Jillian Culy is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Tyler Wealth Management, Charles Schwab, and Valeo Financial Advisors. Outside of her advisory work, she has served as a Notary Public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms, offering integrated brokerage and investment advisory services.

Chad Gilliam is a financial advisor with LPL Financial in Muncie, Indiana, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has worked at LPL Financial since 2010 and operates an independent investment advisory firm, David P. Gilliam & Associates, which he founded in 2016. 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 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 advisors and advanced technology tools.

Brendan Kerrigan is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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.

Joel Singer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Outside of his advisory role, he is owner of Singer Squared LLC, a holding company. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Bottomley is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes three years at Wells Fargo Clearing and six years at Stifel Nicolaus & Co Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including overseeing fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Jeremy Meurer is a financial advisor with Raymond James & Associates in Anderson, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates 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, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Larry Ruble is a ChFC®-designated financial advisor with 46 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Ruble is president of Northstar Advisors, an LLC through which he offers fixed insurance products and securities advisory services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage diversified investment portfolios.

Eric Cooper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at multiple firms, including Ascend Financial Services, Minnesota Mutual Life, and Securian Financial Services, with long tenures spanning over three decades. Additionally, he is employed by Ball State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, utilizing a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies across various program structures.

Stephen Bottomley is a financial advisor with Stifel, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stifel since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individual, institutional, and municipal clients, providing brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Cole Snipes is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked in education and data services. 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by various portfolio management styles and research resources.

Benjamin Harber is a financial advisor with LPL Financial in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and also operates Artistic Enterprises, where he works as an actor and model. Harber has served as a substitute instructor at Anderson University, teaching a course on personal financial planning. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Marly Hardy is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 strategies supported by a nationwide network of over 23,700 financial advisors.

Evan Werckenthien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also operates an independent insurance agency in Carmel, IN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations, through financial planning, investment management, and retirement advisory services delivered by a network of independent Financial Professionals.

Julie Singer is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves on the finance and investment committee of the nonprofit American Cabaret Theatre, Inc. Raymond James & Associates 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Bonita Straub is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Outside of her advisory role, she is affiliated with the Indiana Notary Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Ayers is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Meta (formerly Facebook). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support customized investment strategies.

Jordan Rhodes is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Shoemaker Financial Services since 2014. Outside of his advisory role, Rhodes is involved in fixed insurance sales as an agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable entities. The firm provides portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers.