fudge serves as a special deputy for armed security at the Rush County Sheriff's Department and is a member of the Richland Township Advisory Board, which manages local community assistance programs. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Crystal Neil is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2021, she worked at J.P. Morgan Securities for nine years and has been involved with Indy Genesis since 2020. Outside of her advisory role, she is a certified Reiki practitioner and owner of a natural healing business, and serves on the finance committee of COTA. She is also a co-author of books on grief support and personal empowerment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Scott Carmony is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously operated Carmony Wealth Management and worked with Broker Dealer Financial Services Corp. and Hardwick Capital Management. Carmony also serves as a fixed insurance agent through Ash Brokerage and acts in a fiduciary capacity for a family trust. 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 broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and cash-management services.