Albert Rahman is a financial advisor with Ameriprise in Martinsville, Indiana, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in owning and managing several commercial real estate properties and operates a business entity, Albert D. Rahman FP, Inc. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Rahman.

Darren Fabert is a financial advisor with Edward Jones in Martinsville, IN, holding a Series 66 designation and over 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 advisors.

Kirk Mulroney is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked for IU Health for 16 years and OrthoIndy Hospital for one year. Outside of his advisory role, he is involved with Emmanuel Church of Greenwood, where he participates in service production and worship direction. 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 wide range of investment strategies and affiliated financial services.

William Orr is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 11 years of industry experience. His career includes roles at Cambridge Investment Research, Pruco Securities, Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, he is a founder of the Veteran CFO Alliance networking group and serves as a volunteer board member of The American Legion. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies under the Founders Gate Capital brand.

Michael Zinser is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2026. Prior to that, he spent significant time at Huntington Investment Company and Huntington National Bank. Zinser serves as Vice President on the board of the Southport High School Alumni Association, a nonprofit that provides scholarships to graduating seniors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on income reliability and tax-aware withdrawal strategies.

Richard Nye is a Series 65-licensed financial advisor with Capital Strategies, Inc. in Indianapolis, IN, where he has worked since 2007. He has 17 years of industry experience. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $41.1 million in assets across about 80 client accounts. The firm offers ongoing portfolio management tailored to individual objectives and supports client education through newsletters and seminars.