Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.

John Grimaldi Jr. is a financial advisor with Grimaldi Investment Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Sycamore Financial Group since 1989. Grimaldi Investment Services, LLC provides discretionary investment management for individual investors, IRAs, trusts, estates, nonprofit corporations, corporate accounts, and pension and profit-sharing plans. The firm employs an eclectic investment approach with an emphasis on value and contrarian styles, using proprietary fundamental models alongside technical analysis to construct individualized portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Adam Mc Henry is a financial advisor with Bankers Life Advisory Services, Inc. He holds a ChFC® designation and Series 63 and 66 licenses, and has 18 years of industry experience. Since 2006, he has been associated with Bankers Life and Casualty, Inc., where he also works as an insurance agent specializing in non-variable insurance and annuity products, including equity indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and offers a range of investment strategies across various securities.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® and Series 63 designations and having 27 years of industry experience. He has been associated with various Bankers Life entities since 1973 and serves as a board member of Muncie Endurathon, Inc., a charitable athletics organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients’ goals and risk tolerances.

Ashley Hansard is a CFP® professional currently with Creative Planning in Muncie, Indiana, with six years of industry experience. Prior to joining Creative Planning in 2020, Hansard worked at Miller Financial Management, LLC for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market exposure alongside institutional and retirement plan services.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms including Virtual Partners Group, Comprehensive Financial Consultants, and Pulp & Pine, LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Brandt Karnes is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Tyler Wealth Management and Dennis Wenger & Abrell. In addition to his advisory role, Karnes serves as a Notary Public and is involved in the sales and marketing of fixed annuities and insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance analysis, and access to third-party money managers.

Samuel Marshall is a Series 66-credentialed financial advisor with Raymond James Financial in Muncie, IN. He has one year of industry experience and has worked previously at Westpoint Financial Group and Raymond James Financial Services, Inc. Outside of finance, he was involved with the Country Village/Creekwood Neighborhood Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public-finance advisory services.

Dana Stallings is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. Prior to joining Cetera, she worked at American Portfolios Financial Services for eight years and held roles at First Allied Advisory Services and First Allied Securities. Outside of advising, she serves as president elect of the National Association of Insurance board and is active on the boards of the Heart of Indiana United Way and the Community Foundation of Muncie & Delaware County. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Alexander Sulanke is a Series 66 credentialed financial advisor with four years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates and Mutual Bank. Outside of his advisory role, he serves as a board member for Home Savers of Delaware County, a nonprofit focused on home repairs for low-income homeowners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, capital markets services, and affiliated banking programs.

Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for City Securities Corporation for 13 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.

Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing client-driven asset allocation and planning analyses.

Brian Osner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes eight years at Ameriprise Financial Services. Outside of advising, he is involved as a partner and owner in several local businesses, including Foote Hansan Davis Inc and HIS German Autoparts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Andrew Hewitt is a financial advisor at Edward Jones in Muncie, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Chipotle Mexican Grill and Hobby Lobby, and spent several years in education as a teacher at various schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.