Savanah Whittaker is a CFP®-designated financial advisor with Edward Jones, based in Bloomington, IN, and has seven years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brown-Forman and Faurecia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Loren Snyder is a financial advisor with Robert W. Baird & Co. in Franklin, Indiana, holding a Series 66 designation and 17 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he is president of a capital limited investment club and serves as a board member and treasurer for Project 44. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Poage is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and LPL Financial. Outside of his advisory role, he mentors youth for the Boy Scouts of America and is involved in youth ministry activities at Faith Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various model portfolios and third-party managers.

Ana Von Heimburg is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Edward Jones for nine years and Main Source Bank for two years. She holds the Series 66 designation. 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Michael Bubalo is a financial advisor at Edward Jones in Bloomington, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 solutions through a nationwide network of financial advisors and branch offices.

Jenna Yandl is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has prior experience at Vista Investment Partners LLC and Indiana University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools in its advisory work.