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.

Michael Coffman is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Outside of his advisory role, Coffman operates an independent insurance sales sole proprietorship and owns MARC Financial, Inc., which he uses for tax purposes related to his insurance and investment commissions. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process and offers multiple platforms including discretionary and third-party managed accounts.

Benjamin Pendill is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates his own practice, Brody J Wealth Management. Pendill also serves as Treasurer and Secretary on the board of the Kendrick Foundation, a nonprofit organization involved in scholarship approvals and grant funding. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored analytical tools and offering non-discretionary advisory programs. The firm supports a broad client base that includes high-net-worth individuals, pension plans, corporations, and charitable organizations.

John Kaiser is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2013, serving both on the advisory team and as co-owner of Kaiser and Associates LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Rebman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's advisory approach combines quantitative screens and qualitative research to develop model asset allocations, focusing on non-discretionary written asset allocation advice, investment manager selection, and customized performance reporting.

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.

Mikel Kamphues is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for 16 years before joining J.P. Morgan Securities. Outside of his advisory role, he is a partner in a real estate LLC that holds rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research and may incorporate an ESG framework.

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.

Joseph Perry is a financial advisor with Osaic Wealth in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. and Ascension Health. Outside of his advisory role, Perry is a co-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, providing a range of managed account strategies and access to alternative investments via third-party platforms.

Adam Wiese is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved with Agent Adam LLC and The HandleBar LLC for five years each. He also has experience working in education at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

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.

Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and at JPMorgan Chase Bank, NA since 2007, following an earlier role at Ameriprise from 2004 to 2007. He holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Jill Shepherd is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and J.J.B. Hilliard, W.L. Lyons, LLC. Shepherd serves as the Executive Board President of Restore Old Town, a nonprofit civic organization in Greenwood, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.