Troy Forman is a financial advisor with Raymond James Financial in Columbus, IN, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James since 1999 and also serves as president of Forman Investments Services, Inc., a support company. Additionally, he is treasurer and board member of the St Peters Lutheran Church Foundation. Raymond James Financial provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Scott Osborn is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has prior experience with JJB Hilliard, W.L. Lyons and Main Source/RJFS. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Bryan Hanner is a CFP® and ChFC® with 33 years of experience in financial advising, currently working at Cetera since 2025. He previously spent over two decades with Concourse Financial Group Securities Inc and operates Hanner Financial Services Inc., where he consults with small business owners on financial planning and insurance. He serves as a deacon and trustee at Waynesburg Christian Church, participating in leadership and financial decision-making. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad clientele including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Nicholas Combs is a financial advisor at Raymond James Financial with eight years of industry experience. Prior to joining Raymond James in 2019, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, as well as the Thorne Insurance Agency. He holds Series 63 and Series 65 designations. 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, pensions, corporations, nonprofits, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Steven Meredith is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019, following a 19-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial property. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by ongoing home-office research and tools, including artificial intelligence.

Richard Mann III is a financial advisor at Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in commercial rental property ownership. 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 and investment solutions, operating under a fiduciary standard and supporting its clients through a large nationwide network of financial advisors and branches.

Darrel Kemmerer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC. for nearly four decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

John Sandlin is a Series 66 licensed financial advisor with Thrivent Investment Management in Columbus, Indiana, where he has worked since 2017. He has nine years of industry experience and previously worked at Quintiq. Outside of his advisory role, he co-owns a vehicle repair ministry that helps people in need by restoring donated vehicles for resale or donation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without including implementation. The firm supports ongoing or one-time engagements through a network of financial advisors and offers the option to combine planning with managed-account programs under consolidated billing.

Brett Gladden is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently associated with LPL Financial and has previously worked at Centra Credit Union, Cuna Brokerage Services, Inc., and Edward Jones. His outside activities include a significant role at Centra Credit Union focusing on investment-related responsibilities. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a network of over 22,800 advisors and extensive operational tools.

Heather Baker is a financial advisor at Edward Jones in Columbus, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Project Lead The Way and Ivy Tech Community College. Outside of her advisory role, she owns Sunny Daze Mobile Bar, a mobile bartending service that hires and mentors adults with disabilities, and is involved with LeadHERship Indiana, a women's networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a large network of financial advisors and branches nationwide.

Daylan Mueller is a financial advisor with LPL Enterprise in Columbus, Indiana, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he manages Mueller Financial Services, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and corporate and charitable entities. The firm’s investment approach is largely model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales and trust services through affiliated entities.

Andrew Robbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Defenders from 2011 to 2019. 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.

David Luken is a financial advisor with Edward Jones in Columbus, Indiana, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Tobar Inc for six years and was involved with Tipton Lakes Athletic Club in 2019. 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. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Kevin Lane is a CFP® professional based in Columbus, IN, with five years of industry experience. He is currently with Edward Jones, where he has worked since 2024, and previously held roles at First Financial Bank and MML Investors Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Dylan Russell is a financial professional at Cetera with six years of industry experience and holds a Series 66 designation. He is owner of Integrity Wealth Management, a financial services firm, and also serves as a financial professional at Integrity Life & Health, where he is involved in the sale and service of fixed insurance products. Prior to his current roles, he has worked at multiple firms, including Cetera Advisors LLC and Russell Wealth Management. 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 multi-manager platform with various portfolio management options and a suite of affiliated services.

April Oresik is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and supports a network of approximately 23,701 financial advisors across more than 15,000 branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Mark Griffin is a financial advisor with Raymond James & Associates in Columbus, IN, holding Series 63 and Series 65 licenses and having 52 years of industry experience. His prior work includes tenures at Wells Fargo Investments and Wells Fargo Clearing. Griffin serves as President of the Cherry Hills Village Police Foundation and is a board member of CSB Holdings Inc. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Dedomenic is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Before joining Baird in 2019, he worked for 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as treasurer for a local homeowners association, managing financial reporting and dues collection. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including manager-traded and model-traded SMA programs, with ongoing manager selection and internal research integral to its approach.

Andrew Noga is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, and Axa Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.