Joshua Dearmitt is a CFP® with 26 years of industry experience, currently serving at LPL Financial since 2006. Before joining LPL Financial, he worked briefly at Edward Jones. He is president and a member of the City of Franklin, IN Economic Development Commission, a nonprofit board role he has held since 2014. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research support.

Andrew Noga is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, and Axa Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He is part of The DDK Group, a team within Baird’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, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Heath Johnson is a financial advisor at Edward Jones in Columbus, IN, holding the CFP® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Johnson, Gray & Johnson from 2010 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Duke is a Series 66-licensed financial advisor with Edward Jones in Columbus, IN, with 16 years of industry experience. She has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Dexter is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Joshua Meredith is a financial advisor with Robert Baird & Co. in Columbus, Indiana, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he worked for Cummins Engine Company for fourteen years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology in client advice.

Lindsay Vair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and four years of experience in private wealth management. Prior to joining Baird, Lindsay worked at Reams Asset Management and held various roles within IU Health. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including separately managed accounts and tax management, supported by ongoing manager selection and internal research tools.

Maria Ostergaard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has two years of industry experience, beginning her advisory career at Cambridge in 2024. Prior to this, she was involved in the personal training industry for five years and spent over two decades with Allegro Response Teleservices. Ostergaard is also the owner of Stay Fit Financial LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Megan Thompson is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation. She has one year of industry experience and previously worked at OneAmerica Financial, GVC Mortgage dba Bailey & Wood Financial Group, Indiana State University, and Franklin Community School Corporation. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kurtis Schletzer is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Baird in 2023. Outside of his advisory role, he is involved as an owner of two LLCs. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, including discretionary and non-discretionary management approaches.

Kara Bateman is a financial advisor at Edward Jones in Columbus, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at HF Sinclair from 2015 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Nathan Anderson is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Connor Farnsley is a financial advisor with Thrivent Investment Management in Columbus, IN, holding a Series 66 designation and five years of industry experience. He has previously worked at LPL Financial and Centra Credit Union. Outside of his advisory work, Farnsley operates Hoops Growth Academy, where he trains young basketball players in skill development and coaching. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Robert Banister is a financial advisor at Robert W. Baird & Co. based in Columbus, Indiana, with 34 years of industry experience. He has held this position since 2019, following 25 years at J.J.B. Hilliard, W.L. Lyons, Inc. Banister holds Series 63 and Series 65 licenses. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Matthew Spence is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Edward Jones in Martinsville, IN since 2014. Outside of his advisory work, he owns a rental property for his father. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Michael Burchfield is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 license and is based in Columbus, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dustin Broadwater is a CFP®-designated financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at TD Ameritrade Investment Management and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

David Weiss is a CFP® and Series 66-licensed financial advisor with 15 years of experience, all of which have been spent at Edward Jones in Columbus, IN. He has been with the firm since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.