Christopher Bomba is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, previously working for J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years. He serves as a board member of Morris Initiative, a medical device manufacturer, and acts as a trustee on his parents’ trusts. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-efficient techniques, supported by internal research and ongoing manager monitoring.

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 12 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following previous roles at J.J.B. Hilliard, W.L. Lyons, LLC and Waddell & Reed. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

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 eight years of industry experience. He has held positions at Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard W.L. Lyons and Royal East. He holds the Series 66 designation. Morozov is part of The DDK Group, a team within Robert W. Baird & Co.’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, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and technology such as artificial intelligence.

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 four years of industry experience and holds the Series 66 designation. Prior to his current role, he held positions at Wood Forest Bank, Coldwell Banker, and Indiana State University, among others. Outside of advising, he has bartended in Indianapolis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

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 at Edward Jones in Bloomington, IN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Lafayette for 20 years. He serves as the retired member representative on the City of Lafayette Police Department Pension Board, where he assists in reviewing employment applicant medical and psychological records for acceptance into PERF. 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 advisors and branch offices nationwide.

Colleen Curry is a financial advisor at Robert Baird & Co. in Bloomington, Indiana, holding a Series 66 credential with 11 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for five years before joining Robert Baird in 2019. Curry serves as a board member of the Community Foundation Monroe County. Robert Baird & Co. is a large institution with a Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by home-office research and strategic partnerships.

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.