Matthew Haskett is a CFP®-designated financial advisor with Edward Jones in Lafayette, IN, and has 18 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Angela Marlin is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley for 16 years. Her background also includes a brief role with Lafayette Pediatric Dentistry and Orthodontics. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and advisory strategies.

Stephen Wien is a Series 66-licensed financial advisor with Ameriprise in Lafayette, IN, and has 15 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Ameriprise Financial Advisors Inc. Wien serves on the Board of Directors for the Legal Aid Corporation and is a member of the Finance Committee at Otterbein United Methodist Church, where he reviews financial reports and budget requests. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Timothy Kirkham is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has nine years of industry experience, having previously worked at Cetera, First Merchants Investment Services, and Edward Jones. Outside of his advising role, he is co-owner of The Kirkham Group lavender farm, owns a shirt printing and design business, Ganbatte LLC, and teaches judo classes through the same company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, delivering tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Michael Sexton II is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, Sexton serves as an officer candidate with the Indiana National Guard, where he has been employed since 2012. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jennifer Sterrett is a financial advisor with Ameriprise in Lafayette, IN, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as Financial Secretary at St James Lutheran Church, assisting with financial accounting and payroll. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Deborah Mccormick is a financial advisor with LPL Financial in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2012 and concurrently serves at 1st Source Bank. Additionally, she is commissioned as a Notary Public of Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining traditional and technology-supported approaches across a broad platform.

Matthew Wright is a CFP® and Series 66-registered financial advisor with Edward Jones, based in West Lafayette, IN. He has eight years of industry experience, including two years at Salin Bank and Trust and more than nine years with Edward Jones. Outside of his advisory role, he is involved with JAMM Custom Rods, a business he has operated since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beau Ashcraft is a financial advisor at Osaic with four years of industry experience and holds a Series 65 designation. In addition to his advisory roles, he is the owner of Esox Fishing Rods, a business that produces and sells custom fishing poles directly to consumers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and platforms. The firm offers integrated investment advisory and brokerage services, financial planning, and access to various managed account solutions.

Elisavet Gravani is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Megan Simmons is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities, with seven years at Raymond James & Associates. Raymond James & Associates is a large dually registered broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored, non-discretionary financial planning and consulting supported by extensive research and a variety of portfolio management options.

Patricia Horner is a financial advisor with Raymond James & Associates in Lafayette, Indiana, holding Series 63 and Series 65 licenses and 37 years of industry experience. Her prior work includes nine years at Stifel and 13 years at City Securities Corporation. She also served as a notary public for the State of Indiana. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, emphasizing non-discretionary advisory relationships supported by research and a range of portfolio management strategies.

Abigail Rogers is a Financial Advisor at Merrill, where she assists individuals and families in building confidence in their financial futures. She joined Merrill in June 2025 as a Financial Advisor Trainee and is currently enrolled in Merrill's TFA program, focusing on learning the firm’s portfolio wealth analysis tools and contributing to the development of financial plans for clients. Abigail earned her Bachelor of Science in Finance from Purdue University. Prior to joining Merrill, she gained experience as a Registered Private Client Associate at Janney Montgomery Scott in Nashville, where she earned her FINRA registrations including the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. She also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Abigail lives in Lafayette, Indiana, with her husband, Cade. They enjoy spending time outdoors, golfing, and traveling to visit family.

Patrick Leon is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His work history includes roles at Cuna Brokerage Services, Purdue Employees Federal Credit Union, CUNA Mutual Group, and Inova Federal Credit Union. Leon is also a notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Zachary Weathers is a financial advisor at Edward Jones in Lafayette, IN, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase bank NA. 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 under management and offers a range of advisory programs that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Townsend is a financial advisor at Valor Investment Management in West Lafayette, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Valor Investment Management since 2013. Valor Investment Management provides investment advisory and financial planning services primarily to individual clients who are not high-net-worth. The firm manages client portfolios using separately managed accounts, incorporates regular account reviews, and employs derivatives in certain accounts as part of its investment process.