James Gothard is a financial advisor with OSAIC in Lafayette, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Paradigm Consulting Inc., where he serves as president. Gothard is involved in his community as treasurer and grants committee chair for the Community Foundation of Greater Lafayette and serves on the Fire Merit Commission Board and as advisory board president of the Lafayette Country Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated 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 questionnaires, and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Jeffrey Bannon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, and retirement income, focusing on helping clients navigate the complexities of wealth management and achieve their financial goals. Jeffrey holds a Bachelor's Degree from Purdue University and has earned the designation of Personal Investment Advisor (PIA). His professional experience includes a focus on comprehensive financial planning and client service. Outside of his professional work, Jeffrey enjoys spending time with his family and pursuing interests such as baseball, camping, hunting, and woodworking.

Lauren Stevens is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, 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.

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 CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Prior to his advisory role, he served eight years in the Indiana Army National Guard. Based in Lafayette, IN, Stevens holds the Series 66 designation. 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 under management and 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.

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.

Shawn Whitcraft is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Edward Jones and Key Investment Services, with a career spanning several positions within Cetera since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and employing over 10,000 advisors.

Christy Robertson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual and State Farm Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations on various planning topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping those services separate.

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.

Nathan Aagard is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies with established oversight and governance procedures.

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.