David Riggs is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at CrossCountry Mortgage LLC, Humana Inc, and Schneider Electric. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Amanda Janssen is a CFP® certificant with seven years of industry experience, currently serving at OSAIC since 2024. Her prior roles include positions at Securities America, Inc. and Sortino Advisory Partners, LLC. Outside of her advisory work, she is active in community organizations such as the Southern Indiana SHRM as Programming Director and serves on the marketing committee for the Community Foundation of Southern Indiana. Osaic Wealth, Inc. provides a broad range of financial services to retail and institutional clients through a large network of advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and unified managed account programs.

Stephen Corsi is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2024, Corsi spent over a decade with Securities America Advisors, Inc. and Securities America Inc. He is also involved with Young Life, a Christian outreach ministry in Louisville, where he serves as a financial approver for budgeting and expense report oversight. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, providing portfolio management through various platforms and tools, including access to third-party managers and automated investment strategies.

Jason Middleton is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL since 2008 and previously worked at Atlas Brown and Ameriprise. His credentials include the Series 63 designation. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

David Lobeck is a financial advisor at Edward Jones in Jeffersonville, IN, with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has been with Edward Jones since 2011. Outside of his advisory role, Mr. Lobeck is the owner of Lobeck Marketing and Media LLC, hosts a weekly professional golf radio show, and writes nationally syndicated columns and a cooking website focused on BBQ. He is also working on a BBQ-themed coffee table book that integrates investing and budgeting principles. 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 broad range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Michael Kiper is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities, LLC for 11 years. In addition to his advisory role, he operates Kiper Wealth Advisors, a sole proprietorship that sells various lines of insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to manage a wide range of investment portfolios on both discretionary and non-discretionary bases.

Jerry Davis is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Cetera. His career includes prior roles at First Allied Advisory Services, First Allied Securities Inc., and NEXT Financial Group. Outside of advisory work, he serves as president of DFS Tax, LLC, providing non-CPA accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary portfolio management and access to both affiliated and third-party managers.

Sarah Diffenderfer is a financial advisor at Osaic with seven years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. and Securities America Advisors, Inc. in Louisville, KY. Diffenderfer also operates MainStreet Wealth Management, LLC, where she focuses on variable annuities and occasionally provides life insurance quotes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies.

Sherry Carrico is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and its affiliated entities since 2016, following a long tenure at Bank One/Chase Bank from 1993 to 2021. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Betty Thomas is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, LLC for seven years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both internal research and various managed account strategies.

Kevin Boehnlein is a financial advisor with Edward Jones in Clarksville, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

James Childress is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is engaged as a 1099 employee with Kalas LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations.

Jarrod Bulleit is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Myriad Genetics for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

John Mayfield is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with Cetera in Louisville, KY. His career includes roles at First Allied Advisory Services, First Allied Securities, and Next Financial Group. He serves as treasurer for the Kentucky Collaborative Family Network, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services utilizing multi-manager platforms and multiple program structures.

Curtiss Scott is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Kentucky Trust, Nationwide Incorporated Investment Services, and Jefferson National Securities Corporation. Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and tools.

Tracy Hardin is a financial advisor with LPL Financial in New Albany, IN, holding the ChFC® designation and a Series 63 license. She has 30 years of industry experience, with prior roles at Private Client Services, LLC, KFG Private Client Services, and 1717 Capital Management Company. Hardin is also involved in selling non-variable insurance products. 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 portfolios, third-party asset management, and institutional platforms.

Daniel Miller is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 credential and 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent several years with J.J.B. Hilliard W.L. Lyons. The DDK Group, where Miller is based, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, including separately managed account programs and utilizes a combination of internal research and external partnerships to support its advisory approach.

Chase Bentley is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held positions at GE Appliances and River Road Asset Management. The DDK Group at Robert W. Baird & Co., where Chase works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Peter Lim is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds the Series 66 designation and previously worked at J.J.B. Hilliard W.L. Lyons LLC for nine years before joining Baird in 2019. Peter Lim is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services.

Roy Saenz is a financial advisor with Primerica Advisors based in New Albany, IN, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked in both academic roles at Indiana University, Indiana University South Bend, and American National University, as well as a long tenure at PFS Investments Inc. Outside of advisory work, he is involved in activities related to non-investment product referrals and serves as a power of attorney and health care representative for a family member. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm offers advisory services through a large network of financial advisors who utilize model-driven strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors for overlay management and Pershing for custody services.