Troy Forman is a financial advisor with Raymond James Financial in Columbus, IN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as president of Forman Investments Services, Inc. Outside of advising, he is treasurer and a board member of the St. Peters Lutheran Church Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using detailed risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also been associated with J.J.B. Hilliard, W.L. Lyons, Inc. for over two decades. Outside of his advisory role, Meredith is a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial real estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a mix of in-house and third-party investment strategies.

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 at LPL Enterprise with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1985. His current role at LPL Enterprise began in 2024. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

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 financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with Centra Credit Union and Cuna Brokerage Services, Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

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 Indianapolis, IN, holding the Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015. Mueller is also involved in non-variable insurance activities outside his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

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 financial advisor at Edward Jones in Columbus, IN, holding a CFP® designation and Series 66 and Series 63 licenses, with five years of industry experience. His prior roles include positions at First Financial Bank and MML Investors Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

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 bringing 52 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Outside of advisory work, he 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 broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers tailored financial planning, non-discretionary consulting, and municipal advisory services supported by research, multiple portfolio management styles, and a network of affiliates.

Scott Dedomenic is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Timbergate Home Owners Association in Edinburgh, Indiana. 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 strategies, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Andrew Noga is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also involved as an advisor for Integrity Wealth Partners, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

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.