Joel Schneider is a financial advisor with Edward Jones in Bloomington, IN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he is a board member of Monroe County United Ministries and co-owns a cattle ranch in Ringling, OK. He is also a silent investor in Heartwork Brewing, a local brewery and restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Richard Jenness is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services, SA Stone Investment Advisor Inc., and Wells Fargo Clearing. Outside of his advisory work, he is involved as a salesman with Restoration and Exteriors Corp. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a broad network of over 22,800 advisors.

Sean Lewis is a financial advisor with Cambridge Investment Research Advisors in Bloomington, Indiana, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to his current role beginning in 2021, he worked for Thurston Springer Miller Herd & Titak, Inc. from 2016 to 2021. Outside of his advisory duties, he owns Instinctive Financial and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base—including individuals, retirement plans, and charitable organizations—with financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies.

Alyce Zollman is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC, and involvement with the Indiana University Tennis Center. She 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 firm offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

David Mc Kinney is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked for eight years at Smithville Fiber. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Jeremy Zeichner is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Charles Schwab since 2013. In addition to his advisory role, Zeichner owns Zeichner Holdings Inc., an operating company for his independent branch in Bloomington, IN. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Schuman is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Osaic in 2024, he has operated a marketing business under his own name since 2010 and is an employee of Wayne Schuman & Associates. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a vast network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Main is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard W.L. Lyons from 1992 to 2018. Outside of his advisory role, he is an investor in Cardinal Spirits, a non-investment-related business based in Bloomington, Indiana. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm employs a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, while also offering municipal advisory and public finance services.

Aubrey Williams is a CFP® and Series 66 registered financial advisor with Edward Jones in Bloomington, IN, where she has worked since 2020. She has five years of industry experience and previously spent eight years at Mars Petcare US. Outside of advisory work, she is a co-founder and partner of Heartwork Brewing Company, a craft brewery in Bloomington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities, including a trust company and securities-based lending.

Lori Matthews is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Wayne Schuman is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, Schuman manages a marketing agency. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Steven Fortune is a CFP® professional with 16 years of industry experience, currently advising at Raymond James & Associates since 2025. Prior to this, he spent 15 years at Edward Jones. Outside of his advisory role, he serves as Vice President of Development and Director on the Board of the Bloomington High School South Band Boosters, where he is involved in fundraising and supporting the local high school music program. 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 a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a wide range of portfolio management styles and affiliated research.

Kyle Stewart is an advisor with Robert Baird & Co., holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Morgan Stanley, Midland States Bank, and Gunderson Capital Management. Stewart also has a background as an IHSA Official and worked in various positions during his education at Indiana University. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and distinct features such as municipal advisory services and strategic minority investments.

Heidi Harmon is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and previously worked for five years at the Cardinal Stage Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-depth research and specialized alternative investment programs.

Daniel Matthews is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at Hilliard Lyons. Outside of his advisory role, Matthews serves as treasurer of the Gran Haven Neighborhood Association and is a member of the finance committee for the Greater Bloomington Chamber of Commerce. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pension plans, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Karen Brooks is a financial advisor at Raymond James Financial with five years of industry experience. Prior to joining Raymond James in 2023, she worked at Edward Jones from 2009 to 2023. Brooks also serves as an office manager for Pendill Wealth Management in Bloomington, IN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Andria Donovan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Bunger & Robertson, LLP, and MutualBank. Donovan serves as Treasurer for the Bloomington Symphony Orchestra, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary client relationships with access to discretionary separately managed accounts and alternative investments.

Savanah Whittaker is a CFP®-designated financial advisor with Edward Jones, based in Bloomington, IN, and has seven years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brown-Forman and Faurecia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Loren Snyder is a financial advisor with Robert W. Baird & Co. in Franklin, Indiana, holding a Series 66 designation and 17 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he is president of a capital limited investment club and serves as a board member and treasurer for Project 44. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Poage is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and LPL Financial. Outside of his advisory role, he mentors youth for the Boy Scouts of America and is involved in youth ministry activities at Faith Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various model portfolios and third-party managers.