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 with Edward Jones in Anderson, IN, holding Series 63 and Series 66 designations and 39 years of industry experience. He has been with Edward Jones since 1986. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

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 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase Bank, N.A. since 2009. 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 brokerage, distribution, and investment management capabilities.

Daniel Nitsch is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including BMO Investment Services and Money Concepts Capital Corp. Outside of finance, he is involved with DysFUNKtion Brass, LLC, where he pursues activities as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates in Pendleton, Indiana. She holds Series 65 and Series 63 licenses and has 27 years of industry experience. Prior to joining Raymond James in 2025, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2021 to 2025, and at Morgan Stanley from 2017 to 2021. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Austin Gilbert is a financial advisor with J.P. Morgan Securities in Noblesville, Indiana. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Royal United Mortgage LLC and Arlington Roe and Co. Outside of his advisory work, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

Worth Conner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Cetera and its related entities since 2015 and has been affiliated with Regions Bank since 2011. Outside of his advisory role, he serves on the Dawson County Board of Health and Dawson County United Way, and he also coaches in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Joshua Lee is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Osaic, he worked at Ameriprise and Edward Jones. Outside of his advisory work, he is a member of Mimir Advisory LLC, a personal business entity used for insurance and commission product sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

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.

Colton Wottring is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in personal training as the owner and head trainer of Wott Movement and Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branches.

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 financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes three years at Wells Fargo Clearing and six years at Stifel Nicolaus & Co Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decisions.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including overseeing fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

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.