Levi Trueblood is a financial advisor with Commonwealth Financial Network in Bloomington, IN. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Innovative Financial Solutions and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a large client base nationwide. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services.

Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Thrivent in 2020, Harper worked at Allstate Insurance and other firms in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers a combined planning and managed-account option called WealthPlan.

Marc Fishman is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63, 65, and 66 licenses and having 33 years of industry experience. His prior experience includes roles at Old National Bank since 2011 and Morgan Keegan & Company, LLC from 2007 to 2011. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Bomba is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has 25 years of industry experience, including a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. in addition to his current role at Baird. Outside of his advisory work, he serves as a board member of Morris Initiative, a medical device manufacturer. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Yazeed Rabadi is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Mist Harlem. Outside of his advisory work, he is an owner and member of Tensleep LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Amanda Cummings is a financial advisor with J.P. Morgan Securities in Bloomington, IN, holding Series 63 and Series 66 licenses and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank from 2009 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

William Reed is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as at J.J.B. Hilliard, W.L. Lyons, LLC since 2014. 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. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Isaiah Merriman is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and several firms in the mechanical and home repair sectors. Outside of advisory services, Isaiah occasionally provides specialized mechanical handyman consulting. 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 advisory programs and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Jason Lanham is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent 14 years at Cook Medical. He has been involved with Edgewood High School in Ellettsville, IN, providing in-kind credit for the band account. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Bridget Baugh is a financial advisor with Cambridge Investment Research Advisors in Bloomington, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Chiddister Financial Associates for 16 years and Thurston Springer Financial for one year. Baugh is also involved with Instinctive Financial LLC as an agent, indicating engagement in additional financial services ventures. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options across multiple custody platforms and offers both proprietary and third-party model strategies.

Kimberly Harrell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Levy Restaurants and Regions Bank. She is based in Bloomington, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Harris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is a partial owner of a non-public entity that rents undeveloped land for agricultural use. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Russell is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and German American Bank, having previously worked at Fifth Third Securities and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Vadim Morozov is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons and Royal East. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The team employs a variety of investment strategies tailored to client goals and risk tolerances, including traditional and non-traditional asset allocations, with both discretionary and non-discretionary management options.

William Stant is a financial advisor with Cambridge Investment Research Advisors in Nashville, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has operated L. B. Stant and Associates, LLC since 1996. Outside of advising, he is an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering tailored investment strategies across multiple platforms and proprietary and third-party model solutions.

Randy Shewmaker is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service for clients nearing or in retirement that provides tailored retirement-income planning based on comprehensive analysis and ongoing advice.

Jordan Jones is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wood Forest Bank and Indiana State University Recreational Center, among other positions. Outside of advising, Jordan has bartending experience in Indianapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Joseph Waltermann is a financial advisor with LPL Financial in Bloomington, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Investment Advisors and Lake City Investments. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Pendill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years. Outside of his advisory role, Pendill owns Pendill Farms LLC, where he manages agricultural operations including cattle and hay farming. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning and advanced analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Malcolm Webb is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Webb volunteers with the Civil Air Patrol, participating as a search and rescue/disaster relief mission pilot and serving on several finance committees within the organization. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with a range of portfolio management styles, emphasizing non-discretionary planning and utilizing extensive affiliated research and sub-advisers.