Bruce Roberts is the sole advisor at Regal Capital Management, Inc., an independent firm based in Bedford, Indiana. He holds a Series 63 designation and has 23 years of industry experience. Since 2016, Roberts has also been involved with Calvary Missionary Church. Regal Capital Management provides personalized investment advice, portfolio structuring, asset allocation, and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and pension or profit-sharing plans. The firm emphasizes traditional, long-term investment strategies and routinely works with institutional-style clients and plan sponsors, complementing its service to charitable organizations.

Michael Fidler is a financial advisor with Cfci who holds Series 63 and Series 65 registrations and has 31 years of industry experience. He has been with Comprehensive Financial Consultants Institutional, Inc. since 2014 and has also worked with J. W. Cole Advisors, Inc. and J. W. Cole Financial, Inc. since 2013. Outside of his advisory work, he is a minor owner and company officer in his wife's silk screen embroidery business, where he occasionally assists. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients, providing discretionary portfolio management and consulting services. The firm primarily uses model portfolios and third-party advisers to manage assets and employs a variety of investment strategies including option strategies and active cash management.

Jeremy Payton is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL from 2020 to 2023 and at Edward Jones from 2016 to 2020. Outside of his advisory work, he coaches girls junior varsity basketball and baseball at Paoli Junior High School and serves as a deacon at Paoli Christian Church. 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 supported by a nationwide network of more than 23,700 financial advisors.

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 26 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for 24 years. He is also involved in non-investment business activities, providing bookkeeping, inventory, and logistics support through a separate LLC in Bloomington, IN. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Raven Woodward is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Woodward held positions at Intuit, JP Morgan Chase, Goodwill, and World Finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Thomas Strange IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, with prior experience at Charles Schwab. Outside of finance, he owns and operates The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Andrew Hawkins is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana. He has two years of industry experience and previously worked in education and auction services. 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 over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Jennifer Baker is a Series 66-licensed financial advisor with Raymond James & Associates, based in Mitchell, IN. She has two years of industry experience, including prior roles at the same firm and a background at IU Health Paoli Hospital. 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 and non-discretionary investment consulting tailored to client needs.

Jason Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 24 years before joining LPL Financial in 2023. 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 and access to model portfolio programs and institutional platforms.

Gretchen Anderson is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana, and has 23 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Anderson serves as President of the Paoli Chamber of Commerce. 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 supported by a large nationwide network of financial advisors and branch offices.

J George is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

Teresa Mathies is a financial advisor with Edward Jones in Bedford, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of S M Jones Electric, Inc., an electrical contracting business, and also has farm income from activities in Loogootee, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Christina Cull is a Series 66-licensed financial advisor at Edward Jones in Bedford, IN, with two years of industry experience. She has been with Edward Jones since 2009, including a recent role beginning in 2025. Outside of finance, she co-owns a farm where she grows mums, pumpkins, and hay. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wesley Whitfield is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones from 2018 to 2021 and was employed with the Paoli Community School Corporation for six years, where he continues to contribute occasionally through extracurricular activities and driving a school bus. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

John Maegerlein is a Series 66–licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Pros Closet and Veracity Insurance Solutions. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Dustin Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at J.P. Morgan Securities and J.P. Morgan Chase NA from 2006 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform supported by technology tools and oversight of substantial discretionary assets.

James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, Indiana, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he owns rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles, affiliated research, and model manager options.

Gregory Stokes is a Series 66 licensed financial advisor with LPL Financial in Bedford, IN, where he has worked since 2000. He has 27 years of industry experience. Outside of his advisory role, he is involved in multiple business activities related to tax preparation, accounting, and other entrepreneurial ventures. 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 asset management solutions, including third-party subadvisors and customized investment strategies.

Brian King II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously at JPMorgan Chase Bank, N.A., Keller Williams, and other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Jonathan Jeffries is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent over two decades at Employbridge and operated as a sole proprietor specializing in HR and risk consulting. 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 investment strategies, and manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Michael Bellush is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers since 2017, following six years at LPL Financial. In addition to his advisory roles, he is the founder and sole employee of a search engine optimization business and provides policy writing and website work for Bedford Federal Savings Bank. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.