Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

Thomas Barmes is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked for US Balance/Awesome Wholesale for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Christopher Barthel is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Thurston Springer Miller Herd & Titak, Inc. He also manages The Barthel Agency, which focuses on employee benefits and insurance services. Barthel serves on the board of the Gibson County Chamber of Commerce. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Braden Taylor is a financial advisor with Edward Jones in Princeton, IN, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at SS&C Technologies and Apex Group, as well as a position with Lamar Architecture and Design, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christian Burch is a CFP®, ChFC®, and Series 66-licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Old National Bancorp and Crossroads Christian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is known for its large network of financial advisors and branch offices, as well as its affiliated financial services beyond advisory offerings.

Tara Parsons is a financial advisor with Edward Jones in Washington, IN, holding a ChFC® designation and a Series 66 license. She has 19 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory work, she is involved in managing rental property through LLCs. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Willis is a financial advisor with Edward Jones in Petersburg, IN, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Willis is involved in family business activities including management roles in real estate and farming entities. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, investment products, and affiliated services through a large nationwide network of financial advisors and branch offices.