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.

David Gilliam is a financial advisor with LPL Financial in Muncie, Indiana, holding a Series 63 designation and over 40 years of industry experience. He has worked at LPL Financial since 1994 and has operated his own firm, David P. Gilliam & Associates, Inc., since 2016, where he offers financial planning on an hourly basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 six years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has prior experience at Lord, Abbett & Co. LLC. In addition to her role at Cetera, she is involved with Onieal and Associates, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs multiple program structures and investment approaches.

Tanya Shaneyfelt is a financial advisor with Edward Jones in Muncie, Indiana. She holds the ChFC® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, she worked at Symmetry Chiropractic Wellness Center. Outside of her advisory role, she is the managing member of Two Pillars Property LLC, where she focuses on tax lien properties and repossessions for investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

G Kristopher Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2006. He also operates a personal business under his name. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Troy Helm is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has held positions at Summit Financial Networks, Cetera Wealth Services, and Summit Brokerage Services over his career. Outside of advisory work, he runs Helm Financial Group LLC, which serves as a holding entity for tax purposes. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies across various program structures.

Robert Tyler Jr. is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates Tyler Wealth Management, his own wealth management firm. Tyler is a member of the Finance Department Advisory Board at Ball State University and serves on the Investment Committee for The Community Foundation of Muncie and Delaware County, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset allocation tools, and supports a wide range of investment options and third-party management platforms.

Christopher Bunch is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. In addition to his advisory role, he operates Tyler Wealth Management, a sole proprietorship involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment vehicles.

Christopher Matchett is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He has been with OSAIC and Wealth Strategies Inc. since 2020 and has prior experience with Enterprise Rent A Car and The Vitamin Shoppe. In addition to advising, he is licensed to sell life and health insurance in Indiana and works in research and support for financial advisers. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk analysis, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Shena Bynum is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2012, concurrently serving at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Reid Long is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes roles at Tyler Wealth Management, Taylor University, and Long Construction, Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting among other solutions, utilizing advanced asset-allocation tools and third-party management options.

Andrew Kruger is a financial advisor with Edward Jones in Muncie, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He worked at American Funds from 1997 to 2025 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network and offers services under a fiduciary standard.

Eric Baize is a financial advisor with Osaic Wealth Inc., holding a Series 63 designation and offering 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Baize also operates Baize Financial Concepts, where he provides investment advisory services and sells insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and offering both discretionary and non-discretionary account management.

Dana Sizemore is a financial advisor with Raymond James & Associates in Muncie, Indiana, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Raymond James & Associates Inc since 2008. 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 and pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Day is a financial advisor with Edward Jones in Yorktown, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Day serves as vice president and board member of the Yorktown Mt Pleasant Township Community Library, participating in decisions related to personnel, budget, and community activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of financial advisors and branch offices.