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.

James Dillon is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Regulus Financial Group, Concourse Financial Group Securities, PNC Wealth Management, Natcity Investments, and Raymond James & Associates. Outside of his advisory role, Dillon is involved in managing an ABLE account for his son. Regal Investment Advisors, operating as LionShare, serves unaffiliated SEC- and state-registered advisers and their clients by providing model portfolio implementation and discretionary investment management. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering sub-advisory services rather than direct client relationships.

Jeffrey Umbaugh is a financial advisor at Regal Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Regulus, LLC and Regal Investment Advisors since 2015. Outside of his advisory role, he owns Kuhn, Dillon, Umbaugh, LLC, a tax preparation and accounting services firm. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary authority granted to implement and manage strategies on behalf of clients.

Tammy Dickson is a Series 66-licensed financial advisor with Key Investment Services LLC, based in Plymouth, IN, with three years of industry experience. Her prior roles include positions at Thrivent Financial and KeyBank. Outside of advisory work, she manages cleaning operations as an independent contractor for Johns Manville. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence for third-party advisory offerings, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jeremy Van Scoik is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working in various roles at companies including B&G Haulers and Ad-Vance Magnetics Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

Tanner Givens is a financial advisor with Edward Jones in Bremen, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for seven years with Penn Harris Madison School Corporation. 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 under management and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

Craig Wilson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Plymouth, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Garrett Clady is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Patrick Industries for six years and attended Indiana University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Banicki is a financial advisor with LPL Financial in Plymouth, Indiana, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at 1st Source Bank and KeyBank and serves as a public notary. Additionally, she is involved in a home-based business related to cleaning and personal care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and utilizes various platforms including model portfolios and third-party asset management.

Rodney Jacobs is a financial advisor with Ameriprise in Plymouth, Indiana, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his advisory work, Jacobs owns and operates Got Game LLC, a gaming store that offers a social environment for board and card games, and he is involved in several local business ventures including hospitality and event catering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-driven recommendations through a centralized retirement-income consulting team.

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.

Grant Clady is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Patrick Industries and State Farm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Douglas Gehrke is a financial advisor at Ameriprise in Plymouth, Indiana, with 12 years of industry experience and a Series 66 designation. He has been with Ameriprise and its affiliate since 2012. Gehrke serves on multiple local nonprofit and community organization boards, including the Plymouth Industrial Development Corporation, the Plymouth Rotary Club, and the Boys and Girls Club of Marshall County. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

Matthew Miller is a financial advisor with Ameriprise in Bremen, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2017, he worked at Ernst & Young, LLP for 13 years and had a brief tenure at RSM US, LLP. Outside of his advisory role, Miller coaches basketball for Bremen Public Schools. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Austin Nielsen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Matzat Sister's Farm in Bass Lake, IN. 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 and investment solutions, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Todd Clady is a financial advisor at Edward Jones in Plymouth, Indiana, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farm rental properties and a commercial building rental 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 and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Carlye Bishopp is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked in education at Fairfield Community School Corporation and Penn Harris Madison School Corporation. Outside of her advisory role, she serves as a board member for New Beginnings Daycare and Preschool, applying her teaching and financial knowledge to support the organization. Edward Jones is a full-service wealth management firm serving 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.

Adam Beck is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has been with Ameriprise since 2023. Outside of his advisory role, Beck owns a construction business, Lockwood Craftsmen, LLC, and serves as president of the nonprofit organization Lockwood Mentors. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Bishopp is a financial advisor with Edward Jones in Plymouth, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. 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 strategies supported by a large network of financial advisors and branch offices.

Benjamin Fanning is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He also has a concurrent role at 1st Source Bank starting the same year. 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 financial planning and investment management services leveraging proprietary research and third-party strategies, supported by a large network of advisors and extensive operational tools.

Robert Dragani is a financial advisor with LPL Financial in Plymouth, Indiana, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of his advisory role, he is involved with Dragani Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational 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.

Thomas Popielski is a financial advisor at Edward Jones in Plymouth, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Two Men and a Truck and has a background that includes roles at Purdue University and Saint Joseph High School. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. 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 strategies, alongside affiliated mutual funds and other services.

Cristine Keller is a Series 66-credentialed financial advisor with Edward Jones, based in Plymouth, IN, and has six years of industry experience. She has been with Edward Jones since 1999, including her current role starting in 2019. Outside of her advisory work, she is a partner in Mommy Mavens LLC, an eBay resale business. 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 is known for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Anson Harris is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America and Merrill from 2014 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Russell Shartzer is a financial advisor with Ameriprise in Wolcottville, IN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Ameriprise Financial Services, HD Vest Investment Services, Case Family Tax, and Hubbard Feeds Inc. Outside of his advisory work, he serves as Treasurer on the Board of Directors for the Avilla Area Chamber and owns a tax preparation business. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tiffany Harrell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Western & Southern Life, Empower Retirement, and Ruoff Mortgage. Outside of her financial career, she has been involved with Jim Harrells Tree Trimming & Tree Removal for over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Russell Kietzman is a financial advisor with Edward Jones in Plymouth, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a shareholder of Pretty Lake Golf Course LLC in Plymouth, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branch offices.