Jason Rush is a financial advisor with Ameriprise in Kokomo, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Rush serves on the Board of Directors for the Relay for Life of Howard County and is co-owner of Kaiser & Associates LLC, a financial planning firm. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets and provides a range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

James Hopkins Jr. is a financial advisor with Ameriprise in Monticello, IN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hopkins serves on the boards of Six Points Church and Spencer Cemetery. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions.

Michel Bess Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 63 and Series 66 securities licenses. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Levi Bess is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Clearing and Applegate Elder Law, as well as teaching experience at the IU Robert H. McKinney School of Law. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Candace Gilles is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and has 10 years of industry experience. She previously worked at CFD Investments, Inc. and SII Investments before joining LPL Financial in 2021. Outside of advising, she is involved in financial plan writing through Creative Financial Designs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Neal Rouch is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory work, he serves as a board member of the First Baptist Church in Galveston, IN. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk tolerance assessments, and access to third-party money managers and wrap programs.

Samuel Caley is a financial advisor at Edward Jones in Tipton, Indiana, with two years of industry experience. He holds a Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Outside of finance, he has experience in education roles at Indian Valley High School and Claymont City Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

Matthew Williams is a financial advisor with Edward Jones in Kokomo, IN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Williams is involved in several real estate ventures and is a partner in an ethanol production company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. 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.

Robert Leavitt is a Series 66-licensed financial advisor with Edward Jones in Kokomo, Indiana, and has six years of industry experience. Before joining Edward Jones in 2020, he worked in education for eight years at Western School Corporation and Tipton Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors and branch offices.

Kristin Maulden is a financial advisor with LPL Financial in Kokomo, IN, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior experience includes roles at BMO Harris Bank and BMO Bank NA over the past several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Robert Marsh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive expertise in fund advisory, model portfolios, and regulatory compliance within the investment industry.

Jason Hare is a financial advisor with Edward Jones in Tipton, Indiana, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hare serves as an assistant football coach for Tipton Community School Corporation and is a board member and chairman of the finance and grant making committees at the Tipton County Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alex Watkins is a financial advisor with LPL Financial in Kokomo, IN, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Community First Bank of Indiana and was involved with various organizations including Indiana Institute of Technology and CFD Investments Inc. Outside of finance, Watkins is active with Lairds Training LLC, where he provides coaching in sports and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Jamilee Chapman is a financial advisor with Edward Jones in Kokomo, IN, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Hydration Station in Greentown, 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Cripe is a financial advisor with Edward Jones in Kokomo, Indiana, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside his advisory role, Cripe occasionally teaches NRA pistol safety training classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branches and offers additional services such as trust management and securities-based lending.

Santos Salinas III is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kokomo, IN, and holds a Series 66 license. Outside of his advisory role, he is a member of the Howard County Plan Commission, where he participates in monthly meetings and zoning decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary solutions, including tax-efficient services, and operates under a fiduciary standard.

Jennifer Cole is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Kokomo, IN since 2014. She has also been self-employed during this period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Jeffrey Hughes is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has been with Edward Jones in Kokomo, IN 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

William Brutus is a financial advisor with Raymond James Financial in Kokomo, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors for four years and has been associated with First Farmers Bank and Trust and First Farmers Investment Group since 2019, where he serves as Vice President. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains notable municipal advisory affiliations and specialized advisory programs.

Abigail Diebolt is a financial advisor at Edward Jones in Kokomo, IN, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Keystone Cooperative and Beck's Hybrids. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.