Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 19 years with Waddell & Reed Inc and various insurance carriers. Outside of advising, he has operated his own business entities for tax and investment purposes. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claire Burke is a financial advisor at Osaic with a Series 66 designation and recently started her career in the industry. Her prior work includes roles at Resource Planning Group and The Sixpence, as well as experience outside finance with Creating Joyful Moments and Culvers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools such as asset-allocation software and automated rebalancing to build portfolios across multiple asset classes.

Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.

Zachary Fox is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at LPL Financial and previously spent five years with Edward Jones and two years at Pascal Engineering. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Fleming is a financial advisor with Edward Jones in Fishers, Indiana, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Sharron Regan is a financial advisor at Ameriprise with 13 years of industry experience. She has been with Ameriprise since 2015 and holds Series 63 and Series 66 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, employing a centralized consulting team to provide non-discretionary, research-driven recommendations. The firm combines various analytical methods and emphasizes tax-efficient strategies while primarily focusing on assets managed within Ameriprise accounts.

Steven Gipson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Justin Wirey is a financial advisor at LPL Enterprise with a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, asset management access, and insurance-related services.

Patrick Price is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase Bank, N.A. since 2009. J.P. Morgan Securities 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.

Daniel Latimer is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates in Pendleton, Indiana. She holds Series 65 and Series 63 licenses and has 27 years of industry experience. Prior to joining Raymond James in 2025, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2021 to 2025, and at Morgan Stanley from 2017 to 2021. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Austin Gilbert is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials, and has three years of industry experience. His prior work includes positions at JPMorgan Chase Bank, Royal United Mortgage LLC, and Arlington Roe And Co. Outside of his advisory role, he operates a woodworking business specializing in building and installing window flower boxes and furniture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Nathaniel Zimmerman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and operation of his own entities in real estate and investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive technology tools and a large network of over 22,800 advisors.

Brady Creel is a financial advisor at OSAIC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside his advisory work, Creel owns Southern Express Financial Group, a sole proprietorship selling life, health, and long-term care insurance, and serves as President and CEO of Creel Financial Services, which focuses on fixed insurance client acquisition and servicing. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple platforms. The firm employs a range of asset-allocation tools and investment strategies across various securities and supports both discretionary and non-discretionary portfolio management.

Worth Conner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Cetera and its related entities since 2015 and has been affiliated with Regions Bank since 2011. Outside of his advisory role, he serves on the Dawson County Board of Health and Dawson County United Way, and he also coaches in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Joshua Lee is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Osaic, he worked at Ameriprise and Edward Jones. Outside of his advisory work, he is a member of Mimir Advisory LLC, a personal business entity used for insurance and commission product sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.