Steven Navel is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles with Summit Smart Farm, Distynct, Aquatrols, and Elanco Animal Health. He holds the Series 66 and Series 63 designations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Brandt Karnes is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Tyler Wealth Management and Dennis Wenger & Abrell. In addition to his advisory role, Karnes serves as a Notary Public and is involved in the sales and marketing of fixed annuities and insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance analysis, and access to third-party money managers.

John Hooker is a CFP®-designated financial advisor with Edward Jones, based in Anderson, IN, with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is the owner of a commercial property management business. 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 supported by a large network of financial advisors and branch offices nationwide.

James Haag is a financial advisor with LPL Financial in Pendleton, Indiana. He holds the Series 66 designation and has 10 years of industry experience, including six years at Edward Jones before joining LPL in 2022. In addition to his financial advisory role, Haag operates a life coaching business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Samuel Marshall is a Series 66-credentialed financial advisor with Raymond James Financial in Muncie, IN. He has one year of industry experience and has worked previously at Westpoint Financial Group and Raymond James Financial Services, Inc. Outside of finance, he was involved with the Country Village/Creekwood Neighborhood Association. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public-finance advisory services.

Tatiana Daniels is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at A.B.L.E. and other organizations. Outside of advising, she is also an artist who creates paintings available for purchase or commission. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kimberly Morse is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making on asset allocation and financial planning.

Hellen Justus is a financial advisor with LPL Financial in Alexandria, Indiana, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her prior roles include positions at Edward Jones and E.K. Riley Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Dana Stallings is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. Prior to joining Cetera, she worked at American Portfolios Financial Services for eight years and held roles at First Allied Advisory Services and First Allied Securities. Outside of advising, she serves as president elect of the National Association of Insurance board and is active on the boards of the Heart of Indiana United Way and the Community Foundation of Muncie & Delaware County. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Alexander Sulanke is a Series 66 credentialed financial advisor with four years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates and Mutual Bank. Outside of his advisory role, he serves as a board member for Home Savers of Delaware County, a nonprofit focused on home repairs for low-income homeowners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes.

Travis Callaway is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked briefly at Wells Fargo Advisors, LLC in 2016. Outside of his advisory role, he is involved as the head girls track and field coach at New Castle Community School Corporation, where he develops and implements training programs for high school athletes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than $671 billion in assets under management and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Paul Church is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and nonprofit organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients maintaining discretion over implementation.

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 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing client-driven asset allocation and planning analyses.

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.