Zachary Ashby is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Huntington Investment Company, J.P. Morgan Securities, and Fifth Third Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

Andrew Gaston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Primerica and its affiliated firms since 1986, including a long tenure at Primerica Financial Services Home Mortgage Inc. Gaston also engages in the sale of home security and automation products through part-time referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Corey Cordray is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at LBMZ Securities, J.P. Morgan Securities, Edward Jones, and Charles Schwab. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a network of over 10,000 advisors.

Timothy Stout is a financial advisor at Edward Jones in Mooresville, IN, with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Valic Financial Advisors, Corebridge, Voya Financial, OneAmerica Securities, and TIAA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Daniel Woodhouse is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Teachers Credit Union and CUNA Brokerage Services, Inc. since 1999. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Jacob Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Everwise Credit Union, SYM Financial Advisors, and Interra Credit Union. He also has experience in education and retail from earlier in his career. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brandon Mayo is a financial advisor with Edward Jones in Brownsburg, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Johnson is a financial advisor at Edward Jones in Brownsburg, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is involved in maintaining a commercial rental property. 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 solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors.

David Hudson is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lyft and Target Corporation, as well as various positions within the JPMorgan Chase organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joni Kisner is a financial advisor at Edward Jones with a Series 66 designation and over six years of experience, including prior work with the Danville Community School Corporation. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

George Giles is a financial advisor with Edward Jones in Brownsburg, IN. He holds the Series 66 designation and began his career in 2025. Prior to joining Edward Jones, he held positions at Republic Airways, Eli Lilly & Company, L.M Henderson & Co., Allison Transmission, Marian University, and Brownsburg School Systems. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. 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, supported by a large nationwide network of financial advisors and branch offices.

Bradley Sabelhaus is a financial advisor with Edward Jones in Brownsburg, Indiana, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Edward Jones for his entire career since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions with a nationwide network of financial advisors and branch offices.

Ryan Rossman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory services with brokerage, distribution, and investment management capabilities.

Evan Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at BMO Financial Group. He is based in Plainfield, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Joshua Collier is a Series 66 licensed financial advisor with 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2026 and has been with Raymond James Financial Services Advisors, Inc. since 2026. Collier is also the owner of Triple J Tactical, an LLC based in Ellettsville, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a range of advisory programs and institutional consulting services.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.