Scott Olds is a financial advisor with GBS Investments in Marion, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Sigma Planning Corporation, Parkland Securities LLC, Hd Vest Advisory Services, and American Family Life Assurance Company. Outside of advisory work, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business, and serves as co-trustee of the Manwell Family Trust. GBS Investments is a state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, families, businesses, trusts, and estates. The firm employs a multi-method investment process and constructs customized portfolios designed to align with clients’ goals, risk tolerance, and tax circumstances.

Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

Mylon Logan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2010 and has also been associated with Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, Logan serves as church treasurer and board member at Westview Wesleyan Church. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and 41 years of industry experience. His career includes positions at Lincoln Investment, Legend Equities Corporation, and Edward Jones. Outside of his advisory work, Mr. Covington serves on the board of a faith-based camp and retreat center and volunteers on the finance committee of a homeless shelter and food pantry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Tipmongkol is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at NewBridge Partners as a Senior Systems Engineer, developing technical documentation for advanced space systems. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Streveler is a financial advisor with Lincoln Investment in Bluffton, Indiana, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Legend Equities Corporation and PRUCO Securities, LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team, with many client relationships being advisor-led and tailored to individual objectives.

Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at PNC Investments since 2016 and previously spent two years with Young America Capital. Outside of his advisory role, Eric serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate (CASA) for the Wells County Department of Child Services. He is also a professor at Purdue University. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.

Ryan Jones is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Marion, IN, and holds the Series 66 designation. Outside of his advisory role, Jones serves as Board President and Fundraising Chair at Kinwell Academy. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm provides a range of advisory programs and investment solutions to individual and institutional clients, operating under a fiduciary standard.

Kimberly Hart Paxson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Montpelier, IN. Outside of her advisory role, she is a co-owner of a rental property. 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 strategies supported by a large network of advisors and branch offices nationwide.

Kristopher Holtzleiter is a financial advisor at Edward Jones with a Series 66 designation. He has been with Edward Jones since 2025 and previously worked in college recruiting and law enforcement. Outside of his advisory role, he serves as Director of Baseball Operations for USA Prime Indiana and is the Head Baseball Coach at Eastbrook Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

James Womack III is a financial advisor at Ameriprise in Marion, Indiana, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. He is the owner of Veritas Holdings LLC, through which he manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dustin Stahley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Cetera and First Merchants Bank since 2015. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with varied investment program options and manages over $256 billion in assets through more than 10,000 advisors.

Joshua Bowlin is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Renewal by Andersen and Thrivent Financial, and has been involved with Reclaimed BJJ Academy and local Wesleyan churches. Joshua also has a background in education through his association with Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by one of the largest networks of financial advisors and branch offices in the industry.

Michael Reynolds is a financial advisor with Edward Jones in Marion, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2014 to 2019 before joining Edward Jones in 2019. Reynolds serves as a trustee on the committee that maintains the property of the Indiana Yearly Meeting. 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 wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Luke Mitchell is a financial advisor at Edward Jones in Marion, IN, with 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a real estate holding company that manages his office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branches and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Charles Bock is a ChFC® and Series 66-registered financial advisor with Edward Jones in Marion, IN, having two years of industry experience. His prior roles include positions at The American Bank of Missouri and Primerica Financial Services, as well as involvement with Wabash College organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Patrick Burkhart Jr. is a financial advisor with Edelman Financial Engines in Huntington, Indiana, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has been involved with the Chestnut Hills Golf Club for over 18 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diverse portfolios with a long-term focus.

Sabrina Wilds is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Marion, IN. 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 through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeremy Rufener is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2015 before joining LPL Financial in 2015. Rufener serves as a Town Council Member in Warren, Indiana, and participates on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Browder II is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and participates as a board member for the Indiana Department of Commerce’s community revitalization and enhancement tax credit program. Outside of finance, Browder has been involved in stage management for dance and communications productions. 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 services, 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.

Seth Kimmel is a financial advisor with Osaic Wealth, Inc. based in Huntington, Indiana. He holds a Series 66 designation and has 20 years of industry experience, including prior roles at Private Advisor Group, LPL Financial, and OneAmerica Securities. Kimmel is also a certified notary public and has experience in fixed insurance and annuity brokerage. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and risk-tolerance assessments to construct tailored portfolios.

Jeremy Penrod is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Bluffton, IN, with 11 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Leming is a financial advisor with Edward Jones in Marion, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at FCA and has held various roles in construction, supply, and signage businesses. He also serves as a councilman for Grant County Government, participating in monthly meetings on budgeting and employee matters. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, and manages over $1 trillion in assets through a large nationwide network.

Ella Browder is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Tomahawk, Chic Mercantile, Obi's Barbeque, Ashley's Ice Cream Cafe, and Marion Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Christina Payne is a financial advisor with LPL Financial in Marion, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2011 and concurrently at Northwest Bank since 2004. In addition to her advisory role, she serves as a Notary Public in Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms supported by proprietary research and technology tools.

Jarrad Odle is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Odle serves as a head coach for multiple girls' basketball teams at Easter Howard School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Megan Wolfe is a financial advisor with OSAIC holding a Series 66 credential and three years of industry experience. She has worked at several firms including LPL Financial and Private Advisor Group. Outside of advisory work, she serves as a notary and is the executor of an estate. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Ryne Otis is a financial advisor with Edward Jones in Marion, Indiana, holding a ChFC® designation and Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and affiliated entities. Outside of his advisory work, he serves as a high school baseball coach at Eastbrook High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cory Powell is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and research resources.

Danielle Thompson is a financial advisor with LPL Financial in Bluffton, Indiana, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at Flagstar Bank, Infinex Investments, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to her advisory work, she serves as a branch manager for Flagstar Bank. 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 solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Shank is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Infinex Investments, Fifth Third Securities, Wells Fargo, and Merrill. Outside of his advisory role, he is associated with 384EVER, LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Daniel Kennedy is a financial advisor with Cetera, holding CFP® and ChFC® designations and 39 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Kennedy Wealth Management since 2004. Outside of his advisory work, he manages a farm and serves as a trustee for Clear Creek Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.