Chad Lewis is a CFP®-credentialed financial advisor with Edward Jones in Madison, IN, with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ivy Tech Community College and held various roles with the State of Indiana. Outside of his advisory role, he serves on the Board of Directors for LifeSpring Health Systems and on the Board of Trustees for Ivy Tech Community College, and coaches middle school basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

William Eccles is a financial advisor with LPL Financial in Madison, Indiana, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is president of BE Dream Homes, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Joshua Mahoney is a financial advisor with LPL Financial in Madison, IN, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He previously worked at Investment Centers of America before joining LPL Financial in 2017. Outside of his advisory role, he raises show pigs for local 4-H participants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by operational tools including machine learning.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

William Hensler is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, he worked at AgilQuest Corporation and Batesville Casket Co. He holds a Series 66 designation. 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 various research and technology tools.

Nicholas Schafer is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in community activities, including organizing food vendors and assisting with budgeting and investment selection for the annual Chautauqua Festival in Madison, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages over $1 trillion in assets with a large network of advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Jonathan Louis is a financial advisor with Edward Jones in Madison, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at ProEquities, Inc and Protective Life from 2008 to 2019. Outside of advising, he owns a residential rental property in Cold Spring, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm has a large national presence with more than 23,700 advisors and offers affiliated mutual funds, a trust company, and securities-based lending.

Kyle Lanter is a financial advisor with Robert W. Baird & Co. in Madison, Indiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hilliard Lyons, Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and MainSource Bank. Outside of his advisory work, he serves as Treasurer and board member for the Madison Fairmount Cemetery and the Hebron Cemetery Association. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jacob Fedor is a financial advisor with Raymond James Financial in Madison, IN, holding a Series 66 credential and 26 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2009. Outside of his advisory role, he serves as a committee member at Harrison Lake Country Club, providing feedback on golf course conditions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Jeffrey Smith is a financial advisor at Edward Jones in Madison, IN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Randy Behymer is a financial advisor with OSAIC and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, Behymer is involved in wedding photography and publishes an RV travel magazine. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.