Daniel Fletcher is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Woodbury Financial Services from 2006 to 2020 before joining SPC and Parkland Securities LLC in 2020. In addition to his advisory role, he is an independently licensed insurance agent appointed with various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through multiple account programs and partnerships.

Charles Law is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes positions at Park Avenue Securities, GUARDIAN Life Insurance Co. of America, MML Investors Services, Mass Mutual Life Insurance Company, and First Command Advisory Services. He serves as a board member of the Briarwood Trace Homeowners Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed investment choices combined with ongoing monitoring, and it operates within the KeyCorp group, maintaining relationships with affiliated banking and capital markets entities.

David Eger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at Cellular Sales and WT Boone. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Gunnell is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Freedom Investments & Insurance Services and DeVaughan Strong (Core Fitness). Outside of advising, he has been involved with Kennedy Estates and continues his engagement with the fitness industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, and institutional clients.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. 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 range of advisory services through a nationwide network of financial advisors and branch offices.

Autumn Green is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Autumn worked in healthcare and retail sectors including Columbus Regional Health and Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Kimberly Henderson is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mutual Savings Bank for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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 nationwide network of financial advisors and branch offices.

William Robertson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and IMBB 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 financial planning and investment management services delivered through a broad network of investment adviser representatives.

Dustin Heuchan is a financial advisor with Robert Baird & Co. in Franklin, IN, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and at 19th Capital Group, LLC for five years before joining Baird in 2023. Heuchan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and manager oversight as key components of its investment approach.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.

Robert Beck is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies and has involvement with Duncan Financial Planning Advisors as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of investment solutions across multiple platforms tailored to client objectives.

Henry Clifton is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Charles Schwab, Merrill, Bank of America, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

William Matis is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he is a co-owner of 22 Events, providing DJ and emcee services for weddings and private parties, and has worked as a gameday DJ for the Indianapolis Colts since 2014. 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 large network of financial advisors and branch offices nationwide.

Brett Perks is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc. since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

Joshua Dearmitt is a CFP® with 26 years of industry experience, currently serving at LPL Financial since 2006. Before joining LPL Financial, he worked briefly at Edward Jones. He is president and a member of the City of Franklin, IN Economic Development Commission, a nonprofit board role he has held since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research support.

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.