Mistianne Figueroa is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch, JPMorgan Chase Bank, N.A., and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Kelly Delk is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has been with Raymond James & Associates since 2008 and previously worked at Carrington Commons Condo's for 11 years. Delk holds a Series 66 designation. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Laura Taylor is a Series 66 licensed advisor with J.P. Morgan Securities in Indianapolis, IN, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Denham Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on systematic due diligence and a range of investment strategies.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Knop is a financial advisor with Cetera in Greenwood, IN, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with firms including BKD, LLP and OneAmerica Securities. Outside of financial advising, he works as an independent contractor for DoorDash. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party managers.

Robert Parke is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Spence is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Edward Jones in Martinsville, IN since 2014. Outside of his advisory work, he owns a rental property for his father. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

William O'Neal is a financial advisor at Edward Jones in Mooresville, IN, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities and JP Morgan Chase Bank for one year, and spent three years at Northwestern Mutual-related companies. He also has a background at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers various advisory programs and investment solutions under a fiduciary standard.

Dustin Broadwater is a CFP®-designated financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at TD Ameritrade Investment Management and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Meredith Kroger is a financial advisor with Edward Jones in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at ProEquities, Inc. and Protective Life from 2005 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.

Jenna Bennett is a CFP® professional with 18 years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Martinsville, IN. 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, operating under a fiduciary standard.

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.

Anthony Kerins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior roles include positions at Key Bank, Valic Financial Advisors, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Vice President of the South Stars Hockey Club, a high school varsity and junior varsity hockey organization. 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 and non-discretionary investment consulting through various specialized programs and drawing on a broad range of portfolio management styles and affiliate resources.

Dennis Mahler III is a CFP® certificant and Series 66 license holder with seven years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent seven years at Edward Jones. Outside of his advisory role, he is involved with the Needham Fire Department. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.