Alice Shagley is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, Wells Fargo Clearing, and Wells Fargo Advisors. She is also affiliated as a financial advisor with two other LLCs in Terre Haute, IN. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios tailored to client needs.

Tophel Secuskie IV serves as Resident Director at Merrill, where he applies a personalized approach to wealth management. He focuses on understanding the diverse aspects of each client's financial situation and utilizes Merrill's resources to develop integrated financial strategies aimed at helping clients pursue their goals. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, and socially responsible investing among others. Tophel began his career in financial services with Merrill in 2018. He directs asset allocation, sector diversification, and security and fund selection within The Dorman Vickers Group, a team with over 100 years of combined experience. He holds a Bachelor's Degree from DePauw University and has earned the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Rockville, Indiana, Tophel lives with his wife and two children. He is involved in his community through activities such as coaching for Parke Heritage High School varsity football and volunteering with the Rockville Youth League and Parke County Community Foundation grants. His personal interests include baseball, biking, boating, fishing, football, hiking, hunting, soccer, spending time with family, and traveling.

Ronald Hodge is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He has been affiliated with various Raymond James entities since 2016 and is a partner in The Valley Group, a separate business entity. 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 diverse client base including individuals, institutional investors, and municipal entities, providing financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

Justin Clapp is a CFP®-certified financial advisor at Edward Jones with three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Ronald Blue Trust, and Charles Schwab & Co., Inc. 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 and affiliated investment products and operates under a fiduciary standard.

Christina Jacks is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Ronald Hodge is a financial advisor with Raymond James Financial, holding CFP® and Series 66 licenses and bringing nine years of industry experience. He has worked with several entities within Raymond James since 2016 and was previously with Valic Financial Advisors. Outside of his advisory role, he serves as Treasurer and Finance Committee member on the advisory board of Valley Professionals Community Health Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Caleb Moore is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. Before joining LPL in 2024, he worked at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of finance, he has been involved in concert and event stage setup since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Laurie Harbison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Laurie is based in Clinton, Indiana. Outside of her advisory role, her family is involved with a farm business in Rockville, Indiana. 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 national network of financial advisors and branch offices.

Benjamin Bryan is a Series 66-licensed financial advisor with Ameriprise in Terre Haute, Indiana, and has seven years of industry experience. He previously worked at Wells Fargo Clearing and First Financial Bank. Bryan serves as Treasurer on the Board of Directors for the Eastside Church of Christ of Terre Haute and is co-owner of GordonRiley LLC, a business involved in managing advisory operations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, with a focus on clients meeting specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Lynsey Lunsford is a financial advisor with Edward Jones in Brazil, Indiana, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a member of KALL, LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

James Huxford is a Series 66 licensed financial advisor with Edward Jones, based in Terre Haute, IN. He has 18 years of industry experience, including 19 years with Edward Jones. Outside of his advisory role, he assists with cattle and property maintenance on a family farm and is occasionally involved with a vacation home rental business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

David Mc Kimmy is a financial advisor with Charles Schwab in Terre Haute, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Charles Schwab since 2012 and concurrently operates D L McKimmy and Co. He is also an author, having published books on marketing and mindset, including *Performance On Fire: Secrets of the Urgency Mindset*. Additionally, he is a managing partner of a retail business, Massage LuXe of Terre Haute. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory models, utilizing multi-asset portfolios and a comprehensive alternative investments selection process.

Janenne Lackey is a CFP® professional with 26 years of experience in the financial industry, currently affiliated with Cetera. Her work history includes roles at Wilde Wealth Capital Markets, PXG, Foundry Family Office, and Pinnacle Wealth Advisors, LLC. Outside of financial advising, she co-owns an online coffee sales business and a woodworking company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dierdre Llewellyn is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2022. She previously worked at CliftonLarsonAllen Wealth Advisors, LLC for 10 years and Valmark Securities, Inc. for 17 years. Outside of her advisory role, she performs bookkeeping for a family real estate business on a limited basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria.

Thomas Foster is a CFP® professional with 30 years of experience in the financial industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services Inc and Morgan Stanley, including Morgan Stanley Private Bank. Foster serves on the boards of the Terre Haute Rotary Club and the Crisis Pregnancy Center, and he is president of his local homeowners association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio management tools and supports both discretionary and non-discretionary accounts.