Isaiah Merriman is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and several firms in the mechanical and home repair sectors. Outside of advisory services, Isaiah occasionally provides specialized mechanical handyman consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Jason Lanham is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent 14 years at Cook Medical. He has been involved with Edgewood High School in Ellettsville, IN, providing in-kind credit for the band account. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bridget Baugh is a financial advisor with Cambridge Investment Research Advisors in Bloomington, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Chiddister Financial Associates for 16 years and Thurston Springer Financial for one year. Baugh is also involved with Instinctive Financial LLC as an agent, indicating engagement in additional financial services ventures. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options across multiple custody platforms and offers both proprietary and third-party model strategies.

Matthew Russell is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and German American Bank, having previously worked at Fifth Third Securities and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Randy Shewmaker is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service for clients nearing or in retirement that provides tailored retirement-income planning based on comprehensive analysis and ongoing advice.

Jordan Jones is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wood Forest Bank and Indiana State University Recreational Center, among other positions. Outside of advising, Jordan has bartending experience in Indianapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Joseph Waltermann is a financial advisor with LPL Financial in Bloomington, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Investment Advisors and Lake City Investments. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Pendill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years. Outside of his advisory role, Pendill owns Pendill Farms LLC, where he manages agricultural operations including cattle and hay farming. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning and advanced analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Aaron Dobrin is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for 20 years with the City of Lafayette. He serves as an elected retired member representative on the Police Department Pension Board in Bloomington, assisting with the review and recommendation of employment applicant medical and psychological records for pension acceptance. 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, supported by a large network of financial advisors and branch offices nationwide.

Sean Lewis is a financial advisor with Cambridge Investment Research Advisors in Bloomington, Indiana, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to his current role beginning in 2021, he worked for Thurston Springer Miller Herd & Titak, Inc. from 2016 to 2021. Outside of his advisory duties, he owns Instinctive Financial and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base—including individuals, retirement plans, and charitable organizations—with financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. 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 diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Schuman is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Osaic in 2024, he has operated a marketing business under his own name since 2010 and is an employee of Wayne Schuman & Associates. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a vast network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Main is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Outside of his advisory role, he is an investor in Cardinal Spirits, a non-investment-related business based in Bloomington, Indiana. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm employs a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, while also offering municipal advisory and public finance services.

Aubrey Williams is a CFP® and Series 66 registered financial advisor with Edward Jones in Bloomington, IN, where she has worked since 2020. She has five years of industry experience and previously spent eight years at Mars Petcare US. Outside of advisory work, she is a co-founder and partner of Heartwork Brewing Company, a craft brewery in Bloomington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities, including a trust company and securities-based lending.

Wayne Schuman is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, Schuman manages a marketing agency. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Lindsey Langhans is a financial advisor with UBS Financial Services in Worthington, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Centric Investment Group INC, and Wambolt & Associates, LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Karen Brooks is a financial advisor at Raymond James Financial with five years of industry experience. Prior to joining Raymond James in 2023, she worked at Edward Jones from 2009 to 2023. Brooks also serves as an office manager for Pendill Wealth Management in Bloomington, IN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Savanah Whittaker is a CFP®-designated financial advisor with Edward Jones, based in Bloomington, IN, and has seven years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brown-Forman and Faurecia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

John Poage is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and LPL Financial. Outside of his advisory role, he mentors youth for the Boy Scouts of America and is involved in youth ministry activities at Faith Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various model portfolios and third-party managers.

Marcus Robinson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Spencer, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.