Brian Breidenbach is the sole advisor at Breidenbach Capital Consulting, LLC in Charlestown, Indiana. He holds the CFA® designation and Series 66 license, with 24 years of industry experience. He has led Breidenbach Capital Consulting since 2003. Breidenbach Capital Consulting provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers wealth management, financial planning, portfolio management, and institutional consulting, including pension plan education and expert-witness assignments, implementing portfolios primarily through mutual funds and ETFs.

Zachary Bennett is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army since 2014 and managing Link Crude Resources, LLC, a commodities brokerage specializing in crude oil futures and physical contracts. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm emphasizes discretionary investment management tailored to client objectives, offering a range of advisory programs and utilizing a technology-driven model monitoring and automatic investment process.

Jerald Bennett is a financial advisor at Silver Oak Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Private Client Services. Bennett serves as a committee member for St. John Paul II Catholic School and Speed Park, and is a board member of Silver Creek Schools Holding Corp. Silver Oak Securities, Inc. provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management aligned with client objectives and risk tolerances.

Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. 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 pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Aaron Chapman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience in the industry. His prior work includes roles at Americor Financial, First Savings Bank, and T-Mobile, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

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.

Larry Petty is a financial advisor with Edward Jones in Scottsburg, IN, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1989. 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 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Justin Stevens is a financial advisor with Edward Jones in Scottsburg, Indiana, holding a Series 66 designation and six years of industry experience. He previously worked at Americans for Prosperity from 2015 to 2019. Stevens serves as an elder at the First Christian Church of Scottsburg and participates on the Finance & Investing Committee of the Scott County Community Foundation. 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 with a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Adams is a financial advisor with Edward Jones in Charlestown, IN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and is also involved with Adams Co. Realtors Inc and The Adams Co., both in business for over two decades. Outside of his advisory work, he serves on the board of directors for the Charlestown Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Amy Gilbert is a financial advisor with Edward Jones in Charlestown, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Zyia Active for four years and has been involved with Rodan and Fields since 2018, where she serves as a skincare consultant. Additionally, Gilbert coaches elementary girls basketball for Greater Clark County Schools. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Tracy Hardin is a financial advisor with LPL Financial in New Albany, IN, holding the ChFC® designation and a Series 63 license. She has 30 years of industry experience, with prior roles at Private Client Services, LLC, KFG Private Client Services, and 1717 Capital Management Company. Hardin is also involved in selling non-variable insurance products. 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, third-party asset management, and institutional platforms.

Travis Drake is a financial advisor with Edward Jones in Henryville, IN. He holds a Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to entering the financial industry, he worked in education with Silver Creek School Corporation and West Clark Community Schools for a combined total of 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and managed solutions, supported by a large national network of financial advisors and branch offices.

Allissabeth Whittle is a financial professional with three years of industry experience. She holds a Series 66 designation and is currently affiliated with Cetera. Her prior experience includes roles with XY Planning Network and HTSG CPAs + Advisors. Whittle is also involved in tax preparation through her work with Cornerstone Tax Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Katherine Larlee is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Larlee is also a member of KALAS LLC, a business entity used for managing expenses related to her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jennifer Hensley is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she has served as an assistant coach at Silver Creek Middle School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis through a select group of Wealth Advisors.

Adam Miller is a financial advisor at Edward Jones in New Albany, IN, with four years of industry experience. He holds the Series 66 designation and has professional experience spanning roles at Edward Jones since 2021, as well as previous positions at companies including Enjoy Life Foods, Beta Hatch, and CSC Sugar. Outside of his advisory role, Miller serves as an ambassador for One Southern Indiana Chamber of Commerce, acts as an education coordinator for BNI networking franchise, and leads a group at the St. Matthews Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robyn Brading is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at New Washington State Bank for eight years. 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 nationwide network of over 23,700 financial advisors and 15,000 branch offices.