Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.

Lori Calloway is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at firms including Miller Howard Investments and Voya Investment Management. In addition to her advisory role, she serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Steven Loveless is a financial advisor with United Advisor Group based in Cincinnati, OH. He holds a Series 66 designation and has eight years of industry experience. Prior to joining United Advisor Group, he worked at Cambridge Investment Research and Protiviti. Loveless is also CEO and CIO of Ironside Strategies, an investment management firm focused on a team-based, long-term approach. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and asset allocation strategies.

Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Joshua Fossnock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Quaker Oats and Frito Lay, Inc. His professional background includes roles in both the financial and consumer goods sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones. 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 solutions, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.

Brian Reeves is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2020, he was affiliated with Raymond James Financial and Hamilton Financial Group, which he founded and operated before closing the business. 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 with an emphasis on fiduciary standards, supported by a large nationwide network of advisors and branch offices.

Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Bryan Heilman is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is a member of B & S Holdings LLC, an LLC established to purchase his branch building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Andrew Wehr is a financial advisor at Edward Jones in Frankfort, Indiana, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jaret Snellenberger is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to that, he held roles at Creme de la Creme, MRO Supply, Ball State University, and Snelly's Landscaping. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Chase Isgrigg is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Frankfort Commons Golf Course for two years. 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 strategies, and manages approximately $1.01 trillion in assets under management.

Bret Capps is a financial advisor with Edward Jones in Frankfort, IN, holding the ChFC® and Series 66 designations. He has eight years of experience at Edward Jones and previously worked at Comcast for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Candace Gilles is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and has 10 years of industry experience. She previously worked at CFD Investments, Inc. and SII Investments before joining LPL Financial in 2021. Outside of advising, she is involved in financial plan writing through Creative Financial Designs. 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 programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Renita Harris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and has previously worked in retail roles, including at Torrid LLC. 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 operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial services.

Eric Anderson is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 10 years at Edward Jones and a total of 5 years of industry experience. His career has been focused entirely at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.