Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million 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 under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

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.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

Shawna Ballard is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory role, she owns and manages a consulting business, DS Ballard and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across various platforms.

Nathan Anderson is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. 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 strategies supported by a large nationwide network of advisors and branch offices.

Steven Frye is a Series 66-licensed financial advisor with 23 years of experience. He is currently with LPL Financial and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, Raymond James & Associates, City Securities Corporation, and Merrill. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Angela Sodrel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. for 13 years and has been with LPL Financial since 2020. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating in Bargersville, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, employing both proprietary and third-party strategies.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at the Dufresne Spencer Group for six years and at HHGregg for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory services and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Laura Taylor is a Series 66 licensed advisor with J.P. Morgan Securities in Indianapolis, IN, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Denham Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on systematic due diligence and a range of investment strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones in Plainfield, IN, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

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 in Greenwood, IN, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with firms including BKD, LLP and OneAmerica Securities. Outside of financial advising, he works as an independent contractor for DoorDash. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party managers.

James Cavitt is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2015, totaling 11 years of industry experience. He is based in Plainfield, IN, and his work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

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 at Edward Jones in Mooresville, IN, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities and JP Morgan Chase Bank for one year, and spent three years at Northwestern Mutual-related companies. He also has a background at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers various advisory programs and investment solutions under a fiduciary standard.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.

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.