Douglas Ehlen is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax and 1ST Global Advisors. He is also a principal at Ehlen Heldman & Company, which focuses on tax, accounting, and wealth services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.

Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Michelle Litvan Fordice is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. Edward Jones is a full-service wealth management firm serving over 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 affiliated mutual funds, while operating under a fiduciary standard.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA. since 2007. He holds the Series 66 designation. 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, distribution, and investment management capabilities.

Ulrich Koenig is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Raymond James for 17 years and spent 10 years at Citigroup Global Markets prior to that. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jill Shepherd is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and J.J.B. Hilliard, W.L. Lyons, LLC. Shepherd serves as the Executive Board President of Restore Old Town, a nonprofit civic organization in Greenwood, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Stewart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Raymond James since 2019, following prior roles at Pacific Life Insurance Company and Indiana University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and research resources.

Kyle Hensley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at the Indiana Commission for Higher Education from 2014 to 2016. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Donald Vick is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management, Door Dash, and Jpmorgan Chase Bank, N.A. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Rosser is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Greenwood, 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. 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 across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Bradley Cole is a financial advisor at J.P. Morgan Securities LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.