Kathryn Kaster is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She previously worked at THE O.N. Equity Sales Company and Ohio National Life Insurance from 2001 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio management strategies and advisor tools.

Colleen Cooper is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2016. Outside of her advisory role, she has been involved in business ownership, including serving as president and owner of Coops Trucking, LLC, and managing livestock operations at Hoosier Highlands, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance activities through a municipal advisor affiliation.

Carol Albano is a financial advisor at Stifel with 25 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2007. In addition to her advisory role, she is a notary who notarizes documents for clients. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jillian Culy is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Tyler Wealth Management, Charles Schwab, and Valeo Financial Advisors. Outside of her advisory work, she has served as a Notary Public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms, offering integrated brokerage and investment advisory services.

Chad Gilliam is a financial advisor with LPL Financial based in Muncie, Indiana. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at LPL Financial since 2010 and has also managed David P. Gilliam & Associates, Inc., an independent registered investment advisory firm, for 10 years. 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 portfolios, third-party asset management, and institutional platforms.

Craig Miller is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked previously at Securities America Advisors and 20/20 Financial Group, where he provided investment advisory and financial education services. Miller is based in Muncie, Indiana. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services including financial planning, retirement consulting, managed accounts, and access to third-party money managers, employing a variety of portfolio construction tools and investment options.

Brendan Kerrigan is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Daniel Bottomley is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2017 to 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Nathan Fletcher is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial and Old National Bank in 2024, he worked at Indiana University East and Northeastern High School. Outside of advising, he operates an online sales business on platforms such as eBay and Mercari. 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 a large network of investment adviser representatives and significant assets under management.

Todd Yarbrough is a CFP® with 33 years of industry experience, currently serving at Cetera since 2022. His prior roles include positions at LPL Financial, Northwest Bank, and Principal Life Insurance Company. He serves as a board member for Greater Muncie Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services.

Kenneth Brown is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2007, as well as spending six years at Jackson Financial Group. Brown is the CEO of THEMM Financial Advisors LLC, a support company. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and maintains unique affiliations that support municipal and public-finance activities.

Larry Ruble is a ChFC®-designated financial advisor with 46 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Ruble is president of Northstar Advisors, an LLC through which he offers fixed insurance products and securities advisory services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage diversified investment portfolios.

Eric Cooper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at multiple firms, including Ascend Financial Services, Minnesota Mutual Life, and Securian Financial Services, with long tenures spanning over three decades. Additionally, he is employed by Ball State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, utilizing a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies across various program structures.

Lloyd Lee is a CFP®-designated financial advisor with Edward Jones in McCordsville, IN, bringing eight years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he serves as President and board member of the Hamilton Southeastern Education Foundation in Fishers, 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Stephen Bottomley is a financial advisor with Stifel in Anderson, Indiana, holding a Series 63 designation and bringing 41 years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance without guaranteeing outcomes.

William Isaacs is a CFP® professional with 26 years of experience in financial advising, currently with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has long-term involvement with Wealth Strategies, Inc., where he serves as an officer and director. Isaacs participates in community finance committees, including those for Habitat for Humanity, the YMCA of Muncie, and the Minnetrista Cultural Center. OSAIC serves a diverse client base of retail and institutional investors through a broad network of advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs systematic asset-allocation tools and supports a range of investment vehicles and managed account solutions.

Benjamin Harber is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and also operates Artistic Enterprises, where he works as an actor and model. Harber has served as a substitute instructor at Anderson University, teaching a course on personal financial planning. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Marly Hardy is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 supported by a nationwide network of over 23,700 financial advisors.

Bonita Straub is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Outside of her advisory role, she is affiliated with the Indiana Notary Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Jeffrey Combs is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His work history includes roles at First Farmers and AXA Advisors, among others. He is currently associated with First Farmers Investment Group in an advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.