Cynthia Ringer is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a co-owner of WCR Miniature Herefords, a small cattle-raising business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Michael Stocksick is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following nine years at VOYA Financial Advisors. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Caliendo is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm is known for its extensive advisor network and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alek Stevens is a financial advisor with Edward Jones in Lafayette, IN, holding CFP® and Series 66 designations and with 12 years of industry experience. He has been with Edward Jones since 2013 and previously served eight years with the Indiana Army National Guard. 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, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Bethany Owens is a financial advisor at Edward Jones in Lafayette, IN, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience working with Homeland Security Investigations and the United States Secret Service. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

James Schrader is a financial advisor with Morgan Stanley in Lafayette, Indiana, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Schrader is involved in agricultural and real estate ventures and serves on the board and investment committee of the Lafayette Diocesan Foundation, focusing on fundraising. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct and employer-based planning arrangements.

Melissa Acher is a financial advisor with LPL Financial in Lafayette, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., Cuna Mutual Group, and Fifth Third Securities, Inc. She is also involved with investment services at Purdue Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.

Christy Robertson is a financial advisor with Thrivent Investment Management in West Lafayette, IN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual Wealth Management Company and State Farm Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and a broad range of planning topics without discretionary portfolio management. The firm offers a consolidated billing option that combines planning with managed accounts while keeping the services distinct.

Karissa Mooney is a CFP® certificant and Series 66 license holder with 14 years of industry experience, all of which has been with Edward Jones since 2012. She is based in Lafayette, IN. 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, and operates under a fiduciary standard.

Richard Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following a year at JPMorgan Chase Bank, N.A. 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 large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Sherri Beabout is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at LPL Financial for seven years before joining Cambridge in 2022. Beabout serves as a board member of River City Church in Lafayette, IN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and both proprietary and third-party strategies tailored to client objectives.

Brandi Downey is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Raymond James in 2019, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2015 to 2019. Raymond James & Associates, Inc. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kimberly Boggs is a financial advisor at Edward Jones in West Lafayette, IN, with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of financial advisors and branch offices across the United States.

James Schlueter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Weaver Popcorn for four years. Outside of his advisory role, he is a partner and owner of Highline Capital Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Russell is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of a vending machine business in West Lafayette, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of approximately 23,701 financial advisors.

Trenton Johnson is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Stifel. Outside of his advisory role, he serves on the executive committee of Whitetails Unlimited, a charitable organization focused on educational programs, wildlife habitat enhancement, and preservation of hunting and shooting traditions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leo Klemme is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. His career includes long tenures at Cetera and Avantax, and he has been involved in multiple business ventures including tax and accounting services, as well as leadership roles in property management and homeowners association governance. Klemme also manages several business entities related to financial and real estate activities. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports various investment strategies and program structures, with over 10,000 advisors and more than $256 billion in assets under management.

Jason Cantrell is a financial advisor with Edward Jones in Lafayette, Indiana, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward D. Jones & Co. since 1993. Outside of his advisory role, he owns commercial rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Karsyn Carpenter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Carpenter held roles at Purdue Christian Campus House and Greyhouse Coffee, and has experience connected to Purdue University and other organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andre Sauder is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Rawhide Ranch and Grand Canyon University. 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 advisory and brokerage services, including financial planning and model portfolio programs, utilizing both in-house and third-party strategies within a broad platform supported by advanced operational tools.