Michael Zinser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Huntington in various capacities since 2007 and joined Ameriprise Financial Services, LLC in 2026. Zinser serves as Vice President and Board Member of the Southport High School Alumni Association, a nonprofit that awards scholarships to graduating seniors. The Huntington Investment Company, doing business as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a range of wrap-fee programs through an open-architecture model combining third-party and proprietary investment strategies, with portfolio management, trade execution, and other services delivered under percentage-of-assets wrap fees.

Kelly Fennelly is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He has worked previously at Elements Financial Federal Credit Union and LPL Financial. Fennelly is a partner in KJ&J Wealth, a team based in Greenwood, IN. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

Steven Woods is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at Raymond James since 2016 and is also the owner of LTC Solutions, Inc., a long-term care and life insurance agency. Outside of finance, Woods has been involved in the National Football League as an official since 2017 and serves on the Investment Committee of the NFL Referee's Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides services to individual, institutional, and municipal clients through financial planning, non-discretionary investment consulting, and specialized advisory programs.

David Eger is a financial advisor with Edward Jones in Trafalgar, IN, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked at Cellular Sales and WT Boone and also served at Gospel Grove Church. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Thomas Gunnell is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has held roles at LPL Financial since 2018 and has been involved with Core Fitness since 2018, including current employment at DeVaughan Strong. Outside of finance, he is engaged in fitness-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL and third-party sources.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Autumn Green is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Autumn worked in healthcare and retail sectors including Columbus Regional Health and Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Kimberly Henderson is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mutual Savings Bank for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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 nationwide network of financial advisors and branch offices.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2016 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2014 to 2016. Outside of his advisory role, he serves as a board member for the Persimmon Woods Homeowners Association, where he participates in budgeting and neighborhood issue resolution. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by research and diverse portfolio management options.

James Kemmerer is a financial advisor with LPL Enterprise holding a Series 66 designation and 21 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kemmerer is based in Greenwood, IN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform combining adviser programs with financial product sales, including insurance.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Blessing is a financial advisor at LPL Financial with seven years of industry experience. He previously worked for PNC Private Bank for eleven years before joining LPL Financial. He holds Series 63 and Series 65 registrations. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2019, he spent eight years at Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Dustin Heuchan is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023, following five years at Edward Jones and five years at 19th Capital Group, LLC. Heuchan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various investment strategies and management approaches.

Owen Litzelman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMO Bank and Indiana University. 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 retirement plan consulting and brokerage services.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.