Larry Moss is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Silver Oak Securities, Incorporated and has held prior roles at Northwest Bank, LPL Financial, and his own firm, Moss Wealth Advisors, LLC, where he serves as President and Managing Partner. Outside of his advisory work, Moss is actively involved in community service as a board member of Clay County Community Corrections, an executive vice-president for Thrive West Central EDC, and a Clay County Councilman. Silver Oak Securities, Incorporated 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 offers a range of advisory programs and employs a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models.

Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.

Samantha Brown is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Sycamore Insurance Associates and Abel Reed Williams LLC. Outside of her advisory role, she provides paraplanning support through Victory Grand Slam LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies.

Melvin Krueger is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Investment Planners Inc and Kru Co. He is also the CEO and president of a paper company, Small Business Group Inc., which is currently inactive. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Kristopher Comar is a financial advisor at Edward Jones in Terre Haute, IN, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a small family chicken and egg business involving his children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Tilley is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for over a decade at Technifab Products, Inc. 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 under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Frank Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nearly two decades at IPI Wealth Management and Investment Planners, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, delivering customized written Recommendation Reports that incorporate social security options, tax-smart withdrawal strategies, and detailed income planning. The firm combines research, modeling, and tax-efficiency analysis to produce tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Sonya Doty is a financial advisor with Ameriprise in W Terre Haute, IN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She previously worked for Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. and later Ameriprise. Doty is president of Shrood Services, Inc., a business involved in managing financial planning-related expenses, and also serves as office manager for Victory Grand Slam, LLC, an Ameriprise financial advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Gordon Bryan is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bryan serves as a deacon on the board of Eastside Church of Christ and is involved in local business ventures including real estate partnerships and managing a joint business for payroll related to his advisory practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Minton is a financial advisor with Ameriprise in Terre Haute, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at First Financial Bank and Investment Professionals, Inc. He also owns SRM Corp, an S corporation established to manage his financial advisory practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Janet Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. in 2018 and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing annual written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling to deliver tailored retirement income advice, with an emphasis on assets managed within Ameriprise accounts.

William Gray Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lindsey Langhans is a financial advisor with UBS Financial Services in Worthington, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Centric Investment Group INC, and Wambolt & Associates, LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Benjamin Bryan is a Series 66-licensed financial advisor with Ameriprise in Terre Haute, Indiana, and has seven years of industry experience. He previously worked at Wells Fargo Clearing and First Financial Bank. Bryan serves as Treasurer on the Board of Directors for the Eastside Church of Christ of Terre Haute and is co-owner of GordonRiley LLC, a business involved in managing advisory operations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, with a focus on clients meeting specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.