Grant Reeves is a financial advisor with coreVISION Financial Group in Shelbyville, IN. He holds a Series 66 designation and has six years of industry experience. In addition to his advisory work, Reeves is a licensed attorney and serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines traditional discretionary management with third-party implementation options, managing over $1.15 billion and employing a primarily long-term investment philosophy with tactical flexibility.

Brent Thoman is a financial advisor with coreVISION Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with coreVISION Financial Group since 2023 and has concurrently worked at LPL Financial since 2014. Outside of his advisory work, Thoman is involved in local youth sports as a basketball and baseball coach. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals—including high-net-worth clients—trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy supported by fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, stocks, bonds, options, and independent managers, while also incorporating third-party platforms for automated management and tax optimization.

Jason Pike is a financial advisor with coreVISION Financial Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at LPL Financial. He co-founded coreVISION Financial Group in 2023 and continues to provide investment advisory services through this independent firm. coreVISION Financial Group offers discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy with tactical flexibility and integrates traditional management with third-party options such as independent managers and automated ETF platforms.

Beau Browning is a financial advisor with CoreVision Financial Group, holding a ChFC® designation and Series 63 license. He has 20 years of industry experience, including 16 years at LPL Financial and three years at CoreVision. CoreVision Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy that incorporates fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, individual securities, options, and independent managers.

Andrea Lee is a financial advisor at coreVISION Financial Group with eight years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining coreVISION, she worked at LPL Financial and has longstanding involvement with the Shelby County Athletic Club. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that includes customized portfolios using mutual funds, ETFs, individual securities, and options, supported by a combination of traditional discretionary management and third-party solutions.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 credential and has worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group manages over $1.15 billion with an 11-advisor team, offering discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, along with tactical adjustments, rebalancing, and tax management strategies.

Scott Richards is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, Richards Insurance Agency, and Allstate Insurance Company. Richards serves as a board member for Decatur County Parks and Recreation and is a licensed official umpire referee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

James Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 23 years before joining Equitable Advisors in 2026. Outside of his advisory role, he coaches high school basketball and manages family farm trusts as a trustee. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Erin Layton is a Series 66-registered financial advisor at Edward Jones in Indianapolis, Indiana, with 11 years of industry experience, all spent at Edward Jones since 2015. Outside of her advisory role, she is registered as a distributor for Advocare, a health company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide. The firm offers a range of managed solutions, separately managed accounts, and affiliated products, operating under a fiduciary standard.

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

Dustin Heuchan is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023, following five years at Edward Jones and five years at 19th Capital Group, LLC. Heuchan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various investment strategies and management approaches.

Sarah Barnhart is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Barnes & Noble for eight years and Indiana University Purdue University Indianapolis for five 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Phares II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he worked at DMET from 2005 to 2017. Outside of his advisory role, he is involved in concert promotion, operating a tribute band promoter business. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, corporations, and charitable organizations. The firm offers a range of advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Sarah Hugus is a financial advisor at Edward Jones in Shelbyville, IN. She holds a Series 66 designation and has been with Edward Jones since 2012. There are no notable outside business activities reported. 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.

Donald Vick is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management, Door Dash, and Jpmorgan Chase Bank, N.A. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Nigh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at PNC Investments before joining Raymond James in 2022. Outside of his advisory role, he is involved with Nigh Racing LLC, a family business supporting his son's auto racing activities, where he assists with financial oversight and car maintenance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting its large advisor network with specialized services including municipal finance and a SIMPLE IRA Employer Advisory program.

Benjamin Purvis is a financial advisor with Edward Jones in Shelbyville, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, Purvis serves as the head varsity soccer coach for Shelbyville Central Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Lindsay Vair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and four years of industry experience. Prior to joining Baird Private Wealth Management in 2022, she worked at Reams Asset Management and held positions in healthcare administration. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of portfolio management strategies, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Christopher Bechert is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018, following six years at J.P. Morgan Securities. 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 with a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kurtis Schletzer is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Baird in 2023. Outside of his advisory role, he is involved as an owner of two LLCs. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, including discretionary and non-discretionary management approaches.

Meghan Haynes is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, Pruvit, Comcast Cable Corporation, and Team BeachBody. Meghan has been with Edward Jones since 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tonya Ruf is a Series 66-licensed financial advisor with Edward Jones in Shelbyville, Indiana. She has two 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, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Trevor Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Chase Bank, American Fidelity Securities, and PNC Investments. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, as well as MetLife Securities Inc. Barker has an interest in farmland real estate rental outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Crystal Neil is a CFP® and Series 66-credentialed financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2021 and previously spent nine years at J.P. Morgan Securities. Outside of her advisory work, she is a co-author of books focused on grief support and personal development, serves on the finance committee board for COTA, and operates a Reiki healing practice through The Rewilding Collective LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers a range of investment advisory programs with a fiduciary standard, supported by a large national network of advisors and offices.

Andrew Ashcraft is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nine years with Perry Township Schools. Outside of his advisory role, he provides monthly golf lessons to a junior golfer and is involved with the Franklin Township Civic League and the Christmas In Wanamaker nonprofit as a planning board volunteer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Carmony is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Carmony Wealth Management, Broker Dealer Financial Services Corp., and Hardwick Capital Management. In addition to his advisory work, he acts in a fiduciary capacity for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.