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.

Elliot Hartje is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lafayette, IN. He has 16 years of industry experience, including 17 years with Edward Jones. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Robinson is a ChFC® and Series 66 designated financial advisor with Edward Jones in Lafayette, IN, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Robinson serves as a school board member and coaches youth through high school football in Michigantown, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

William Cardwell is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Stagecoach RV Sales and Service. He serves as Treasurer and a board member for Big Brothers Big Sisters of Greater Lafayette. 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, providing financial planning, investment consulting, and institutional fiduciary solutions, with advisory relationships generally structured as non-discretionary and supported by a range of portfolio management styles and affiliated research.

Tyler Isgrigg is a CFP® professional with 11 years of experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and is based in Lafayette, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Cara Brovont is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Cary and Associates, LLC, LifeCare Services/Matrix LifeCare, and Flour Mill Bakery. Outside of finance, she is connected to a wellness center franchise owned by her husband but has no operational responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Damon Newsom is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial advisory services focused on areas such as divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Damon works closely with his clients to identify and prioritize their financial goals. He holds a Bachelor's degree from DePauw University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Damon has also served on the Board of Directors for the Tippecanoe County Public Library Foundation.

Scott Gillespie is a CFP® professional affiliated with Raymond James & Associates, bringing 25 years of industry experience. He previously worked at STIFEL and City Securities Corporation. Outside of his advisory role, he serves as chairman of the Church Council at Christ United Methodist Church in Lafayette, IN, and is an assistant coach for the Indiana Shockwaves youth travel fastpitch softball team. 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 wide range of clients, including individuals, institutions, and municipalities, offering tailored financial planning and non-discretionary investment consulting through various specialized programs.

Erik Roe is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Lafayette, IN since 2005. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves on the board of Faith Seminary in Lafayette, 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

James Gothard is a financial advisor with OSAIC in Lafayette, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Paradigm Consulting Inc., where he serves as president. Gothard is involved in his community as treasurer and grants committee chair for the Community Foundation of Greater Lafayette and serves on the Fire Merit Commission Board and as advisory board president of the Lafayette Country Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Jeffrey Bannon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, and retirement income, focusing on helping clients navigate the complexities of wealth management and achieve their financial goals. Jeffrey holds a Bachelor's Degree from Purdue University and has earned the designation of Personal Investment Advisor (PIA). His professional experience includes a focus on comprehensive financial planning and client service. Outside of his professional work, Jeffrey enjoys spending time with his family and pursuing interests such as baseball, camping, hunting, and woodworking.

Lauren Stevens is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than 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 programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.