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Lana S

Series 66

Salem, IN

Edward Jones

Lana Sullivan is a Series 66 licensed financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she co-owns a concrete floor coating business in Salem, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Larry P

Series 63, Series 66

Scottsburg, IN

Edward Jones

Larry Petty is a financial advisor with Edward Jones in Scottsburg, IN, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1989. 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 under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin S

Series 66

Scottsburg, IN

Edward Jones

Justin Stevens is a financial advisor with Edward Jones in Scottsburg, Indiana, holding a Series 66 designation and six years of industry experience. He previously worked at Americans for Prosperity from 2015 to 2019. Stevens serves as an elder at the First Christian Church of Scottsburg and participates on the Finance & Investing Committee of the Scott County Community Foundation. 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 with a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business sale tax planning Founder/Business Owner
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Matthew H

Series 66

Salem, IN

Edward Jones

Matthew Hudson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. In addition, he has served as an independent contractor with Aflac since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brock B

Series 66

Salem, IN

Edward Jones

Brock Bush is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and operates Bush Family Farms in Scottsburg, IN, where he is involved in feeding cattle and assisting with planting and harvesting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Travis D

Series 66

Henryville, IN

Edward Jones

Travis Drake is a financial advisor with Edward Jones in Henryville, IN. He holds a Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to entering the financial industry, he worked in education with Silver Creek School Corporation and West Clark Community Schools for a combined total of 15 years. 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 managed solutions, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Fox P

Series 63, Series 65

Salem, IN

Cetera

Fox Purlee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, Purlee owns Fox Purlee Wealth Management, where he manages all business decisions, and is also involved in selling fixed insurance products and 529 savings plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jennifer H

Series 63, Series 66

Scottsburg, IN

J.P. Morgan Securities

Jennifer Hensley is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she has served as an assistant coach at Silver Creek Middle School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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