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Julia J

Series 63, Series 66

Columbus, IN

Edward Jones

Julia Johnson is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as Treasurer on the Sustainer Committee of the Junior League of McAllen and operates an online wine and coffee sales business as an independent consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kyle H

Series 66

Columbus, IN

Edward Jones

Kyle Hendricks is a financial advisor with Edward Jones in Columbus, Indiana, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Heritage Fund for five years and was involved with the United Way of Bartholomew County for five years. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dustin H

Series 66

Franklin, IN

Robert Baird & Co.

Dustin Heuchan is a financial advisor with Robert Baird & Co. in Franklin, IN, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and at 19th Capital Group, LLC for five years before joining Baird in 2023. Heuchan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and manager oversight as key components of its investment approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott O

Series 63, Series 66

Columbus, IN

Robert Baird & Co.

Scott Osborn is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has prior experience with JJB Hilliard, W.L. Lyons and Main Source/RJFS. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William S

Series 63, Series 65

Nashville, IN

Cambridge Investment Research Advisors

William Stant is a financial advisor with Cambridge Investment Research Advisors in Nashville, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015, and also operates L. B. Stant and Associates, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of thousands of financial professionals and offers proprietary and third-party model strategies across multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Henry C

Series 66

Franklin, IN

Edward Jones

Henry Clifton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones and previously worked at Charles Schwab, Merrill, Bank of America, and Massachusetts Met Life. Clifton has held multiple roles within Edward Jones over his career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven M

CFP®, Series 66

Columbus, IN

Robert Baird & Co.

Steven Meredith is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019, following a 19-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial property. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by ongoing home-office research and tools, including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Richard M

Series 63, Series 66

Columbus, IN

Edward Jones

Richard Mann III is a financial advisor at Edward Jones in Columbus, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in commercial rental property ownership. 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 and investment solutions, operating under a fiduciary standard and supporting its clients through a large nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Darrel K

Series 63, Series 65

Columbus, IN

LPL Enterprise

Darrel Kemmerer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC. for nearly four decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Adam W

Series 66

Martinsville, IN

Edward Jones

Adam Wiese is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved with Agent Adam LLC and The HandleBar LLC for five years each. He also has experience working in education at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Professional Athlete
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Brooklyn H

Series 66

Franklin, IN

Edward Jones

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. 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, while operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics Religious/faith focused Values-based investing
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John S

Series 66

Columbus, IN

Thrivent Investment Management

John Sandlin is a Series 66 licensed financial advisor with Thrivent Investment Management in Columbus, Indiana, where he has worked since 2017. He has nine years of industry experience and previously worked at Quintiq. Outside of his advisory role, he co-owns a vehicle repair ministry that helps people in need by restoring donated vehicles for resale or donation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without including implementation. The firm supports ongoing or one-time engagements through a network of financial advisors and offers the option to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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Heather B

Series 66

Columbus, IN

Edward Jones

Heather Baker is a financial advisor at Edward Jones in Columbus, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Project Lead The Way and Ivy Tech Community College. Outside of her advisory role, she owns Sunny Daze Mobile Bar, a mobile bartending service that hires and mentors adults with disabilities, and is involved with LeadHERship Indiana, a women's networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a large network of financial advisors and branches nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Educators, Teachers, and Academics Founder/Business Owner
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Daylan M

Series 63, Series 65

Columbus, IN

LPL Enterprise

Daylan Mueller is a financial advisor with LPL Enterprise in Columbus, Indiana, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he manages Mueller Financial Services, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and corporate and charitable entities. The firm’s investment approach is largely model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales and trust services through affiliated entities.

Tax-loss harvesting
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William M

CFP®, Series 66

Franklin, IN

Edward Jones

William Matis is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2016. In addition to his advisory role, he is a co-owner of 22 Events, providing DJ and emcee services for weddings and private parties, and has worked as a gameday DJ for the Indianapolis Colts since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew R

CFP®, Series 63, Series 66

Columbus, IN

Edward Jones

Andrew Robbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Defenders from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David L

Series 66

Columbus, IN

Edward Jones

David Luken is a financial advisor with Edward Jones in Columbus, Indiana, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Tobar Inc for six years and was involved with Tipton Lakes Athletic Club in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner Educators, Teachers, and Academics
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April O

Series 63, Series 66

Columbus, IN

Edward Jones

April Oresik is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and supports a network of approximately 23,701 financial advisors across more than 15,000 branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark G

Series 63, Series 65

Columbus, IN

Raymond James & Associates

Mark Griffin is a financial advisor with Raymond James & Associates in Columbus, IN, holding Series 63 and Series 65 licenses and having 52 years of industry experience. His prior work includes tenures at Wells Fargo Investments and Wells Fargo Clearing. Griffin serves as President of the Cherry Hills Village Police Foundation and is a board member of CSB Holdings Inc. 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 client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Scott D

Series 63, Series 65

Columbus, IN

Robert Baird & Co.

Scott Dedomenic is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Before joining Baird in 2019, he worked for 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as treasurer for a local homeowners association, managing financial reporting and dues collection. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including manager-traded and model-traded SMA programs, with ongoing manager selection and internal research integral to its approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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