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 with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012, and previously worked at Chase Investment Services Corp., Banc One Securities Corporation, and PRUCO Securities, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Barber is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and North Salem State Bank. His background also includes roles outside finance, such as teaching at Purdue University and employment in community school systems and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s planning services have been available since 1998 and can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Stephen Bottomley is a financial advisor with Stifel in Anderson, Indiana, holding a Series 63 designation and bringing 41 years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance without guaranteeing outcomes.

Cole Snipes is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked in education and data services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by various portfolio management styles and research resources.

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.

Benjamin Harber is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and also operates Artistic Enterprises, where he works as an actor and model. Harber has served as a substitute instructor at Anderson University, teaching a course on personal financial planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Robert Dunlap is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap also teaches a course titled Retirement Planning Today through Dunlap Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marly Hardy is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 23,700 financial advisors.

Jay Barclay is a Certified Financial Planner® with 27 years of industry experience. He is currently with Osaic Wealth, having joined in 2024, and previously worked at Securities America Advisors and other financial services firms. Outside of advising, he serves on the board of the Brendonwood Historic District Foundation and is also involved in photography, creating and selling photo books and photos online. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, allowing advisors to implement customized strategies using various managed account options and third-party managers.

Evan Werckenthien is a CFP® professional with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. Prior to this, he worked with National Planning Corporation from 2013 to 2015. He also operates an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and provides a range of account platforms and proprietary model strategies.

Julie Singer is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves on the finance and investment committee of the nonprofit American Cabaret Theatre, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Ayers is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience at Edward Jones and Meta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broader range of derivatives and commodities capabilities than many institutional advisory programs.

Jeffry Wambolt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Carson Wealth, and Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Cheryl Stultz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones for nine years before joining Cambridge Investment Research Advisors in 2016. Outside of her advisory role, she has served as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Nichole Green is a Series 66-credentialed financial advisor at Fidelity with 12 years of industry experience. She has worked at multiple Fidelity entities since 2017 and previously at Signator Investors, Inc. from 2012 to 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a diverse investable universe.

Dustin Pennington is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. His wife manages a rental property business in Pendleton, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and 11 years of industry experience. He has worked at firms including Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research. Waterman is also president of Prosperity Planning Group, Inc., his own non-investment-related S Corporation business entity. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization tools, and a range of managed account programs, supported by a complex network of affiliates and private equity ownership.