Thomas Story is a financial advisor at Thomas Story and Son LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with his current firm since 2008. Thomas Story and Son LLC manages discretionary portfolios for individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on long-term positions and discretionary trading, supported by accounting and tax expertise through its affiliation with an accounting practice.

David Story is a financial advisor at Thomas Story and Son LLC in Plymouth, IN, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Thomas Story and Son LLC since 2009, following prior roles at Wells Fargo Clearing and William Blair. Thomas Story and Son LLC provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a two-advisor team and a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on accounting and tax expertise through its affiliation with an accounting practice and the principal’s CPA designation.

Charles Hasnerl II is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC and Sigma Financial Corporation since 2004. Outside of his advisory role, he serves as a city court judge and participates in ministry activities at several churches in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Christopher Newbauer is a financial advisor at SPC with a Series 66 credential and three years of industry experience. Prior to joining SPC and Sigma Financial Corporation in 2022, he worked for seven years at North Judson-San Pierre Schools. Outside of his advisory role, he officiates high school football and basketball games and engages in buying and selling sports cards and collectibles online. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Megan Richter is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and U.S. Bancorp Investments. Outside of advising, she owns and operates a travel services business and serves as a limited-term lecturer at Purdue University Northwest. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and offers various wrap programs alongside custodial and insurance services.

Devan Wallen is a financial advisor with SPC, holding a Series 66 designation and 19 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006 and has been associated with Financial Partners since 2005. Wallen serves as a board member for the Knox Middle School PTO. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options through a network of over 460 advisers.

Robert Borlik is a financial advisor at Edward Jones in North Liberty, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Borlik serves as a school board member for John Glenn School Corporation in Walkerton, IN, focusing on fiscal and policy governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Erin Milnikel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has prior work history at Amazon and Farmasi. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Glenna Etchison is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has worked with various Thrivent entities since 2021. Outside of her advisory role, she serves on the advisory board of the Salvation Army and is the Advancement Chair for Cub Scout Pack 215 in LaPorte, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across multiple financial planning areas without portfolio management or institutional advisory services.

Julia Kretlow is a CFP® certificant and Series 66 licensee with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Copper Beech Townhomes and was employed at Purdue University. 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 network of financial advisors and branch offices across the United States.

James Budzyn is a Chartered Financial Consultant (ChFC®) with 35 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he provides college funding counseling through a separate practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services through a network of independent advisors, employing a range of investment strategies and platforms tailored to client objectives.

Matthew Madera is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for ten years. His additional business activities include involvement with Genesis Wealth and Madera Capital Advisory. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 extensive technology and research tools.

Mitchell Semans is a financial advisor with Ameriprise in Knox, Indiana, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2000. Outside of his advisory role, he serves on the board of the Hamlet Lions Club and is involved in antique sales with his wife. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholas Leuck is a financial advisor with Edward Jones in Knox, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Safety Kleen Systems for 13 years. Outside of his advisory role, he serves as a coaching assistant for South Central School Corporation in Union Mills, IN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.