David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

Alex Shrewsbury is a CFP® professional with three years of industry experience. He has been with Edward Jones since 2022 and previously worked at Ahead LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Scott Razzino is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Endress and Hauser, Primerica Financial Services, Caterpillar Reman, Trane Technologies, and Eaton Corporation. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,961 financial advisors and $15.5 billion in assets under management. The firm utilizes model-based strategies managed by unaffiliated asset managers and provides advisory services primarily to non-institutional clients.

Robert Milligan is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with Cetera Advisors LLC since 2013. Milligan serves on the advisory board of the Plainfield Chamber of Commerce and is involved with the Plainfield United Methodist Church as chairperson and endowment committee member. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and third-party managers.

Chad Baldwin is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones for nine years. Baldwin operates Baldwin Wealth Strategies, LLC as a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support both discretionary and non-discretionary portfolio management.

Craig Scholtes is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank, N.A. since 2007. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Jeremiah Rader is a CFP® with six years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Securities America, Inc. He also operates Rader Financial Services as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Robert Haymond is a CFP® professional at Ameriprise with two years of industry experience. His prior roles include positions at LPL Financial, State Bank of Lizton, Servent Solutions Inc., and Wesleyan Pension Fund. He serves as Treasurer on the Board of Directors for Harvest Church in Greenfield, IN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Justin Quick is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in education for over 18 years, including roles at Carmel Clay Schools and the Central Indiana Educational Services Center. He has also been involved with Armstrong Tutoring, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Ronald Rader is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting business he founded in 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones with five years of industry experience. His career includes roles at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Vermeulen holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving both 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.

Tyler Dicke is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, following roles at Securities America Advisors and Jackson National Life Distributors. In addition to his advisory role, he is the owner and sole proprietor of a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by LPL Research and third-party subadvisors.

James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.

Richard Elsbury Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include ownership of a sole proprietorship and a long tenure at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides comprehensive written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

William O'Neal is a financial advisor with Edward Jones in Mooresville, IN, holding Series 66 and Series 63 registrations and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual, as well as work at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and specialized services such as tax-efficient investing and overlay management.

Anthony Chapman is a financial advisor with Edward Jones in Winamac, IN. He holds the CFP® designation and Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Blake Montarsi is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel, he worked at Ameriprise and operated a business called Fry Pie Factory LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lee Ann Cannon is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and previously worked at PwC from 2014 to 2017 before joining Edward Jones. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.