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.

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.

Andrew Noga is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, and Axa Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Heath Johnson is a financial advisor at Edward Jones in Columbus, IN, holding the CFP® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Johnson, Gray & Johnson from 2010 to 2018. 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.

Lisa Duke is a Series 66-licensed financial advisor with Edward Jones in Columbus, IN, with 16 years of industry experience. She 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Dexter is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Joshua Meredith is a financial advisor with Robert Baird & Co. in Columbus, Indiana, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he worked for Cummins Engine Company for fourteen years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology in client advice.

Christopher Burnett is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 credential and has worked at Cetera and its affiliates since 2019, as well as managing Burnett Wealth Management LLC since 2022. Burnett serves as a deacon board member for the First Baptist Church of North Vernon. Cetera Investment Advisers LLC is a large SEC-registered firm offering advisory services through a nationwide network of over 10,000 independent advisors. Its platform supports a range of clients including individuals, retirement plans, and institutional accounts, providing portfolio management, financial planning, and access to multiple investment strategies and third-party managers.

Maria Ostergaard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has two years of industry experience, beginning her advisory career at Cambridge in 2024. Prior to this, she was involved in the personal training industry for five years and spent over two decades with Allegro Response Teleservices. Ostergaard is also the owner of Stay Fit Financial LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Lonnie Tate is a financial advisor at Edward Jones with 17 years of industry experience. He previously worked at PNC Investments and PNC Capital Advisors LLC before joining Edward Jones in 2022. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Keith Mensendiek is a financial advisor with Thrivent Investment Management and holds the Series 66 designation, with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Mensendiek serves as a Board of Director member for the Camp Lakeview Foundation, which supports recreational and religious programs in line with the Lutheran Church – Missouri Synod. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines thorough written recommendations and periodic reviews, allowing clients to integrate planning with managed-account services through a consolidated billing option.

Nicholas Sahm is a financial advisor at RBC Capital Markets with five years of industry experience and a Series 66 designation. His work history includes roles at Hale Industries, Indiana University-Purdue University Indianapolis, and JWF Specialty Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, utilizing a range of in-house and third-party investment managers and tailored strategies based on clients’ Advisory Risk Profiles.

Kara Bateman is a financial advisor at Edward Jones in Columbus, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at HF Sinclair from 2015 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Connor Farnsley is a financial advisor with Thrivent Investment Management in Columbus, IN, holding a Series 66 designation and five years of industry experience. He has previously worked at LPL Financial and Centra Credit Union. Outside of his advisory work, Farnsley operates Hoops Growth Academy, where he trains young basketball players in skill development and coaching. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Oliphant is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held roles at Integrity Wealth Management and Russell Wealth Management. Outside of finance, he is involved in beekeeping and operates honey-related businesses including Oliphant Family Farms. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and a large nationwide network of independent advisors.

Jennifer Whitted is a Series 66-registered financial advisor with Thrivent Investment Management in Columbus, Indiana. She has two years of industry experience and previously served in the United States Army Reserve for 22 years. Before joining Thrivent, she worked at Walmart for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without handling implementation. The firm combines goal-based planning with managed-account options through a consolidated billing system called “WealthPlan,” while maintaining separate planning and investment services.

Justin Oliphant is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His background includes roles at Integrity Wealth Management, Cetera Advisors, and service in the US Navy from 2011 to 2019. Outside of his advisory work, he serves as treasurer for Grace Baptist Church of North Vernon and works as an event coordinator for The Castle Games LLC, a game store. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management strategies and program options supported by a large nationwide network of independent advisors.

Robert Banister is a financial advisor at Robert W. Baird & Co. based in Columbus, Indiana, with 34 years of industry experience. He has held this position since 2019, following 25 years at J.J.B. Hilliard, W.L. Lyons, Inc. Banister holds Series 63 and Series 65 licenses. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Michael Burchfield is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 license and is based in Columbus, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.