Julia Johnson is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves on the Sustainer Committee as Treasurer for the Junior League of McAllen and operates an online store for wine and coffee as an independent consultant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Clark is a Series 66 licensed financial advisor with Thrivent Investment Management in Columbus, IN. He has prior experience with the Indiana Army National Guard and the Defense Finance Accounting Service. Clark has been with Thrivent since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Hendricks is a financial advisor with Edward Jones in Columbus, Indiana, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Heritage Fund for five years and was involved with the United Way of Bartholomew County for five years. Edward Jones is a full-service wealth management firm serving more than 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 and supported by a nationwide network of over 23,700 financial advisors.

Samantha Wesner is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she is involved in managing family farm operations that include crop production and cattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Matthew Baker is a financial advisor with Edward Jones in Seymour, IN, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2020 and previously worked for four years with Bartholomew Consolidated School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

Andrea Hall is a financial advisor with Edward Jones in Seymour, IN, holding the CFP® certification and Series 66 license. She has 12 years of industry experience, all with Edward Jones since 2014. 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 under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 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-licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2022. He has prior experience at Edward Jones from 2013 to 2016 and maintains ongoing roles at Centra Credit Union and Cuna Brokerage Services, both since 2016. 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, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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.

Adam Jackson is a financial advisor with Edward Jones in Seymour, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a member of A&A Jackson Properties, a real estate business based in Brownstown, IN. 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 maintaining a large network of financial advisors and branch offices nationwide.

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.