Allen Woods is a Certified Financial Planner® with 27 years of industry experience. He has been with Edward Jones since 1998 and is based in Lebanon, IN. Woods serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miguel Rellita is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Charles Schwab, Aerotek, Amazon, and service in the Army. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and a formal alternative-investment onboarding process.

Jonathan De Haan is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has also been involved with Crestline Development since 2020 and provides tutoring services outside of investment activities. 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 and access to various portfolio programs, supported by a broad platform and extensive non-advisory financial activities.

Corey Norman is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also involved in sales and marketing of fixed annuities and non-variable insurance through his role at Market Share Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing various asset-allocation tools and third-party service platforms.

Aaron Lanteigne is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Aaron serves on the board of Indy Christian Sports Fellowship, an organization focused on supporting individuals through sports and fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm emphasizes holistic planning and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Luke Bays is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at LPL Financial, Provider Financial, and Northwestern Mutual entities. Outside of finance, he owns and operates Fresh Look Painting LLC, a painting and home improvement business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, with a large network of advisors and branch offices.

Zackary Czerwonky is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Franciscan Health, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a broad range of topics. The firm offers these services alongside managed-account programs without discretionary trading authority for the planning component.

Patrick Norris is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutions, charitable organizations, and municipal entities, offering financial planning and advisory services characterized by tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Bryce Adam is a financial advisor with Edward Jones in Noblesville, Indiana. He holds the CFP® and ChFC® designations and has 28 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Bradley Matthews is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Brian Wenstrup is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and J.J.B. Hilliard, W.L. Lyons. He is based in Carmel, IN. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Abby Schweigart is a CFP® and ChFC® credentialed financial advisor with 13 years of experience, currently serving clients at Edward Jones in Carmel, IN. She has been with Edward Jones since 2013. Outside of her advisory role, she is involved in commercial real estate as a co-owner of JoSu in Sarasota, FL, and owner of GAS Properties, LLC in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joseph King is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, his background includes roles in education, customer service, and gig economy positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts.

Charles Williams is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., and Questar Asset Management. Outside of his advisory work, he manages a family farm in Indiana. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and third-party platforms to support varied client needs.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Caleb Whicker is a Series 66-credentialed advisor at Thrivent Investment Management with five years of industry experience. He has worked at Thrivent Financial since 2021. Outside of advising, he has held various positions at Cedarville University and the Twin Lakes Camp and Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

Nathan Shields is a CFP® professional with 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent six years at J.P. Morgan Securities. 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 broad range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

David Nicholson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Evansville, Indiana, a position he has held since 2008. He began his career in the financial services industry in 1981, accumulating over four decades of experience. David leads Nicholson, Smith & Associates, providing disciplined and customized financial strategies to a select group of high net worth professionals, retirees, individuals, and families, with a focus on college education planning, legacy planning, personal retirement planning, and portfolio management services. A 1977 graduate of Indiana University, David holds FINRA Series 5, 6, 7, 8, 63, and 65 registrations, as well as Life, Health, and Long Term Care insurance licenses. He has been recognized by Forbes Magazine as a Best In State Wealth Advisor for six consecutive years, most recently in 2024. David has dedicated himself to developing deep working relationships with clients by approaching each on a life-by-life basis and aims to be an essential resource in helping clients meet their individual financial goals. Beyond his professional work, David is involved in his community and various organizations. He serves on the Board of Directors for Habitat for Humanity of Southwestern Indiana and participates in church activities, Indiana University alumni events, and soccer administration and coaching. David and his wife LaDonna have been married since 1978 and reside in Westfield, Indiana with their two daughters and five grandchildren.