Rena Noe is a CFP® professional with 26 years of experience in the financial industry. She has worked at LPL Financial since 2018 and previously held roles at SII Investments Inc, Strategic Financial Group, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. Noe is also a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a network of over 22,800 advisors and utilizes both proprietary and third-party strategies.

Brian Martin is a financial advisor at Edward Jones in West Lafayette, IN, holding Series 63 and Series 66 designations with seven years of industry experience. He previously worked at Bankers Life Securities and Bankers Life & Casualty from 2015 to 2020. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Justin Coleman is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds the Series 66 designation and is based in Lafayette, Indiana. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Fossnock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Quaker Oats and Frito Lay, Inc. His professional background includes roles in both the financial and consumer goods sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Brad Grabowski is a CFP® and holds a Series 66 license with 11 years of industry experience, all with Edward Jones. He is based in Lafayette, IN, and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices across the United States.

Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Darrell Woodman is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Douglas Amick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley prior to joining Raymond James in 2021. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Bryan Stapleton is a Series 66-licensed financial advisor with Morgan Stanley, based in Lafayette, Indiana. He has 25 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as a board member of the Lafayette Sheriff's Merit Board. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides financial planning and a broad range of investment services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Brett Haan is a financial advisor with Morgan Stanley in Lafayette, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at Morgan Stanley Private Bank, JPMorgan Chase, Merrill, Bank of America, and Farm Credit Mid America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Simarpreet Cheema is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, Cheema was self-employed and worked at Conexao Technology Solutions. In addition to advisory work, Cheema holds outside insurance appointments with Berkshire Life and Ameritas Life. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and alternative investments.

Jermaine Hawkins is a financial advisor with LPL Financial and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Cetera and Regions Bank. Hawkins also serves as a notary in a home-based capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Jessica Rebmann is a CFP® professional with 19 years of industry experience currently serving at Cambridge Investment Research Advisors since 2018. She previously worked at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she is involved in community and nonprofit activities, serving on the boards of United Way of Greater Lafayette and the Art Museum of Greater Lafayette, as well as acting as treasurer for the Lafayette Catholic School System Board of Directors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.

Michael Rose is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Stifel and City Securities Corporation, each for nine years. Outside of his advisory role, Rose is president of FOUR ROSES CATTLE LLC, a family farm corporation, and serves as a regional director for the Indiana Angus Association. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management options and specialized municipal advisory roles.

Matthew Meek is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Avantax Advisory Services and Fisher & Associates. In addition to his advisory work, Meek is involved in tax preparation and accounting services through Fisher & Associates, which he has maintained since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

Paul Kim is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial career, he performs as the lead guitarist in a music group called The Ballistics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing multiple portfolio management styles supported by in-house research and a broad affiliate network.

Jennifer Chadwell is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her previous work includes roles at Bank of America, Merrill, and The Huntington Investment Company. She is based in West Lafayette, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Troy King is a CFP®-credentialed financial advisor with Raymond James & Associates in Lafayette, Indiana, bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Gary Williams is a financial advisor with Ameriprise in Lafayette, IN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he owns Homestead Builders, a business that currently holds investment land for sale. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Burrell is a financial advisor with Merrill in Lafayette, IN, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Merrill since 1993 and has also worked at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.