Malcolm Webb is a financial advisor with Osaic Wealth, Inc. based in Bloomington, Indiana. He holds Series 63 and Series 65 registrations and has 27 years of industry experience, including 19 years at American Portfolios Financial Services before joining Osaic in 2024. He volunteers as a pilot with the Civil Air Patrol, participating in search and rescue and disaster relief missions. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios encompassing various asset classes and offers both discretionary and non-discretionary account management.

Douglas Mayo is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 credential and has served as an officer and treasurer for nonprofit organizations, including the Bloomington Health Foundation and North Central Church of Christ. Mayo operates his advisory practice through a member-managed LLC while conducting all advisory activities under Raymond James supervision. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and offerings such as the SIMPLE IRA Employer Advisory & Consulting Services program.

Aaron Dobrin is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for 20 years with the City of Lafayette. He serves as an elected retired member representative on the Police Department Pension Board in Bloomington, assisting with the review and recommendation of employment applicant medical and psychological records for pension acceptance. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Colleen Curry is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2014. She serves as a board member for the Community Foundation Monroe County. Colleen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Orval Stallsmith Jr. is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding a Series 66 license and 18 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he participates in Fifty Men Who Care, a local charitable organization. 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 services using a range of strategies, including traditional and non-traditional asset allocations, and integrates municipal advisory and public finance services.

Joel Schneider is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he is a board member of Monroe County United Ministries and co-owns a cattle ranch in Ringling, OK. He is also a silent investor in Heartwork Brewing, a local brewery and restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Richard Jenness is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of experience in the industry. His prior roles include positions at Ameriprise Financial Services and SA Stone Wealth Management. Outside of advisory work, he is involved with Restoration and Exteriors Corp as a salesman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Sean Lewis is a financial advisor with Cambridge Investment Research Advisors in Bloomington, Indiana, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to his current role beginning in 2021, he worked for Thurston Springer Miller Herd & Titak, Inc. from 2016 to 2021. Outside of his advisory duties, he owns Instinctive Financial and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base—including individuals, retirement plans, and charitable organizations—with financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies.

Alyce Zollman is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC, and involvement with the Indiana University Tennis Center. She 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 firm offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Randall Brown is a CFP®-certified financial advisor with Edward Jones in Bloomfield, IN, where he has worked since 2000, accumulating 25 years of industry experience. He serves as Chairman of the Board and Elder at First Christian Church and holds a political office as a member of the Greene County Council in Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Mc Kinney is a financial advisor with Robert W. Baird & Co. in Bloomington, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Baird in 2024, he worked eight years at Smithville Fiber. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support client advice.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. 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 clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jeremy Zeichner is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Charles Schwab since 2013. In addition to his advisory role, Zeichner owns Zeichner Holdings Inc., an operating company for his independent branch in Bloomington, IN. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Schuman is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Osaic in 2024, he has operated a marketing business under his own name since 2010 and is an employee of Wayne Schuman & Associates. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a vast network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Main is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Outside of his advisory role, he is an investor in Cardinal Spirits, a non-investment-related business based in Bloomington, Indiana. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm employs a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, while also offering municipal advisory and public finance services.

Aubrey Williams is a CFP® and Series 66 registered financial advisor with Edward Jones in Bloomington, IN, where she has worked since 2020. She has five years of industry experience and previously spent eight years at Mars Petcare US. Outside of advisory work, she is a co-founder and partner of Heartwork Brewing Company, a craft brewery in Bloomington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities, including a trust company and securities-based lending.

Lori Matthews is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Charles Foust III is a financial advisor with LPL Financial in Bloomfield, Indiana, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Northwest Bank since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Randall Brown Jr. is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2014, with a four-year period at CBRE, and serves as a Traditional Reservist in the United States Air Force Reserve. Additionally, he is an Investment Committee Member for Rotary International in Bloomfield, IN, where he provides advisory input on the club’s investment activities for charitable funds. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wayne Schuman is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, Schuman manages a marketing agency. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.