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.

Derek Fisher is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and served on the Security Federal Savings Bank Board. Fisher is also involved in accounting and tax preparation through Fisher & Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management.

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 who holds Series 65, Series 66, and Series 63 licenses and has 44 years of industry experience. He has been associated with Cetera and its related entities since 2014. Outside of his role at Cetera, he is an analyst and advisor for Wilde Wealth Management, a DBA for financial services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services using multiple program platforms and third-party managers, managing over $256 billion in assets.

Diane Imel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Merrill since 2016 and has also worked with Bank of America, N.A. for the past five years. Outside of her advisory role, she participates in nonprofit activities in Lafayette, Indiana, teaching personal financial management courses through Faith Church and Habitat for Humanity. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Stephen Dunnuck is a financial advisor at Ameriprise with 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Outside of his advisory role, he manages a small hobby farm selling eggs and beef and serves on the board of directors for The Arts Federation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

M Mc Kitrick III is a financial advisor with Edward Jones in Lafayette, IN, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a youth soccer referee with the United States Soccer Federation. 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 solutions supported by a nationwide network of advisors and branch offices.

Morgan Bonifazi is a financial advisor at Edward Jones in West Lafayette, IN, holding CFP® and Series 66 designations with seven years of industry experience. His background includes roles at Edward Jones since 2018, as well as positions at DoorDash, Postmates, Uber Eats, the Ministère de l'Éducation Nationale, Cruz Investments & Wealth Management, The Ohio State University, and Graeter's Ice Cream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of more than 23,700 financial advisors and 15,000 branch offices.

Nicholas Bozak is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Purdue University and Outdoor Specialist LLC. Outside of his advisory role, he serves on a labor relations committee for United Way and is a member of the finance committee for Niches Land Trust, where he reviews financial information monthly. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Elizabeth Thorpe is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Merrill since 2021. Her prior roles include positions at Stifel from 2017 to 2021 and City Securities Corporation from 2009 to 2017. She is also a Notary Public in Lafayette, Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Melinda Beier is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Fifth Third Securities and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Beier serves on the boards of Saint Joseph's College, Franciscan Health Foundation, Mainstreet Rensselaer, and the Rensselaer Rotary, and co-owns a fitness center in Rensselaer, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Avery Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Avery held roles in various sectors including wellness and research, and was involved with Fisher Financial Services and PR Company Roofing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Young Lee is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2004, beginning his career there as an intern and remaining with the firm throughout his professional journey. Lee holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). With more than twenty years of experience, Lee has helped affluent individuals, families, and their businesses pursue various financial goals, focusing on strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and investment objectives. He provides customized retirement planning and income strategies, investment and portfolio management, corporate retirement plans and lending strategies, home financing and banking, life insurance and long-term care planning, and trust and estate planning services. Lee has also assisted clients with distribution options from employer-sponsored plans. Lee attended Purdue University, where he earned a Bachelor's degree. He has been recognized with honors including serving as Purdue's commencement speaker in 2005, receiving the Young Alumni Award from Purdue's Krannert School of Management in 2015, and the Bernie Flowers Award for Outstanding Contribution to Sports from the National Football Foundation's Joe Tiller Chapter in 2021. He and his family have endowed a scholarship in honor of Sara Stein Koch, former director of undergraduate programs at the Purdue Daniels Business School. Lee is involved in several community organizations such as the Community Foundation of Greater Lafayette Scholarship Committee, Korean Community Center of Greater Princeton, Lafayette Rotary Club, NFF Tiller Chapter, and Purdue Center for Cancer Research. His personal interests include baseball, basketball, biking, cooking, football, reading, running, spending time with his family, and traveling.

Dawn Johnson is a financial advisor with Edward Jones in Lafayette, Indiana, holding a Series 63 designation and 30 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers various advisory strategies, affiliated mutual funds, and trust services.

David McGaughey is the Resident Director at Merrill's office in Lafayette, Indiana. He began his career in the financial services industry in 1985 and joined Merrill in 1993. David holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor designation. David's expertise includes asset management, financial strategies, estate planning services, family wealth management strategies, personal retirement planning, and retirement income. He earned his bachelor's degree in Agricultural Economics from Purdue University in 1984. He serves on the boards of North Central Health Services Inc. and the Northwest Indiana Chapter of the National Football Foundation and has been involved with the Community Foundation of Greater Lafayette. David has also participated with organizations such as Big Brothers/Big Sisters of Greater Lafayette and Lafayette Daybreak Rotary. He lives in Lafayette with his wife, Anita, and they have three daughters and three grandchildren.

Luke Lehe is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory roles, he held positions at White Lodging and taught at Purdue University and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing them. The firm integrates planning with managed-account services through its WealthPlan option, conducting periodic reviews while maintaining separate planning and portfolio management functions.