Joshua Fossnock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Quaker Oats and Frito Lay, Inc. His professional background includes roles in both the financial and consumer goods sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones. 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 programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Christopher Cook is a financial advisor at Ameriprise in Kokomo, Indiana, with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Cook serves on the Board of Directors and Government Board at South Creek Church of God and works as an Associate Financial Advisor with Kaiser & Associates, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized guidance through a centralized consulting team.

Scott Foster is a financial advisor with LPL Financial in Kokomo, Indiana, holding Series 63, 65, and 66 licenses with 33 years of industry experience. His career includes roles at Hometrust Bank and Asheville Savings Bank. Foster is also involved as a producer in non-variable insurance through IAMS, Inc. and Westland Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Matthew Meek is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax Advisory Services and Avantax Investment Services from 2013 to 2021. Meek is also involved with Fisher & Associates, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

James Hopkins III is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Glidden Fence, Ball State University, the U.S. Army Indiana National Guard, and the Sheridan School District. He holds a Series 66 designation and manages an advisory business through Hopkins Investment Solutions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement income recommendations supported by a centralized consulting team.

Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at LPL Financial and Community First Investment Group. His background also includes roles in education and local government in Indiana. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports a broad advisor network, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Derek Fisher is a financial advisor with LPL Financial and holds the Series 65 and Series 63 credentials. He has 30 years of industry experience and has worked at firms including Avantax Investment Services, Avantax Insurance Agency, and Security Federal Savings Bank Board. Fisher also operates Fisher & Associates, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, third-party research, and various investment strategies.

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Curtis Trainer is a financial advisor with Edward Jones in Kokomo, Indiana, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he owns Trainer Enterprises LLC, a real estate business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of financial advisors and branch offices, and it operates under a fiduciary standard.

Michael Ricci is a financial advisor with Raymond James Financial in Kokomo, IN, holding a Series 63 designation and possessing 40 years of industry experience. He has worked with Raymond James and First Farmer's Bank & Trust since 2012. Outside of financial advising, he has occasionally worked as a freelance play-by-play sportscaster for radio and podcasts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Thomas is a financial advisor at LPL Financial in Kokomo, Indiana, with 19 years of industry experience. He has held his current position at LPL Financial since 2011 and holds the Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Kaley Lyons is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Dauby, O'Connor, & Zaleski, LLC and Caliente, LLC. Outside of advisory roles, she is an associate employee at Jackson Financial Group LLC in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings in municipal advisory and SIMPLE IRA employer consulting.

Melissa Mcfadden is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and SII Investments. Outside of advisory work, she serves as Operations Manager at SFS Wealth Management. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Amy Mckay is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. She worked at Wells Fargo Clearing for 15 years before joining Raymond James & Associates in 2024. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Reeves is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2020, he was affiliated with Raymond James Financial and Hamilton Financial Group, which he founded and operated before closing the business. 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 programs with an emphasis on fiduciary standards, supported by a large nationwide network of advisors and branch offices.

Sallie Bower is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds a Series 66 designation and previously worked at Jackson Financial Group for 11 years. Bower is based in Kokomo, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

David Granger is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as the Howard County Coroner in Kokomo, Indiana, overseeing death investigations and managing deputy coroners. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Bryan Heilman is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is a member of B & S Holdings LLC, an LLC established to purchase his branch building. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.