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 with LPL Enterprise in Columbus, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory services with active product sales.

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 Series 65-credentialed financial advisor with two years of experience, currently working at Cambridge Investment Research Advisors. Prior to her advisory role, she was involved in personal training and spent over two decades with Allegro Response Teleservices. She is also the owner of Stay Fit Financial LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions, combining proprietary and third-party strategies tailored to client objectives.

Lonnie Tate is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for nine years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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 Series 66-licensed financial advisor at Thrivent Investment Management with four years of industry experience. He has worked at Thrivent Financial and LPL Financial, and previously held roles at Centra Credit Union and Cummins Inc. Outside of his advisory work, Farnsley owns and operates Hoops Growth Academy, where he trains young basketball players in skill development and coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without portfolio management or institutional advisory services.

Scott Oliphant is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds the Series 63 and Series 65 credentials and has worked with several financial services and insurance firms, including Integrity Wealth Management, where he is president and founder. Outside of finance, he is involved in beekeeping through his ownership of Oliphant Family Farms and operates a honey-selling business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

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 service with the US Navy from 2011 to 2019 and roles at Integrity Wealth Management since 2019. Outside of his advisory work, Oliphant serves as treasurer for Grace Baptist Church of North Vernon and coordinates events for The Castle Games LLC, a game store. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Robert Banister is a financial advisor with Robert W. Baird & Co. in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory and public finance services.

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.

David Weiss is a CFP® and Series 66-licensed financial advisor with 15 years of experience, all of which have been spent at Edward Jones in Columbus, IN. He has been with the firm since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hayden is a CFP®-certified financial advisor at Edward Jones in Columbus, IN, with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches the elementary girls basketball team for the Bartholomew County School Corporation. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Ostermueller is a financial advisor at Edward Jones in Columbus, IN, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 1999. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Lewis is a financial advisor with Edward Jones in Columbus, IN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Joseph Fritts is a financial advisor with Thrivent Investment Management in Elizabethtown, Indiana, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he owns a small family business involved in furniture distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.