Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Ashley Hansard is a CFP® professional currently with Creative Planning in Muncie, Indiana, with six years of industry experience. Prior to joining Creative Planning in 2020, Hansard worked at Miller Financial Management, LLC for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market exposure alongside institutional and retirement plan services.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms including Virtual Partners Group, Comprehensive Financial Consultants, and Pulp & Pine, LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.

Kevin Addington is a financial advisor with Edward Jones in Winchester, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Raymond James Financial Services Advisors Inc. and MainSource Bank from 2015 to 2017. 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 more than 23,700 financial advisors and over 15,000 branch offices.

Samuel Marshall is a Series 66-credentialed financial advisor with Raymond James Financial in Muncie, IN. He has one year of industry experience and has worked previously at Westpoint Financial Group and Raymond James Financial Services, Inc. Outside of finance, he was involved with the Country Village/Creekwood Neighborhood Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public-finance advisory services.

Alexander Sulanke is a Series 66 credentialed financial advisor with four years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates and Mutual Bank. Outside of his advisory role, he serves as a board member for Home Savers of Delaware County, a nonprofit focused on home repairs for low-income homeowners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes.

Brian Osner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes eight years at Ameriprise Financial Services. Outside of advising, he is involved as a partner and owner in several local businesses, including Foote Hansan Davis Inc and HIS German Autoparts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Andrew Hewitt is a financial advisor at Edward Jones in Muncie, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Chipotle Mexican Grill and Hobby Lobby, and spent several years in education as a teacher at various schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Thomas Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2017. Outside of his advisory role, he owns and operates a support company, Foote Hansan Davis Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to inform client recommendations.

Joshua Matthews is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2010 and 2008, respectively. Besides his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses primarily model-delivery strategies and discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Zion Osner is a Series 66 registered financial advisor with Raymond James Financial Services Advisors, Inc. He has four years of industry experience, including roles at Agia and VALIC Financial Advisors, Inc. Osner is currently associated with White River Wealth Advisors in Muncie, IN, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Angela Cortwright is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has prior experience at Lord, Abbett & Co. LLC. In addition to her role at Cetera, she is involved with Onieal and Associates, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs multiple program structures and investment approaches.

Tanya Shaneyfelt is a financial advisor with Edward Jones in Muncie, Indiana. She holds the ChFC® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, she worked at Symmetry Chiropractic Wellness Center. Outside of her advisory role, she is the managing member of Two Pillars Property LLC, where she focuses on tax lien properties and repossessions for investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

G Kristopher Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2006. He also operates a personal business under his name. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Troy Helm is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has held positions at Summit Financial Networks, Cetera Wealth Services, and Summit Brokerage Services over his career. Outside of advisory work, he runs Helm Financial Group LLC, which serves as a holding entity for tax purposes. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies across various program structures.

Christopher Matchett is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He has been with OSAIC and Wealth Strategies Inc. since 2020 and has prior experience with Enterprise Rent A Car and The Vitamin Shoppe. In addition to advising, he is licensed to sell life and health insurance in Indiana and works in research and support for financial advisers. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk analysis, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Shena Bynum is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2012, concurrently serving at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Andrew Kruger is a financial advisor with Edward Jones in Muncie, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He worked at American Funds from 1997 to 2025 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network and offers services under a fiduciary standard.

Dana Sizemore is a financial advisor with Raymond James & Associates in Muncie, Indiana, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Raymond James & Associates Inc since 2008. 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, institutional and pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Aaron Hammond is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Central Indiana Plumbing, Inc. from 2014 to 2017. He volunteers as a firefighter with the Parker Volunteer Fire Department in Parker City, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branch offices.

Kathryn Kaster is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She previously worked at THE O.N. Equity Sales Company and Ohio National Life Insurance from 2001 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various portfolio management strategies and advisor tools.

Colleen Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of her advisory role, she is involved in business ownership, including serving as president of Coops Trucking, LLC and proprietor of Hoosier Highlands, LLC, which involves livestock management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools and risk profiling tailored to client goals, supporting implementation through advisory programs or other providers.

Maurice Richardson is a financial advisor with Edward Jones in Muncie, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Remy Power Products/Remy Inc/BorgWarner for nine years and attended Ball State University part-time. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Craig Miller is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked previously at Securities America Advisors and 20/20 Financial Group, where he provided investment advisory and financial education services. Miller is based in Muncie, Indiana. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services including financial planning, retirement consulting, managed accounts, and access to third-party money managers, employing a variety of portfolio construction tools and investment options.

Nathan Fletcher is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial and Old National Bank in 2024, he worked at Indiana University East and Northeastern High School. Outside of advising, he operates an online sales business on platforms such as eBay and Mercari. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant assets under management.

Todd Yarbrough is a CFP® with 33 years of industry experience, currently serving at Cetera since 2022. His prior roles include positions at LPL Financial, Northwest Bank, and Principal Life Insurance Company. He serves as a board member for Greater Muncie Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services.

Kenneth Brown is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2007, as well as spending six years at Jackson Financial Group. Brown is the CEO of THEMM Financial Advisors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and maintains unique affiliations that support municipal and public-finance activities.

William Isaacs is a CFP® professional with 26 years of experience in financial advising, currently with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has long-term involvement with Wealth Strategies, Inc., where he serves as an officer and director. Isaacs participates in community finance committees, including those for Habitat for Humanity, the YMCA of Muncie, and the Minnetrista Cultural Center. OSAIC serves a diverse client base of retail and institutional investors through a broad network of advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs systematic asset-allocation tools and supports a range of investment vehicles and managed account solutions.

Evan Griner is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.