Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for City Securities Corporation for 13 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brad Brees is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and provides additional services including trust and securities-based lending options.

Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.

Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing client-driven asset allocation and planning analyses.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019, also working at JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Dawn Hines is a CFP® professional with 15 years of experience in the financial industry, all of which she has spent with Edward Jones. She holds a Series 66 license and is based in Muncie, Indiana. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Baim is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 29 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Integrity Insurance, Inc. and Integrity Advisors Inc., entities involved in insurance and advisory services. Outside of his advisory work, he is involved in a land maintenance business, Land Care, Inc. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic allocation options.

Michelle Walker is a financial advisor with Thrivent Investment Management in Muncie, Indiana, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, Walker serves as Vice President of the Blackford County 4-H Council and leads the Blackford County 4-H Goat Club, managing funds and supporting youth development programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately with periodic reviews and without discretionary trading authority.

Joe Paulus is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Reedy Financial Group, Oxford Financial Group, Delaware Life Insurance Company, and Fifth Third Bank. Outside of his advisory work, he is involved with the Harber Group, which operates as a DBA for his LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Jordan Browning is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has additional experience in insurance sales through Vital Insurance Partners, where he is a partner focused on life and health insurance and Medicare-related products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to construct and manage portfolios across a variety of investment vehicles.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Royal Alliance Associates and several business ventures including Performance Financial Group LLC, Performance Tax LLC, and MLS Insurance LLC. Outside of advising, he serves on the board of a nonprofit organization, Outfitters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jessica Rhoades is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Prudential-affiliated firms. She is also a licensed notary. 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 variety of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

David Gilliam is a financial advisor with LPL Financial in Muncie, Indiana, holding a Series 63 designation and over 40 years of industry experience. He has worked at LPL Financial since 1994 and has operated his own firm, David P. Gilliam & Associates, Inc., since 2016, where he offers financial planning on an hourly basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a 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.

Benjamin Crawford is a financial advisor with LPL Financial and holds a Series 66 credential. He has two years of industry experience, including roles at Old National Bank and involvement in entrepreneurial activities such as owning Big League Developments LLC and working on Moran Farms. 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, employing various investment approaches including model portfolios and third-party asset management.

John Compton is a financial advisor with LPL Financial based in Anderson, Indiana, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms including Integrity Brokerage Services, F500 Advisory Services, and Fiducial Investment Advisors. 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.

Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. 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.

David Hardacre is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors Inc. and Ameriprise. Outside of advising, he serves as president of Covenant Financial Architects LLC and acts as an independent insurance agent. 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 institutions. The firm offers a range of financial planning and investment management programs, leveraging a large network of advisors and advanced operational tools.

Tanya Shaneyfelt is a financial advisor with Edward Jones in Muncie, Indiana. She holds the ChFC® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, she worked at Symmetry Chiropractic Wellness Center. Outside of her advisory role, she is the managing member of Two Pillars Property LLC, where she focuses on tax lien properties and repossessions for investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Kristopher Aschbrenner is a Series 66 licensed financial advisor with Edward Jones in Anderson, Indiana, bringing three years of industry experience. Prior to joining Edward Jones, he spent nine years with West Central School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Tyler Jr. is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates Tyler Wealth Management, his own wealth management firm. Tyler is a member of the Finance Department Advisory Board at Ball State University and serves on the Investment Committee for The Community Foundation of Muncie and Delaware County, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset allocation tools, and supports a wide range of investment options and third-party management platforms.