Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.

Jason Pike is a financial advisor with CoreVision Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2010 and has been with CoreVision since 2023. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, and offers a wrap-fee program along with institutional custodial relationships and an automated portfolio platform.

Beau Browning is a financial advisor with coreVISION Financial Group, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options within a wrap-fee program supported by institutional custodial relationships and an automated investment platform.

Andrea Lee is a CFP® with eight years of industry experience. She is currently affiliated with coreVISION Financial Group and has previously worked with LPL Financial. Outside of financial advising, Lee has been involved with the Shelby County Athletic Club for over two decades. coreVISION Financial Group is a team-based firm providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and offers a wrap-fee program alongside institutional custodial relationships and an automated platform.

Joseph Heller is a financial advisor with CoreVision Financial Group, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Penske Logistics and Celadon Trucking Services. CoreVision Financial Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment philosophy with tactical portfolio adjustments and offers a wrap-fee program alongside the use of derivatives and margin in client accounts.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Edward Jones, and Pridgeon and Clay prior to joining coreVISION. Brett also served for twelve years at Knauf Insulation. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, using a mix of direct portfolio management, independent managers, and an institutional platform that supports automated portfolio construction and rebalancing.

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 at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Independent Advisors, LLC, Raymond James Financial Services, Inc., and Morgan Stanley DW Inc. Outside of his advisory work, he serves as a basketball coach at Waldron High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives using various advisory programs, including third-party TAMPs and LPL-sponsored offerings.

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 with Robert Baird & Co. in Franklin, IN, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and at 19th Capital Group, LLC for five years before joining Baird in 2023. Heuchan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and manager oversight as key components of its investment approach.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. 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, including managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

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 with J.P. Morgan Securities based in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Thrivent Financial, DoorDash, and preaching positions at local churches. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

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 experience in private wealth management. Prior to joining Baird, Lindsay worked at Reams Asset Management and held various roles within IU Health. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including separately managed accounts and tax management, supported by ongoing manager selection and internal research tools.

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 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior work history at JPMorgan Chase Bank, JPMorgan Securities LLC, Comcast Cable Corporation, Pruvit, and Team BeachBody. Meghan has been with Edward Jones since 2018. 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, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Tonya Ruf is a financial advisor at Edward Jones in Shelbyville, IN, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, and manages approximately $1.01 trillion in assets through a large 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 16 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, American Fidelity Securities, and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and supported by affiliates in implementation and portfolio services.

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Capitol Securities Management, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a broad network of advisors using various portfolio strategies and proprietary tools.

Crystal Neil is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Her prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp., as well as an earlier tenure at Edward Jones. Outside of her advisory work, she is involved in co-authoring chapters for books related to grief support and personal development, serves on the finance committee of COTA as a board member, and practices as a certified Reiki healer through her business within The Rewilding Collective LLC. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

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 with LPL Financial in Shelbyville, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2018, he was involved with Carmony Wealth Management, Broker Dealer Financial Services Corp., Hardwick Capital Management, and Edward Jones. He is also a fiduciary for the Paul Kellam Family Trust. 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 access to third-party asset managers, supporting advisors with technology-driven research tools and a broad platform that includes insurance and credit solutions.