Jamie Wilson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and maintains roles with the Department of Navy and Hopkinsville Community College, where he teaches an online course on academic success. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a structured selection process for investment options.

Joel Niese is a Series 66-licensed financial advisor with nine years of industry experience, currently with Fifth Third Securities, Inc. in Bloomington, IN. His prior experience includes roles at Donaldson Capital Management, German American Bancorp, LPL Financial LLC, and the Indiana University Kelley School of Business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers investment programs via its Passageway Managed Account platform, featuring multiple portfolio management options and risk-profile-driven strategies.

Ashley Land is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has prior work history at JP Morgan Securities LLC and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Levi Trueblood is a financial advisor with Commonwealth Financial Network in Bloomington, IN. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Innovative Financial Solutions and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a large client base nationwide. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services.

Marc Fishman is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. He has been affiliated with Old National Bank and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Bomba is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has 25 years of industry experience, including a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. in addition to his current role at Baird. Outside of his advisory work, he serves as a board member of Morris Initiative, a medical device manufacturer. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Hiu Ching Chan is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Chan has been involved in piano teaching and performing for over a decade and currently performs as a pianist in an international ensemble. They also work part-time as a chef, cooking and delivering meals on weekends. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm‑provided tools for asset allocation, risk assessment, and portfolio management across a range of investment products.

Yazeed Rabadi is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Mist Harlem. Outside of his advisory work, he is an owner and member of Tensleep LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Amanda Cummings is a financial advisor with J.P. Morgan Securities in Bloomington, IN, holding Series 63 and Series 66 licenses and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank from 2009 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

William Reed is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as at J.J.B. Hilliard, W.L. Lyons, LLC since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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.

Kimberly Harrell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Levy Restaurants and Regions Bank. She is based in Bloomington, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Harris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is a partial owner of a non-public entity that rents undeveloped land for agricultural use. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Russell is a financial advisor with LPL Financial in Bloomington, IN, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fifth Third Securities and German American Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Vadim Morozov is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons and Royal East. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The team employs a variety of investment strategies tailored to client goals and risk tolerances, including traditional and non-traditional asset allocations, with both discretionary and non-discretionary management options.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Advisors and Lake City Investments. He is also involved with Indiana Members Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan services, utilizing model portfolios, research, and various management approaches.