Dustin Heuchan is a financial advisor with Robert Baird & Co. in Franklin, IN, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and at 19th Capital Group, LLC for five years before joining Baird in 2023. Heuchan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and manager oversight as key components of its investment approach.

Owen Litzelman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Bank and work related to investment services under the name BMO Investment Services. 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, model portfolio programs, and institutional platforms, supported by research tools and a large network of advisors.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.

Daniel Gandolph is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has managed Gandolph Financial Services, LLC since 2015 and has been with LPL Financial since 2009. Gandolph also sells life, disability, and long-term care insurance, including some fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by proprietary research and technology, with a platform that includes model portfolios, third-party asset management, and institutional solutions.

Scott Garrigus is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds the Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2020, following eight years at PNC Investments. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Martin Spicer is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has been with JPMorgan Chase Bank, N.A. since 2012 and joined J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. 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, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

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.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. 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, including managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

Michael Coffman is a financial advisor with OSAIC in Greenwood, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 14 years at SagePoint Financial, Inc. and ongoing involvement with AIG American General Life Insurance Company. Outside of advisory work, he owns and operates an independent insurance sales sole proprietorship. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing advanced asset-allocation tools and access to third-party money managers.

Robert Beck is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies and has involvement with Duncan Financial Planning Advisors as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of investment solutions across multiple platforms tailored to client objectives.

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 six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and LPL Enterprise. His background also includes roles at Carmax and 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

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.

Henry Clifton is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Charles Schwab, Merrill, Bank of America, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Eder is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with Raymond James since 2015. Outside of her advisory role, she manages a private residence used for short-term rentals through platforms like Airbnb and VRBO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

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.