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.

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.

Erin Layton is a Series 66-registered financial advisor at Edward Jones in Indianapolis, Indiana, with 11 years of industry experience, all spent at Edward Jones since 2015. Outside of her advisory role, she is registered as a distributor for Advocare, a health company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide. The firm offers a range of managed solutions, separately managed accounts, and affiliated products, operating under a fiduciary standard.

Dustin Heuchan is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023, following five years at Edward Jones and five years at 19th Capital Group, LLC. Heuchan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various investment strategies and management approaches.

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.

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.

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.

Lindsay Vair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and four years of industry experience. Prior to joining Baird Private Wealth Management in 2022, she worked at Reams Asset Management and held positions in healthcare administration. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of portfolio management strategies, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

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.

Kurtis Schletzer is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Baird in 2023. Outside of his advisory role, he is involved as an owner of two LLCs. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, including discretionary and non-discretionary management approaches.

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.

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.

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.

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.