James Spore is a CFP® with 33 years of industry experience based in Bloomington, IN. He has been with La Salle St. Securities, LLC since 1996. In addition to his advisory role, he is involved with IU Credit Union Investment Services, Inc., providing fixed insurance services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing a mix of investment products and third-party managers, with a notable predominance of non-discretionary assets under management.

Tucker Payne is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 65 credential and has previously worked at Giesting Financial and Northwestern Mutual Life. Outside of advising, he has experience assisting with financial planning and client meetings in a paraplanner role. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using various investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.

Thorn Murphy is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Giesting Financial and Cummins Inc. Outside of his advisory role, he owns TM Financial LLC, which involves the sale and service of fixed insurance-related products. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing a variety of investment strategies and sub-advisory relationships.

Erin Lane is a financial advisor with Principal Financial Services in Nashville, IN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior work includes roles at T. Rowe Price from 2013 to 2025 and several positions within Principal and Lincoln Investment during 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Bradshaw is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2020. Prior to that, she held roles at Angie's List and Restoration Hardware Outlet. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Thrivent in 2020, Harper worked at Allstate Insurance and other firms in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers a combined planning and managed-account option called WealthPlan.

Marc Fishman is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. He has been affiliated with Old National Bank and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Bomba is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has 25 years of industry experience, including a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. in addition to his current role at Baird. Outside of his advisory work, he serves as a board member of Morris Initiative, a medical device manufacturer. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Yazeed Rabadi is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Mist Harlem. Outside of his advisory work, he is an owner and member of Tensleep LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

William Reed is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as at J.J.B. Hilliard, W.L. Lyons, LLC since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Kimberly Harrell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Levy Restaurants and Regions Bank. She is based in Bloomington, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Harris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is a partial owner of a non-public entity that rents undeveloped land for agricultural use. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Vadim Morozov is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons and Royal East. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The team employs a variety of investment strategies tailored to client goals and risk tolerances, including traditional and non-traditional asset allocations, with both discretionary and non-discretionary management options.

William Stant is a financial advisor with Cambridge Investment Research Advisors in Nashville, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has operated L. B. Stant and Associates, LLC since 1996. Outside of advising, he is an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering tailored investment strategies across multiple platforms and proprietary and third-party model solutions.

Nathan Pendill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years. Outside of his advisory role, Pendill owns Pendill Farms LLC, where he manages agricultural operations including cattle and hay farming. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning and advanced analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Douglas Mayo is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 credential and has served as an officer and treasurer for nonprofit organizations, including the Bloomington Health Foundation and North Central Church of Christ. Mayo operates his advisory practice through a member-managed LLC while conducting all advisory activities under Raymond James supervision. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and offerings such as the SIMPLE IRA Employer Advisory & Consulting Services program.

Colleen Curry is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2014. She serves as a board member for the Community Foundation Monroe County. Colleen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Orval Stallsmith Jr. is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding a Series 66 license and 18 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he participates in Fifty Men Who Care, a local charitable organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional asset allocations, and integrates municipal advisory and public finance services.

Joel Schneider is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he is a board member of Monroe County United Ministries and co-owns a cattle ranch in Ringling, OK. He is also a silent investor in Heartwork Brewing, a local brewery and restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Alyce Zollman is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC, and involvement with the Indiana University Tennis Center. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.