Travis Callaway is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at Raymond James & Associates, Edward Jones, and Charles Schwab. Outside of his advisory work, he serves as the head girls track and field coach at New Castle Community School Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Church is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2020. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Wilcox is a financial advisor with LPL Financial in Anderson, Indiana, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2017. Outside of his advisory role, Wilcox serves as a substitute teacher at Emmanuel Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of over 22,800 advisors with a wide range of advisory and brokerage services, including model portfolios, third-party subadvisors, and various operational tools.

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 Series 63 and Series 65 designations and 55 years of industry experience. He has worked at Stifel since 2017 and previously held positions at City Securities Corporation and Natcity Investments, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

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, 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 associated with Integrity Insurance, Inc. and Integrity Advisors Inc., entities involved in insurance and advisory services. Outside of his advisory work, he is involved in a land maintenance business, Land Care, Inc. 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 management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic allocation options.

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, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Reedy Financial Group, Oxford Financial Group, Delaware Life Insurance Company, and Fifth Third Bank. 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 using various investment strategies, supported by proprietary research and advisor tools.

Jessica Rhoades is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Prudential-affiliated firms. She is also a licensed notary. 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 variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

David Gilliam is a financial advisor with LPL Financial in Muncie, Indiana, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with LPL Financial since 1994 and operated his own firm, David P. Gilliam & Associates, Inc., from 2016 to 2026, offering financial planning services on an hourly basis. 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 provides a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

John Compton is a financial advisor with LPL Financial based in Anderson, Indiana, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms including Integrity Brokerage Services, F500 Advisory Services, and Fiducial Investment Advisors. 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 portfolios, third-party asset management, and institutional platforms.

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 Series 66 registered financial advisor with Raymond James Financial Services Advisors, Inc. He has four years of industry experience, including roles at Agia and VALIC Financial Advisors, Inc. Osner is currently associated with White River Wealth Advisors in Muncie, IN, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Angela Cortwright is a financial professional with seven years of industry experience. She currently works with Cetera and operates Onieal and Associates, a financial services DBA. Her prior experience includes six years at Lord, Abbett & Co. LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment platforms and portfolio management options through a large network of independent advisors.