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.

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, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Mutual Group, CUNA Brokerage Services, Cetera, and Regions Bank. Outside of his advisory role, Hawkins is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

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.

Jason Nicoloff is a financial advisor with Cetera in Lafayette, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Cetera and its affiliates since 2014 and at First Merchants Investment Services since 2018. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers and oversees more than $256 billion in assets under management.

Louis Fenoglio is a financial advisor with Morgan Stanley in Lafayette, IN, holding Series 63 and Series 65 registrations and with 40 years of industry experience. He has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Luke Rutan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works in Lafayette, Indiana. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dailey Tingley is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2022, Dailey worked with the Migrant Education Program and has a background that includes involvement with Purdue University athletics and several community organizations. Outside of advising, Dailey serves as a substitute coach and faculty director for the Academy Boiler Juniors volleyball club and volunteers in various roles supporting Purdue Volleyball. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices.

Jenna Fenoglio is a financial advisor at Morgan Stanley in Lafayette, IN, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Second Glance and The Limited. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Rhonda Kyle is a financial advisor with Morgan Stanley in Lafayette, Indiana, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is also commissioned as a Notary Public in Lafayette. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a wide range of advisory programs, utilizing structured planning tools and modeling techniques to assist clients in making informed financial decisions.

Douglas Cole is a financial advisor with Cetera and holds the Series 63, 65, and 66 designations. He has 44 years of industry experience and has worked at Cetera and affiliated entities since 2014. Outside of his advisory work at Cetera, he is also an analyst and advisor for Wilde Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.