Steven Rector is a financial advisor at Edward Jones with nine years of industry experience. He joined Edward Jones in 2017 after working four years at LeaderOne Financial Corp. He holds the Series 66 designation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Kendall is a CFP® professional with 17 years of experience in financial advising. He currently works at Osaic and has previously been with Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as president of the National Greentown Glass Association, a nonprofit organization, and owns an antique glassware business. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Andrew Wehr is a financial advisor at Edward Jones in Frankfort, Indiana, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

William Snow is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc. and SII Investments, Inc., and he has operated William Snow Associates since 1981. Outside of advising, he is an insurance agent and a partner in an LLC that owns commercial office properties. Osaic Wealth, Inc. serves a diverse clientele ranging from individuals to institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios utilizing a broad range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kyle Smith is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Modern Woodmen of America, MWA Financial Services Inc., and Creative Financial Designs. Kyle is based in Kokomo, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jaret Snellenberger is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to that, he held roles at Creme de la Creme, MRO Supply, Ball State University, and Snelly's Landscaping. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brandi Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work experience includes roles at Jackson Financial Group and First Farmers Bank & Trust. Outside of finance, she serves as the women's golf coach at Indiana University Kokomo. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Kurt Hagenmaier is a financial advisor at Edward Jones in Kokomo, IN, holding a Series 66 license with nine years of industry experience. His career includes roles at JP Morgan Wealth Management and Mutual of Omaha Insurance Company. Edward Jones is a wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Irene Rolland is a financial advisor with Raymond James Financial in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with First Farmers Bank & Trust since 2007. In addition, she serves as a branch manager for a First Farmers support company. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary recommendations to client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

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.

Chase Isgrigg is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Frankfort Commons Golf Course for two years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

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.

Bret Capps is a financial advisor with Edward Jones in Frankfort, IN, holding the ChFC® and Series 66 designations. He has eight years of experience at Edward Jones and previously worked at Comcast for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Renita Harris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and has previously worked in retail roles, including at Torrid LLC. 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 operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial services.