Kayla Speth is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Edward Jones, and First Financial Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to each client’s risk profile using a mix of in-house and third-party managers.

Kevin Klingerman is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 24 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 16 years before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Terry Hogan is a financial advisor with Morgan Stanley in Terre Haute, Indiana, holding a Series 63 license and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Hogan serves on the finance committee of St. Benedict Church and is a member of the City of Terre Haute Board of Public Works. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Gordon Bryan is a financial advisor at Ameriprise with 42 years of industry experience. He has held positions at Wells Fargo Advisors and Ameriprise Financial Services before joining Ameriprise in 2020. Bryan serves as a deacon on the board of directors for Eastside Church of Christ in Terre Haute, IN, and is involved in local real estate ventures related to office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Scott Minton is a financial advisor with Ameriprise in Terre Haute, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at First Financial Bank and Investment Professionals, Inc. He also owns SRM Corp, an S corporation established to manage his financial advisory practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Jill White is a financial advisor with Merrill in Terre Haute, IN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Merrill for 20 years since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Faro is a financial advisor with Edward Jones in Terre Haute, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he was self-employed and worked in VFX contracting, among other roles. Outside of finance, Faro gives saxophone lessons to local middle and high school students and is involved in event and promotional software coordination as a partner in a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Robert Davidson is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He has also worked with ONB Investment Services, Inc. since 1996. Davidson holds a Series 63 registration and is based in Terre Haute, Indiana. He serves as a wealth advisor with Old National Bank in a non-investment related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging technology and a large network of advisors to support both discretionary and non-discretionary investment strategies.

Brittany Brown is a financial advisor with Edward Jones in Terre Haute, Indiana. She holds a Series 66 designation and has seven years of industry experience, including four years at Allstate prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

James Faro is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide-reaching network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kip Hollowell is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked with Raymond James Financial Services since 2014 and serves as Vice President at First Farmers Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations using tailored, non-discretionary strategies supported by advanced analytical tools. The firm offers a range of programs, including wrap-fee advisory and municipal advisory services, serving a broad client base through a large network of advisors.

Chasity Jordan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following 21 years at J.J.B. Hilliard, W.L. Lyons, LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Todd Klass is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. Klass also served in the Indiana National Guard for 14 years and continues a part-time role there alongside his advisory work. 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 advisory services including financial planning, model portfolios, and third-party asset management, utilizing extensive technology and a large network of investment adviser representatives.

Janet Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. in 2018 and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing annual written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling to deliver tailored retirement income advice, with an emphasis on assets managed within Ameriprise accounts.

Paul Clapp is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 credential and bringing 17 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of financial advisors and offices.

Scott Noble is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also operates Structured Wealth Management. Noble holds roles as an independent insurance agent and president of SMN Inc., reflecting involvement in insurance agency activities alongside his advisory work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, employing a variety of investment approaches across multiple platforms and custody arrangements.

Troy Charters is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively, and began his career at Citigroup Investment Services Inc. in 2008. Outside of his advisory role, he owns an aircraft through a sole proprietorship in West Terre Haute, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by advanced modeling tools.

Alice Shagley is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, Wells Fargo Clearing, and Wells Fargo Advisors. She is also affiliated as a financial advisor with two other LLCs in Terre Haute, IN. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios tailored to client needs.

Tophel Secuskie IV serves as Resident Director at Merrill, where he applies a personalized approach to wealth management. He focuses on understanding the diverse aspects of each client's financial situation and utilizes Merrill's resources to develop integrated financial strategies aimed at helping clients pursue their goals. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, and socially responsible investing among others. Tophel began his career in financial services with Merrill in 2018. He directs asset allocation, sector diversification, and security and fund selection within The Dorman Vickers Group, a team with over 100 years of combined experience. He holds a Bachelor's Degree from DePauw University and has earned the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Rockville, Indiana, Tophel lives with his wife and two children. He is involved in his community through activities such as coaching for Parke Heritage High School varsity football and volunteering with the Rockville Youth League and Parke County Community Foundation grants. His personal interests include baseball, biking, boating, fishing, football, hiking, hunting, soccer, spending time with family, and traveling.

Ronald Hodge is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He has been affiliated with various Raymond James entities since 2016 and is a partner in The Valley Group, a separate business entity. 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 investors, and municipal entities, providing financial planning and advisory services with a range of portfolio management styles and affiliated research resources.