Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. 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 services through a nationwide network of financial advisors and branch offices.

Autumn Green is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Autumn worked in healthcare and retail sectors including Columbus Regional Health and Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. 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 advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

Kimberly Henderson is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mutual Savings Bank for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Madison Mc Ewen is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining the firm, Madison held various roles outside the financial sector, including positions at Olive Garden and Indiana University Residential Programs & Services. Raymond James & Associates, Inc. is a large 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Travis Ehlen is a CFP® professional with 13 years of industry experience, currently advising at Cetera. He has previously worked with Avantax Advisory Services and 1st Global Advisors Inc. Ehlen also owns a CPA practice, Ehlen Heldman & Co., where he is involved in tax projections and wealth management operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies.

Mwanza Katotola is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Merrill in 2025, Mwanza worked at Bank of America and Charles Schwab. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tina Williams is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, where she has worked since 2009, totaling 17 years of industry experience. She practices at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a broad range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and integrated services beyond traditional advisory capabilities.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill. Outside of his advisory work, he serves as a board member of his local homeowners association. Raymond James & Associates is a 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 municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Kemmerer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jonathan Moles is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Travis Blessing is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes 11 years at PNC Private Bank and eight years at Merrill. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Seth Wilson is a CFP® with nine years of industry experience, currently advising at Edward Jones. He has previously worked at Ameriprise, Bank of America, Merrill, and NavCare. Outside of his financial advisory role, he is co-owner and president of West Port Brands, an e-commerce business selling household goods. 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 large nationwide network of financial advisors and branch offices.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Robertson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and IMBB Investment Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of investment adviser representatives.

Jeffrey Cleckner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Edward Jones, Northwestern Mutual, and Waddell & Reed. He has also served as a baseball coach with Indiana Arsenal Baseball. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.