David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.

Benjamin Kuhlman is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Valentine Wealth Management and has prior experience at Raymond James Financial Services Advisors, Inc., and Cummins. Outside of advisory work, he is involved with Forman Investment Services, a support company. Valentine Wealth Management serves individual clients, including high-net-worth households, and corporate plan sponsors by providing investment management, comprehensive financial planning, retirement plan consulting, and educational seminars. The firm follows a fiduciary, goal-based process with largely passive investment strategies and offers limited-scope ERISA 3(21) retirement plan services.

Trina Hanner is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Salt Light Investing for the Good. Her prior roles include positions at OneAscent Financial Services LLC and Beacon Wealth Consultants, Inc. She also serves on the investment advisory committee for the Rocky Mountain District Church of the Nazarene. Salt Light Investing for the Good is a state-registered investment adviser offering portfolio management and financial planning services, utilizing mutual funds, ETFs, individual securities, and insurance products. The firm implements a values-screened investment approach with a biblical perspective, employing strategic asset allocation and periodic rebalancing through four model portfolios.

At Valentine Wealth Management, we provide comprehensive financial planning and investment management for professionals, business owners, and retirees who want clarity and confidence with their money. As an independent, fee-only fiduciary financial advisor, our advice is designed to serve your best interests, not sell products. Whether you're planning for retirement, managing equity compensation, or navigating major financial decisions, we help you build a strategy that aligns your wealth with your life goals. Working with the right financial advisor can simplify your financial life and build a clear path toward financial independence. Schedule a complimentary discovery meeting to discuss your goals and see if working with a CFP® professional makes sense.

Ryan Benter is a financial advisor at SPC with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Prosperity Financial and Parkland Securities and has a background that includes agricultural and outdoor service businesses. Outside of advising, he is involved in dairy cattle breeding and showing, coaches youth football, and serves as a judge for 4-H and county dairy shows. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a broad network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary and nondiscretionary arrangements and maintains affiliations with broker-dealers and insurance agencies.

Allison Zech is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior experience includes roles at Pruco Securities, The Prudential Insurance Company of America, Centra Credit Union, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Boggs is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993 and Baird since 2019. Outside of his advisory work, he is a member of TIPTON Partners LLC, where he co-manages and maintains a building, and serves on the board and investment committee of the Southwest Indiana Church of the Nazarene. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Trina Tracy is a CFP® certified financial advisor with 38 years of industry experience, currently associated with Raymond James Financial Services Advisors and JCBank in Seymour, IN. Her career includes extensive roles in financial services dating back to 1997, with prior positions at Vision Financial Group and involvement with the Mutton Creek Homeowners Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Zane Clayburn is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at JCB Investment Services, Old National Bank, Cummins, Jackson County Bank, Kay Jewelers, and Sunglass Hut. He has experience supporting financial advisors and banking operations in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Patrick Baltus is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Samantha Wesner is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2015. Outside of her advisory role, she is involved in managing family farm operations that include crop production and cattle. 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 network of financial advisors and branch offices across the country.

Matthew Baker is a financial advisor with Edward Jones in Seymour, IN, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2020 and previously worked for four years with Bartholomew Consolidated School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrea Hall is a financial advisor with Edward Jones in Seymour, IN, holding the CFP® certification and Series 66 license. She has 12 years of industry experience, all with Edward Jones since 2014. 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 advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Adam Jackson is a financial advisor with Edward Jones in Seymour, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a member of A&A Jackson Properties, a real estate business based in Brownstown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Galen Krumme is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Mainsource Bank, Jackson County Bank, and Securitas. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair on the Board of Directors for Lutheran Community Home, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs in municipal finance and employer retirement consulting.

Kaitlyn Craig is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Forest Hills County Club, First Tee, and Tri County Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors. The firm offers a range of advisory and investment solutions under a fiduciary standard.

Jacqueline Greathouse is a CFP® and ChFC® credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at Bartholomew Consolidated School Corporation. She is also co-owner of a home inspection business in Trafalgar, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated financial services beyond advisory offerings.

Keith Mensendiek is a financial advisor with Thrivent Investment Management and holds the Series 66 designation, with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Mensendiek serves as a Board of Director member for the Camp Lakeview Foundation, which supports recreational and religious programs in line with the Lutheran Church – Missouri Synod. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines thorough written recommendations and periodic reviews, allowing clients to integrate planning with managed-account services through a consolidated billing option.

Nicholas Sahm is a financial advisor at RBC Capital Markets with five years of industry experience and a Series 66 designation. His work history includes roles at Hale Industries, Indiana University-Purdue University Indianapolis, and JWF Specialty Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, utilizing a range of in-house and third-party investment managers and tailored strategies based on clients’ Advisory Risk Profiles.

Trent Shoemaker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at PricewaterhouseCoopers, Kittle Property Group, and The People's Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cliff Brock is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2006, including roles at its affiliated entities. Outside of his advisory role, he is employed as an associate at JCB Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Steven Shoemaker is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tonja Grant Couch is a financial advisor with Edward Jones in Seymour, IN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2021. Outside of her advisory role, she serves on the Business Advisory Board for Ivy Tech Columbus, IN. 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 access to separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated investment products and services under a fiduciary standard.

Joseph Fritts is a financial advisor with Thrivent Investment Management in Elizabethtown, Indiana, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he owns a small family business involved in furniture distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.