Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Robert Caird is a CFP® and Series 66 credentialed advisor with two years of industry experience. He is the principal of Caird Family Wealth Management, an independent advisory firm based in Greenfield, IN. Prior to founding his current firm, he spent nine years at GBC Wealth Management. Caird Family Wealth Management is a fee-only, independent firm providing wealth management and written financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers comprehensive planning services and acts as a discretionary portfolio manager, integrating modern portfolio theory with fundamental and technical analysis through a combination of passive and active investment strategies.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.

Bradley Herndon is a CFA® charterholder and principal of Herndon Investment Management, LLC in Greenfield, IN, with 4 years of advisory experience and over 20 years at GBC Banking Company. He leads the firm as its sole advisor. Herndon Investment Management provides discretionary investment management and portfolio construction services to individuals, estates, trusts, charitable organizations, and endowments. The firm combines fundamental, valuation, and technical analysis to guide asset allocation and security selection, focusing on long-term returns and risk management.

Gregory Brewer is a financial advisor at Cornerstone Advisory, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Cornerstone Financial Services since 2011. Outside of his advisory role, he serves as a member of the McCordsville Indiana Town Council, where he participates in local governance and zoning decisions. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, primarily managing assets on a non-discretionary basis while offering both discretionary and non-discretionary investment management.

Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.

Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 license and over 37 years of industry experience. He has worked at Cornerstone Financial Services, Inc. since 1998 and has been a CPA and CFP since 1992. Bucksot serves on the Board of Directors for Bosma Industries for the Blind, a nonprofit organization, where he holds the position of Treasurer on a voluntary basis. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, offering both discretionary and non-discretionary investment management.

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and operates a multi-advisor team structure serving both retail and high-net-worth clients.

R Smith is a financial advisor with KCPAG Financial Advisors LLC in Greenfield, IN, holding CFP® and CFA® designations with 19 years of industry experience. He has worked at several related firms including Kcpag Insurance Services LLC, Kemper Capital Management LLC, and Securities America Inc. since 2010. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing personalized financial planning, discretionary asset management, and retirement plan consulting. The firm employs a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering tailored investment programs and quarterly account reviews.

Anna Spurgin is a financial advisor at The Mather Group, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for ten years. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios primarily composed of low-cost index funds and ETFs.

Cameron Brummett is a Series 65-licensed financial advisor with CreativeOne Wealth, LLC, bringing one year of industry experience. Prior to joining CreativeOne Wealth, he worked at Greenline Financial Services and held administrative roles related to life insurance and annuities. He also has a background in engineering and automotive industries. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage portfolios.

Shannon Jump is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining PNC Investments LLC in 2023, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithmic risk assessments and third-party strategists to implement investment models primarily using mutual funds and ETFs.

Alexis Gadient is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2015, having also worked at Fifth Third Bank since 2014. 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 combines third-party portfolio managers with advisor-managed strategies, leveraging its unique position as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Rachel Hubbard is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC, Robert W. Baird, and Fifth Third Bank. 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 nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Andrew Winters is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Avantax Investment Services for nine years before joining LPL Financial in 2020. Outside of his advisory role, Winters is involved in tax preparation and accounting through Winters Financial Group. 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 investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Brandon Smith is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Lee is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Grant also has a background working at the University of Kentucky and experience in other sectors including Photogenic Inc and Andy's Frozen Custard. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a sizeable network of advisors and branch offices and offers diversified investment strategies and affiliated financial products.

Ian Clark is a financial advisor with LPL Financial in Greenfield, IN, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at HD Vest Insurance Agency and Winters CPA Group LLC, where he has been involved in tax preparation and accounting services. Outside of his advisory role, Clark is involved in several real estate rental businesses and tax-related entities. 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 diverse investment delivery options supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.

Charles Low is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2021. 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.

Erika Gilman is a CFP® professional with over 23 years of experience at Edward Jones, where she has worked since 2002. She holds Series 63 and Series 66 licenses and is based in New Castle, Indiana. Outside of her advisory role, she is connected to a family-owned Edward Jones office through her spouse. 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 across a broad network of advisors and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds.

Lee Hartman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at Simon Property Group, Brooksource, UPS, Manchester Farms, Legends Hospitality, LLC, and Legend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Gregory Knecht is a Series 66 licensed financial advisor with Edward Jones, based in Greenfield, IN. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he owns and maintains a commercial rental property. 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 broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Krista Scott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at JP Morgan Chase Bank, GWFS Equities, and PNC Bank. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Ethan Starkey is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Knowledge Services, KHI Solutions, Crew Carwash, Dellen Automotive, and Greenfield-Central High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

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.

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.

Jacob Hart is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Avantax Insurance Agency LLC, Winters CPA Group LLC, and Daryl J. Petry P.C. Outside of his advisory role, Hart serves as Vice President of the Lions Club of Carthage, a local community organization. Cetera Investment Advisers serves a diverse client base including 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 and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options across multiple custodial platforms.

Shane Cavanaugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has experience as a CrossFit coach and group trainer. Outside of his advisory role, he is involved in coaching CrossFit part-time. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Ryan Lawson is a financial advisor with Cetera based in New Castle, Indiana, holding a Series 66 license and having 10 years of industry experience. His career includes multiple roles within Cetera and affiliated entities since 2018, as well as prior positions at Regions Bank, OneAmerica Securities, American United Life, and Money Concepts Capital Corp. Cetera Investment Advisers serves a diverse 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, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Gwin is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 licenses. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Crystal Starkey is a Series 66-licensed financial advisor with Edward Jones in Greenfield, IN, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Cary Smith is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Greenfield, IN, he holds Series 63 and Series 66 licenses. 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, operating under a fiduciary standard.

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.

Garry Autry is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2021 and previously spent eight years with Money Concepts Capital Corp. Autry is also involved with Crawford & Associates, a tax preparation and accounting firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by in-house research and a broad network of investment adviser representatives.

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance and National Planning Corporation. He is also the principal of McIntosh CPA LLC, a tax preparation and accounting firm he has operated since 2011. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. 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, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.