Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Ashlee Craiger is a financial advisor at &PARTNERS with six years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Rodan + Fields for nine years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan participant discretionary management. The firm uses a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Dallas Collins is a financial advisor with AE Wealth Management, LLC in Martinsville, Indiana. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Collins previously worked at Madison Avenue Securities, LLC and co-founded Boys and Collins Financial. He also serves as a notary public in Indiana. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a variety of investment strategies and maintaining a high client-to-advisor ratio through standardized platform services.

James Jones III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Edward Jones, BMO Harris Bank, and LPL Financial LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Rodney Smith is a financial advisor at Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

David Eger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at Cellular Sales and WT Boone. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Gunnell is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Freedom Investments & Insurance Services and DeVaughan Strong (Core Fitness). Outside of advising, he has been involved with Kennedy Estates and continues his engagement with the fitness industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, and institutional clients.

Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at First Merchants Investment Services, Cetera, and PNC Investments. Outside of finance, he co-owns Good Intentions Farm, which produces livestock and produce. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Kyle Archer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Penguin Random House, and Nucor Steel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to build model asset allocations and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliations.

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

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.

Julianna Morales is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at BMO Harris Financial Advisors and BMO Harris Bank, spanning over a decade. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Payton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates sustainability criteria within its recommendations.

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Bennett is a financial advisor with Edward Jones in Martinsville, Indiana. She holds the CFP® designation and Series 66 license and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at the M.S.D. of Martinsville. Outside of her advisory role, she owns a business rental property and leases her office building to another financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.