Andrew Noga is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also involved as an advisor for Integrity Wealth Partners, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

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.

Joshua Collier is a financial advisor with Edward Jones in Martinsville, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns Triple J Tactical, an LLC based in Ellettsville, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Brandon Dexter is a financial advisor with LPL Enterprise in Columbus, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory services with active product sales.

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 industry experience. Prior to joining Baird Private Wealth Management in 2022, she worked at Reams Asset Management and held positions in healthcare administration. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of portfolio management strategies, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Maria Ostergaard is a Series 65-credentialed financial advisor with two years of experience, currently working at Cambridge Investment Research Advisors. Prior to her advisory role, she was involved in personal training and spent over two decades with Allegro Response Teleservices. She is also the owner of Stay Fit Financial LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions, combining proprietary and third-party strategies tailored to client objectives.

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. He has worked at Edward Jones since 2016 and previously held roles at AIG Capital Services, American General Life Insurance, Beachbody.com, and Sendoutcards.com. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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 with Robert W. Baird & Co. in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory and public finance services.

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® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at TD Ameritrade and Charles Schwab. 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 brokerage, distribution, and investment management capabilities.

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.