Amy Rice is a financial advisor with Robert W. Baird & Co. based in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked previously at OneAmerica Securities and American United Life, with roles spanning from 2012 to the present. Outside of her financial advisory work, she owns Mow & More by Greg, LLC, a lawn and landscaping services business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research tools including artificial intelligence to support client advice.

Shawna Ballard is a Series 66-licensed financial advisor with Ameriprise, based in New Palestine, Indiana, and has 25 years of industry experience. She has been with Ameriprise since 2001, initially with Ameriprise Financial Services Inc. and continuing with the firm through 2026. Outside of her advisory role, she owns and manages DS Ballard and Associates, a consulting business. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

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.

Nathan Anderson is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at AIG Capital Services, American General Life Insurance, Beachbody.com, and Sendoutcards.com. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Steven Frye is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, LLC, and Raymond James & Associates. Frye is also involved with ICAG Insurance Agency, a non-variable insurance 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 advisers. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Angela Sodrel is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and over 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. from 2007 to 2020 before joining LPL Financial. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating in Bargersville, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior work includes six years at Dufresne Spencer Group and one year at HHGregg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Laura Taylor is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2025, following prior roles at JPMORGAN Chase Bank and other firms. J.P. Morgan Securities 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 when recommending investment 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.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Knop is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at multiple firms including Promise Advisory Group and BKD, LLP. Outside of his advisory role, he is an independent contractor for DoorDash and owns Door2Door Financial, LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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.

Matthew Spence is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Edward Jones in Martinsville, IN since 2014. Outside of his advisory work, he owns a rental property for his father. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of 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.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is involved in community service as a member of the St. Barnabas Finance Committee, where he reviews and provides input on church and school financial matters. OSAIC Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Jenna Bennett is a CFP® professional with 18 years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Martinsville, 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Albert Rahman is a financial advisor with Ameriprise in Martinsville, Indiana, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in owning and managing several commercial real estate properties and operates a business entity, Albert D. Rahman FP, Inc. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Rahman.

Darren Fabert is a financial advisor with Edward Jones in Martinsville, IN, holding a Series 66 designation and over 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 advisors.

Kirk Mulroney is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at IU Health and OrthoIndy Hospital. He is also involved with Emmanuel Church of Greenwood, where he participates in service production and direction. 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 advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.