Phillip Hogan is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with several firms, including Fifth Third Bank, Teachers Credit Union, and Foundations Investment Advisors. Hogan is also involved with Indiana Members Credit Union, offering investment products and services through LPL Financial. 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 wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies.

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Samuel Lowe is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked with the American Red Cross and MSD Decatur Township, and he has served in the Indiana Army National Guard since 2002. Outside of advising, he serves on the board of Rock Steady Boxing of Brownsburg, a nonprofit supporting individuals with Parkinson’s disease. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

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.

Daniel Haynes is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he spent 15 years with OneAmerica Securities and American United Life. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.

Mikel Kamphues is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. for sixteen years. Outside of his advisory role, he is an owner and partner of Northern Indiana Property, a real estate LLC. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexander Haboush III is a CFP® with 30 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. since 1996. Outside of his advisory work, he is involved as a partner in an investment partnership that allows diversification of retirement accounts into real estate holdings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-based portfolio construction with access to various investment vehicles and third-party money managers.

Theodore Burgoon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brownsburg, IN. Outside of his advisory role, he and his wife manage an Airbnb property through an LLC. 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 and investment solutions supported by a nationwide network of financial advisors and branches.

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.

Samuel Gleaves is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel. His previous roles include positions at AXA Advisors, LLC and WestPoint Financial Group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Hoya is a financial advisor at Fisher Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2017, he worked at TD Ameritrade, Inc. from 2013 to 2017. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

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.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Corey Cordray is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at firms including J.P. Morgan Securities, Edward Jones, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a multi-manager platform featuring various program structures and custodial relationships.

G Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is also engaged as a model with the Helen Wells Agency in Indianapolis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Timothy Stout is a financial advisor with Edward Jones in Mooresville, Indiana, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at TIAA, Voya Financial, Corebridge, and Valic Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Daniel Woodhouse is a financial advisor with LPL Financial, holding the CFP® designation and several securities licenses, with 28 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Teachers Credit Union and Cuna Brokerage Services since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Jacob Miller is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Everwise Credit Union and SYM Financial Advisors. He has also worked in educational and community settings, including Grace College and Theological Seminary and Middlebury Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with options for discretionary and non-discretionary management, supported by research and model portfolios.