Dana Stallings is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. Prior to joining Cetera, she worked at American Portfolios Financial Services for eight years and held roles at First Allied Advisory Services and First Allied Securities. Outside of advising, she serves as president elect of the National Association of Insurance board and is active on the boards of the Heart of Indiana United Way and the Community Foundation of Muncie & Delaware County. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Alexander Sulanke is a Series 66 credentialed financial advisor with four years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates and Mutual Bank. Outside of his advisory role, he serves as a board member for Home Savers of Delaware County, a nonprofit focused on home repairs for low-income homeowners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes.

Travis Callaway is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked briefly at Wells Fargo Advisors, LLC in 2016. Outside of his advisory role, he is involved as the head girls track and field coach at New Castle Community School Corporation, where he develops and implements training programs for high school athletes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than $671 billion in assets under management and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Paul Church is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and nonprofit organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients maintaining discretion over implementation.

Jeffrey Wilcox is a financial advisor with LPL Financial in Anderson, Indiana, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Edward Jones for one year. Outside of his advisory role, Wilcox serves as a substitute teacher at Emmanuel Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for City Securities Corporation for 13 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.

Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing client-driven asset allocation and planning analyses.

Brian Osner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes eight years at Ameriprise Financial Services. Outside of advising, he is involved as a partner and owner in several local businesses, including Foote Hansan Davis Inc and HIS German Autoparts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Andrew Hewitt is a financial advisor at Edward Jones in Muncie, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Chipotle Mexican Grill and Hobby Lobby, and spent several years in education as a teacher at various schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Thomas Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2017. Outside of his advisory role, he owns and operates a support company, Foote Hansan Davis Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to inform client recommendations.

Dawn Hines is a CFP® professional with 15 years of experience in the financial industry, all of which she has spent with Edward Jones. She holds a Series 66 license and is based in Muncie, Indiana. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Matthews is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2010 and 2008, respectively. Besides his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses primarily model-delivery strategies and discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Douglas Baim is a financial advisor with LPL Financial in Yorktown, IN, holding the ChFC® designation and Series 63 license, with 29 years of industry experience. He has been with LPL Financial since 2010 and is also involved with Integrity Advisors Inc. and Integrity Insurance, Inc. Outside of his advisory roles, Baim is involved in a land maintenance business, Land Care, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Michelle Walker is a financial advisor with Thrivent Investment Management in Muncie, Indiana, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, Walker serves as Vice President of the Blackford County 4-H Council and leads the Blackford County 4-H Goat Club, managing funds and supporting youth development programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately with periodic reviews and without discretionary trading authority.

Joe Paulus is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Reedy Financial Group, Oxford Financial Group, Delaware Life Insurance Company, and Fifth Third Bank. He is also involved with the Harber Group, an entity related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jessica Rhoades is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, The Prudential Insurance Company of America, and PRUCO Securities. She is also a commissioned notary in Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

John Compton is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2019. His prior experience includes roles at RGIS Inventory Specialists and Integrity Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Zion Osner is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Agia and VALIC Financial Advisors. Outside of his advisory work, he is associated with White River Wealth Advisors in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and retirement plans. The firm uses tailored, non-discretionary planning combined with analytical tools and supports municipal and public finance work through a specialized affiliation.