Matthew Sanchez is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at TritonPoint Partners, LLC, and has previously worked at Vivaldi Capital Management LP, Biechele Royce Advisors, and TD Ameritrade. TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process based on modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hardwick Capital Management, LLC. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individual, business, and retirement plan clients. The firm utilizes an open-architecture model with proprietary, risk-based portfolios and offers a variety of advisory and manager services, including ERISA 3(21) and 3(38) arrangements.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, Indiana, holding a Series 63 license and 28 years of industry experience. His career includes positions at StoneX Securities Inc., Wrp Investments, Inc., and Fiducial Investment Advisors, Inc. Outside of advisory work, he is involved in several business ventures including ownership of a CPA firm, management roles in multiple liquor stores, a retail pharmacy, and serving as a bank director and golf course board member. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Colt Ryan is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Private Client Services, PCIA Wealth, and CFD Investments. Ryan serves on the finance committees of the Ripley County Community Foundation and the MMCH Foundation, and is involved with Main Street Economic Development in Batesville. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting and financial governance through its family office practice.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company in Batesville, IN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She previously worked at Fifth Third Securities from 2016 to 2022 before joining Huntington in 2022. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Their investment approach includes multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank offerings.

Jason Frey is a financial advisor at Money Concepts Capital Corp with 13 years of industry experience. He holds a Series 66 designation and is also the president and owner of Tri-County Financial, LLC, where he provides tax preparation and accounting services. Additionally, he owns Frey Finance LLC, an investment-related business. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches, utilizing third-party managers and platforms to provide both discretionary and non-discretionary portfolio management.

Loree Crowe is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2018. Outside of her advisory role, Crowe is involved in dog breeding. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and a tax-overlay service.

Andrew Moenter is a CFP® and ChFC® professional with four years of industry experience currently affiliated with Prime Capital Financial. His prior work includes service with Giesting Financial and the United States Air Force, where he served for five years. Outside of his advisory role, he is involved as an Admissions Liaison Officer for the Air Force, a board and finance committee member for Amack’s Well, and the owner and CEO of Midas Financial Group LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing various investment strategies and maintaining affiliated accounting and tax advisory subsidiaries.

Steven Dudley is a financial advisor at Money Concepts Capital Corp in Batesville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent 11 years at Kasco Mfg Inc. He is also employed at Tri County Financial LLC, where he prepares individual tax returns during tax season. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations through portfolio management, financial planning, and consulting. The firm employs a variety of managed programs and investment strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Susan Shook is a financial advisor with Money Concepts Capital Corp in Batesville, IN, holding a Series 63 designation and 26 years of industry experience. She has worked with Money Concepts Capital Corp since 1999 and is also involved with Triple Check Tax. Outside of her advisory role, she participates in tax preparation and accounting at Tri-County Financial, where she meets with clients and supervises staff. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Joni Dunn is a CFP® and holds a Series 66 license, with 13 years of industry experience. She 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Peter Mack is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. He previously worked for Securities America Advisors, Inc. for 15 years and operates his own CPA firm providing tax, accounting, and consulting services. Outside of his advisory work, he is involved in community organizations including serving on various finance committees, nonprofit boards, and as a soccer referee. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a range of investment and financial planning solutions. The firm utilizes firm-provided asset-allocation tools and supports discretionary and non-discretionary portfolio management, incorporating third-party money managers and wrap programs.

Jared Holcomb is a financial advisor at Edward Jones in Greensburg, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Cummins Inc for 14 years. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.

Joshua Miller is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Miller serves as Vice President on the Board of Directors for the Heritage of Hope Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Austin Compton is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Belden, Inc. for five years and attended Indiana University Bloomington. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Westhafer is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Robert Baird & Co. and Hilliard Lyons. Outside of his advisory role, he is co-owner of Same Chips LLC, a mortgage-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

David Gill is a Series 66 licensed financial advisor with Edward Jones in Greensburg, IN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Tyler Oda is a financial advisor with Edward Jones in Batesville, IN, holding CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Oda serves on the board of ArtsView Children's Theatre in Longview, TX, contributing to marketing and fundraising efforts. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and notable for its extensive advisor network and affiliated capabilities.

Kimberly Jones is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Moore is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Moore is involved in business ownership through Different Chips, LLC, which manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver personalized, tax-efficient retirement income recommendations.

Gregory Berkemeier is a financial advisor at Edward Jones in Batesville, IN, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he serves as Secretary of Decatur County REMC and owns and manages agricultural and rental property businesses. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Morgan Denham is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Greensburg, IN since 2018. Prior to joining Edward Jones, Denham worked at Purdue University from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tricia Johnson is a financial advisor at Edward Jones in Greensburg, IN, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment in 2017-2018, and previously spent 15 years at Southeastern Career Center. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.

Theresa Schwering is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior experience includes roles at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lisa Murray is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at LPL Financial, LLC for seven years. Outside of her advisory role, she is the CEO of Healing Art & Soul, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Daniel Anderson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and over 24 years of industry experience. He has worked at Raymond James Financial and affiliated entities since 2002 and concurrently serves as Vice President and Program Manager at JCB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports advisory programs with a focus on technology, municipal advisory services, and specialized retirement plan consulting.

Lucas Watkins is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior work includes roles at FedEx, UPS, and several other companies before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

James Hedrick is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Spencer Burkert is a Series 66-licensed financial advisor with Ameriprise in Greensburg, Indiana, and has six years of industry experience. Prior to joining Ameriprise in 2020, he held positions at Aldi Supermarket, Hillenbrand, Inc., Mubea North America, Greensburg Community Schools, and the University of Cincinnati. He serves on the Boards of the Decatur County Memorial Hospital Foundation and the Decatur County Family YMCA. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party tools within a managed account structure.

Angela Messer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. Prior to joining Ameriprise, she worked for J.J.B. Hilliard, W.L. Lyons, LLC for 10 years. She is also the owner of A. M. Messer Partners, LLC, an entity organized to manage office and business expenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.