William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Brian Lahue is a CFP® professional with 19 years of industry experience, currently advising at RFG Advisory, LLC. He has held roles at Sweet Life Wealth Management and First Harrison Bank prior to joining RFG Advisory. Outside of his advisory work, Lahue serves on the board of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Joel Nierman is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Secretary of the Southern Indiana Estate Planning Counsel, assisting in planning and coordinating monthly meetings. 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 maintains a large national network of financial advisors and branch offices.

Emily Blackman is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having over 14 years of industry experience across several firms, including Hilliard Lyons Trust Company and Lawrence E. Osterhage PSC. She is also involved in a family maple syrup business as a member of LM Sugarbush LLC, which produces and distributes pure maple syrup products. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a mix of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

Nicole Burdin is a financial advisor at Edward Jones in Corydon, IN, holding a Series 66 designation with four years of experience at the firm. Prior to joining Edward Jones, she worked at Fred Smith Store Fixtures, Inc, Zoeller Pump Company, and Jasper Engines & Transmissions. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ethan Haverty is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Mixer Direct Incorporated, Altec Industries, and Kalitta Air, as well as extended experience at Squire Boone Cavern Zipline. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Wolfe is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked for SWS Financial Services for 23 years. Wolfe also serves as president of the Mt. Lebanon Haas Chapel Cemetery association, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service targeting clients in or nearing retirement, providing written Recommendation Reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.

Matthew Rothrock is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of advising, Rothrock serves as President of the Harrison Township Fire District Board and is a board member of the Harrison County Hospital Foundation. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds.

Diana Perez is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Private Client Services, Robert Baird & Co., and Hilliard Lyons. Outside of her advisory role, she serves as a trustee at Harrison Hills Baptist Church in Lanesville, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary advisory services tailored to client goals and supports a large network of advisors with tools that include deterministic and probability modeling.

Evan Lasley is a Series 66-registered financial advisor with Edward Jones in Corydon, IN, with two years of industry experience. Prior to his current role, he has been involved in lawn care entrepreneurship and briefly operated a local band and grill business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Matt Millies is a financial advisor at Edward Jones in Georgetown, IN, holding a Series 66 designation with nine years of industry experience. He worked in self-employed pro-bono financial services prior to joining Edward Jones in 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Jones is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marie Haverty is a financial advisor at Edward Jones with the CFP® and Series 66 designations. She has six years of industry experience, including roles at Edward Jones since 2019, Cerner Corporation, and Coker College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jarrod Bulleit is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Myriad Genetics for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Andrew Thomas is a CFP® and holds a Series 66 license with Edward Jones in Corydon, IN. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory work, he owns a commercial rental property in Corydon. Edward Jones is a full-service wealth management firm serving 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 solutions through a nationwide network of over 23,700 financial advisors.

Quinton Coffman is a financial advisor with Edward Jones in Corydon, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in various roles including positions at South Harrison Community School Corporation and AIG. He is also a part-owner of a family real-estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

William Rumple is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a joint investment partner in a property development business in Borden, Indiana. 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 and offers a wide range of investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.