Jessica Leggette is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2021 and previously worked at Robert W. Baird & Co. since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm combines a large retail footprint with affiliated capabilities such as trust services and proprietary mutual funds.

Samantha Brown is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Sycamore Insurance Associates and Abel Reed Williams LLC. Outside of her advisory role, she provides paraplanning support through Victory Grand Slam LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies.

Melvin Krueger is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Investment Planners Inc and Kru Co. He is also the CEO and president of a paper company, Small Business Group Inc., which is currently inactive. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Jody Reinoehl is a financial advisor with Morgan Stanley in Terre Haute, Indiana, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Jody has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Outside of advising, Jody serves on the board of Altrusa International of Terre Haute and works as a yoga instructor with Common Ground Yoga. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and investment modeling.

Matthew Crooks is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera since 2019 and previously spent eight years at Foresters Financial Services. Outside of his advisory role, Crooks has been a bartender at Coach's Timeout Sports Bar & Grille since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Edward Hughes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial product sales and referral channels.

Kristopher Comar is a financial advisor at Edward Jones in Terre Haute, IN, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a small family chicken and egg business involving his children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lisa Vanreed is a financial advisor at Morgan Stanley in Terre Haute, Indiana, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she serves on an advisory committee focused on improving Ulster County, New York. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its financial planning process.

Lindsey Pae is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. in Terre Haute, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Tilley is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for over a decade at Technifab Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Darcie Papinchock is a Series 66-credentialed financial advisor with UBS Financial Services in Terre Haute, IN, with 16 years of industry experience. She has been with UBS since 2008. Outside of her financial advisory role, she is involved in dance instruction at World of Dance and works as a choreographer for the Community Theatre of Paris, IL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad range of offerings.

Kimberly Hughes is a financial advisor with Wells Fargo Advisors in Terre Haute, IN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she holds a 33% ownership interest in Ohio Boulevard Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services, including niche areas such as business-owner transition and special-needs analysis.

Garrett Brown is a Series 66-licensed financial advisor with Edward Jones in Terre Haute, IN, with one year of industry experience. Before joining Edward Jones in 2024, he worked in various roles including at Fuson Automotive and WTHI-TV. Outside of his advisory work, he serves as a trustee for Brown River LLC, a farm property in Rosedale, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Frank Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nearly two decades at IPI Wealth Management and Investment Planners, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, delivering customized written Recommendation Reports that incorporate social security options, tax-smart withdrawal strategies, and detailed income planning. The firm combines research, modeling, and tax-efficiency analysis to produce tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Kellen Kester is a financial advisor with Raymond James Financial and holds a Series 66 designation. Kester's industry experience includes roles at Raymond James Financial, Swan Street Financial, Wells Fargo Advisors Financial Network, ProPetro Services, and Pioneer Pumping Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Evan Lunsford is a financial advisor with LPL Financial in Terre Haute, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with LPL Financial and Old National Bank since 2015. Lunsford also serves in a financial institution duty capacity with the Vermillion County Sheriff's Office/Jail and Old National Bank. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Metheny is a CFP® certificant and holds a Series 66 license with Edward Jones, where he has worked since 2010, totaling 15 years of industry experience. He is based in Terre Haute, IN. Metheny has been involved with The Butler's Pantry, LLC, a catering and bakery business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

David Collins is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and bringing 43 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013 and has long-standing roles at Ohio National Life and Collins & Associates. Collins is also president and owner of Collins Financial Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary and third-party strategies with both discretionary and non-discretionary approaches.

Lisa Price is a financial advisor with Morgan Stanley in Terre Haute, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for UBS Financial Services for 22 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Sonya Doty is a financial advisor with Ameriprise in W Terre Haute, IN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She previously worked for Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. and later Ameriprise. Doty is president of Shrood Services, Inc., a business involved in managing financial planning-related expenses, and also serves as office manager for Victory Grand Slam, LLC, an Ameriprise financial advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.