Robert Tyler Jr. is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates Tyler Wealth Management, his own wealth management firm. Tyler is a member of the Finance Department Advisory Board at Ball State University and serves on the Investment Committee for The Community Foundation of Muncie and Delaware County, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset allocation tools, and supports a wide range of investment options and third-party management platforms.

David Coburn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and American General Securities. He is also the president and owner of Coburn & Associates, a firm involved in the sale of fixed insurance products. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across a broad range of investment types.

Rachel Valenti is a financial advisor at Stifel with a Series 66 designation and no prior experience in the industry. Before joining Stifel in 2026, she spent several years in various roles at Ford Motor Company and Ford Motor Credit Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance for asset allocation, retirement, insurance, and estate planning.

Christopher Bunch is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. In addition to his advisory role, he operates Tyler Wealth Management, a sole proprietorship involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment vehicles.

Justin Hersberger is a financial advisor with Edward Jones in Elwood, Indiana, holding a Series 66 designation and three years of industry experience. His prior roles include positions in wellness systems and sports medicine, as well as operating a multi-level marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of thousands of advisors and branch offices.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. He has previously worked at JP Morgan Securities LLC, The Huntington National Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 institutional platforms, supported by a broad network of investment adviser representatives.

Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shena Bynum is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Reid Long is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes roles at Tyler Wealth Management, Taylor University, and Long Construction, Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting among other solutions, utilizing advanced asset-allocation tools and third-party management options.

Steven Warner is a financial advisor with Stifel in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Leo Hardy is a financial advisor at Edward Jones with 40 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986 and holds Series 63 and Series 66 designations. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Patrick Price is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase Bank, N.A. since 2009. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Baize is a financial advisor with Osaic Wealth Inc., holding a Series 63 designation and offering 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Baize also operates Baize Financial Concepts, where he provides investment advisory services and sells insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and offering both discretionary and non-discretionary account management.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes prior roles at J.P. Morgan Securities, Morgan Stanley, 1st Global Advisors Inc, Wells Fargo Clearing, and Prudential Equity Group, LLC. 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 wide range of clients—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Christopher Day is a financial advisor with Edward Jones in Yorktown, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Day serves as vice president and board member of the Yorktown Mt Pleasant Township Community Library, participating in decisions related to personnel, budget, and community activities. 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 through a nationwide network of financial advisors and branch offices.

Aaron Hammond is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Central Indiana Plumbing, Inc. from 2014 to 2017. He volunteers as a firefighter with the Parker Volunteer Fire Department in Parker City, IN. 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 affiliated financial services supported by a large national network of advisors and branch offices.

Worth Conner is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2015, including its affiliated firms, and Regions Bank since 2011. Outside of advisory work, he serves on the Dawson County Board of Health and Dawson County United Way as an unpaid advisor on activities and budgeting, and he coaches and trains in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and a multi-manager platform.

Joshua Lee is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Osaic, he worked at Ameriprise and Edward Jones. Outside of his advisory work, he is a member of Mimir Advisory LLC, a personal business entity used for insurance and commission product sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.