Donald House Jr. is a financial advisor with Spectrum Advisors Financial, LLC in Richmond, Indiana, holding a Series 65 credential and 16 years of industry experience. He has worked with Spectrum Advisors Financial since 2009 and SimpliFinancial LLC since 2018. Outside of his advisory work, Mr. House is involved in insurance services through his ownership of Secure Asset Financial Enterprises and SimpliFinancial LLC, and he also offers the sale of gold as a minor business activity. Spectrum Advisors Financial provides financial planning and advisory services to a range of clients including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and periodic reviews while placing client assets with third-party money managers, without accepting discretionary trading authority or custody of client assets.

Matthew Golliher is a financial advisor at Vista Investment Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. Outside of his advisory role, he is involved as a bitcoin consultant and is a partner in entities focused on bitcoin wealth management. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through various proprietary strategies, including the use of bitcoin as a long-term holding or target allocation.

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cantella & Co., Inc. and J.P. Morgan Securities LLC. Outside of her advisory role, she is involved in multiple community and nonprofit organizations, serving as a troop leader for the Girl Scouts and holding board positions with local educational, philanthropic, and civic groups. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through a variety of proprietary strategies and investment vehicles, including the use of bitcoin and covered-call overlays.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

Travis Kohn is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities and JPMorgan Chase Bank for seven years. He also has a role associated with First Bank of Richmond. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Anthony Talbert is a financial advisor with Edward Jones in Centerville, Indiana, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Talbert serves as President of St. Vincent de Paul in Richmond, Indiana, where he is involved in organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Gena Hartman is a Series 66 licensed financial advisor with Edward Jones in Connersville, IN, where she has worked since 2013, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bevington is a financial advisor at LPL Financial with 9 years of industry experience. He holds the Series 66 designation and previously spent 10 years at Edward Jones. He also serves as a County Councilman At-Large for Fayette County, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

Gary Buchanan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. He has been associated with Edward Jones since 2014. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Joshua Stultz is a financial advisor with LPL Financial in Richmond, IN, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2025, he worked at 3Rivers Federal Credit Union and CUSO Financial Services LP. He is also a self-employed writer since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Tracy Saunders is a financial advisor with J.P. Morgan Securities in Richmond, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Brian Longbons is a financial advisor with LPL Financial, holding a Series 66 credential and 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves as president of Longbons Auctioneering, LLC, which conducts charity auctions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Kylee Teague is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work history at Autocar and Draper Inc. Teague has no notable outside business activities reported. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Gilman is a financial advisor with Edward Jones in Richmond, Indiana, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Gilman also owns his Edward Jones office in Richmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

William Mullin is a financial advisor at Edward Jones in Richmond, Indiana, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mullin coaches boys golf at Hagerstown High School and women's golf at Indiana University East. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Wesley is a financial advisor with Ameriprise in Richmond, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of advising, he is a co-owner of Wesley Bates WMS LLC, an entity related to financial expense management. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to produce tailored, non-discretionary advice primarily for assets managed within Ameriprise accounts.

Trent Reichley is a financial advisor at Edward Jones in Centerville, IN, holding a Series 66 designation. He has one year of industry experience and has previously worked at Pago USA, Doden for Indiana, and other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Chad Harris is a financial advisor with Raymond James & Associates in Richmond, Indiana. He holds a Series 66 designation and has 18 years of industry experience, with 16 of those years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Donald Bates Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of his advisory role, Bates serves as Senior Pastor and Music Director at Beech Grove Independent Nazarene Church and is Chairman of its Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Camden Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at GuidePoint Financial and Amazing Angels. He has also been involved in education roles at Heidelberg University and Hagerstown Jr.-Sr. High School. LPL Financial is a national firm that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Devin Hornsby is a financial advisor at Edward Jones in Connersville, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Merit Board Member for the Fayette County Sheriff's Department, assisting with personnel decisions. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wilbur Teague is a Series 66-licensed financial advisor with Edward Jones in Hagerstown, Indiana, where he has worked since 2007, accumulating 19 years of industry experience. Aside from his advisory role, he has ownership in a building rental business. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Wales III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his role at Ameriprise, he is involved with Beyond Wealth Advisors LLC, where he manages an advisory business and provides financial planning and investment advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Derek Davis is a Series 66-licensed financial advisor with Edward Jones, based in Cambridge City, IN. He has three years of industry experience, including prior roles at The Barking Cow and Dougherty Orchards. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Susan Mullin is a financial advisor at Edward Jones in Richmond, IN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Better Homes and Gardens First Realty Group from 2009 to 2017. 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 nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Alex Riebsomer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was employed at HyFlex Corporation and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Davis Jr. is a financial advisor at Edward Jones in Richmond, IN, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.