Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Warner is a financial advisor with Stifel in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Leo Hardy is a financial advisor at Edward Jones with 40 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986 and holds Series 63 and Series 66 designations. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Zachary Petry is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he operates an accounting and tax preparation business under Daryl J Petry PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Patrick Price is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, offering a range of strategies including ESG considerations.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates and holds Series 65 and Series 63 licenses. She has 27 years of industry experience, including prior roles at J.P. Morgan Securities, Morgan Stanley, 1st Global Advisors, Wells Fargo Clearing, and Prudential Equity Group. 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 provides tailored, primarily non-discretionary financial planning and consulting, utilizing various portfolio management styles supported by affiliated research and a broad affiliate ecosystem.

Austin Gilbert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and Royal United Mortgage LLC prior to his current role. Outside of finance, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Worth Conner is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2015, including its affiliated firms, and Regions Bank since 2011. Outside of advisory work, he serves on the Dawson County Board of Health and Dawson County United Way as an unpaid advisor on activities and budgeting, and he coaches and trains in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and a multi-manager platform.

Joshua Lee is a financial advisor at Osaic Wealth Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory work, he founded Mimir Advisory LLC, an entity through which he manages the sale of insurance, annuity, and commission-based products not offered directly through Osaic. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, with various managed account options and access to alternative investments.

Thomas Marcinko is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Accord Topco LP, a logistics business based in Dallas, Texas. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Robbins is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including ownership and management positions in multiple small businesses, such as pizza restaurants and training firms. Robbins also teaches courses on QuickBooks and Excel for adult learners at Hope Training Academy and serves on advisory boards for private companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carol Albano is a financial advisor at Stifel with 25 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2007. In addition to her advisory role, she is a notary who notarizes documents for clients. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. 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 strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Joel Singer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Outside of his advisory role, he is owner of Singer Squared LLC, a holding company. Raymond James & Associates is a 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 services.

Daniel Bottomley is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2017 to 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

William Lafferty IV is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2018. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory. Outside of his advisory work, he is a signer on a family-owned auto repair business bank account but has no operational involvement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and using both quantitative and qualitative research methods.

Bennett Van Schouwen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Aflac prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of AI-driven research methods and its role in advising multiple registered investment companies.

Jeremy Meurer is a financial advisor with Raymond James & Associates in Anderson, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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 with a range of portfolio management styles and affiliated research.