Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. 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, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Michael Coffman is a financial advisor with OSAIC in Greenwood, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 14 years at SagePoint Financial, Inc. and ongoing involvement with AIG American General Life Insurance Company. Outside of advisory work, he owns and operates an independent insurance sales sole proprietorship. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing advanced asset-allocation tools and access to third-party money managers.

Benjamin Pendill is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial. He previously spent over two decades at Edward Jones and is involved with the Kendrick Foundation as Treasurer and Secretary, supporting scholarship approvals and financial oversight. Pendill also owns and operates Brody J Wealth Management and Pendill Wealth Management, both serving his practice in Mooresville, IN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and integrates advanced analytical tools to support client goals.

Robert Beck is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies and has involvement with Duncan Financial Planning Advisors as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of investment solutions across multiple platforms tailored to client objectives.

John Kaiser is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he co-owns Kaiser and Associates LLC, where he manages his Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Nicholas Rebman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and LPL Enterprise. His background also includes roles at Carmax and JPMorgan Chase Bank, N.A. 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Michael Carlson is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2013 and operates his own business under the name Carlson Wealth Advisors. In addition to financial advising, he is also licensed as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of advisory services including portfolio management, financial planning, and retirement services, with access to various investment strategies and third-party managers.

Henry Clifton is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Charles Schwab, Merrill, Bank of America, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Eder is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with Raymond James since 2015. Outside of her advisory role, she manages a private residence used for short-term rentals through platforms like Airbnb and VRBO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

Kristen Lyons is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, she was involved with Greenwood Christian School and Inspire Dance Co. outside of her financial career. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Adam Allen is a financial advisor with Raymond James Financial in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as a financial advisor at First Financial Bank and Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support diverse client needs and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Ehlen is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax and 1ST Global Advisors. He is also a principal at Ehlen Heldman & Company, which focuses on tax, accounting, and wealth services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Adam Wiese 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, he operated two LLCs, Agent Adam and The HandleBar, from 2019 to 2024. He has also worked in educational roles at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.