Kevin Lane is a financial advisor at Edward Jones in Columbus, IN, holding a CFP® designation and Series 66 and Series 63 licenses, with five years of industry experience. His prior roles include positions at First Financial Bank and MML Investors Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Galen Krumme is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Mainsource Bank, Jackson County Bank, and Securitas. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair on the Board of Directors for Lutheran Community Home, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs in municipal finance and employer retirement consulting.

Dylan Russell is a financial professional at Cetera with six years of industry experience and holds a Series 66 designation. He is owner of Integrity Wealth Management, a financial services firm, and also serves as a financial professional at Integrity Life & Health, where he is involved in the sale and service of fixed insurance products. Prior to his current roles, he has worked at multiple firms, including Cetera Advisors LLC and Russell Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a suite of affiliated services.

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.

Mark Griffin is a financial advisor with Raymond James & Associates in Columbus, IN, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Outside of advisory work, he 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 broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers tailored financial planning, non-discretionary consulting, and municipal advisory services supported by research, multiple portfolio management styles, and a network of affiliates.

Scott Dedomenic is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Timbergate Home Owners Association in Edinburgh, Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management strategies, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment approaches.

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.

Kaitlyn Craig is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Forest Hills County Club, First Tee, and Tri County Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors. The firm offers a range of advisory and investment solutions under a fiduciary standard.

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.

Jacqueline Greathouse is a CFP® and ChFC® credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at Bartholomew Consolidated School Corporation. She is also co-owner of a home inspection business in Trafalgar, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated financial services beyond advisory offerings.

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 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 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.