Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Grant Reeves is a financial advisor with coreVISION Financial Group in Shelbyville, IN. He holds a Series 66 designation and has six years of industry experience. In addition to his advisory work, Reeves is a licensed attorney and serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines traditional discretionary management with third-party implementation options, managing over $1.15 billion and employing a primarily long-term investment philosophy with tactical flexibility.

Brent Thoman is a financial advisor with coreVISION Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with coreVISION Financial Group since 2023 and has concurrently worked at LPL Financial since 2014. Outside of his advisory work, Thoman is involved in local youth sports as a basketball and baseball coach. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals—including high-net-worth clients—trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy supported by fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, stocks, bonds, options, and independent managers, while also incorporating third-party platforms for automated management and tax optimization.

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

Jason Pike is a financial advisor with coreVISION Financial Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at LPL Financial. He co-founded coreVISION Financial Group in 2023 and continues to provide investment advisory services through this independent firm. coreVISION Financial Group offers discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy with tactical flexibility and integrates traditional management with third-party options such as independent managers and automated ETF platforms.

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.

Paul Wilkin is a CFP®, CFA®, and Series 63 licensed financial advisor with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Hammond Associates since 2005. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm applies quantitative, mechanical analysis and momentum-based algorithms to portfolio construction and manages both separately managed accounts and a family of mutual funds.

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.

Anthony Ayers is a CFA® charterholder with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving individual investors and investment companies primarily through separately managed accounts and its family of open-end mutual funds. The firm employs a quantitative, mechanical investment approach based on momentum algorithms and manages portfolios through a wrap-fee program while maintaining its own mutual funds.

Beau Browning is a financial advisor with CoreVision Financial Group, holding a ChFC® designation and Series 63 license. He has 20 years of industry experience, including 16 years at LPL Financial and three years at CoreVision. CoreVision Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy that incorporates fundamental, technical, and cyclical analysis, offering customized portfolios that include mutual funds, ETFs, individual securities, options, and independent managers.

Andrea Lee is a financial advisor at coreVISION Financial Group with eight years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining coreVISION, she worked at LPL Financial and has longstanding involvement with the Shelby County Athletic Club. coreVISION Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that includes customized portfolios using mutual funds, ETFs, individual securities, and options, supported by a combination of traditional discretionary management and third-party solutions.

Eric Collier is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC, a team-based firm located in Columbus, IN, and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving around 1,080 clients primarily composed of non–high-net-worth individuals. The firm employs a quantitative, momentum-based investment approach rooted in the Sound Mind Investing newsletter, providing portfolio management through separately managed accounts and advising a family of open-end mutual funds.

Isaac Jones is a financial advisor at SMI Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has a background in education, having worked at Purdue University since 2019 and previously at Greenwood High School from 2012 to 2019. SMI Advisory Services manages approximately $949 million in discretionary assets and serves individual investors and investment companies, primarily non–high–net–worth clients. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolio allocations and simultaneously manages its own family of mutual funds while advising external clients.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 credential and has worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group manages over $1.15 billion with an 11-advisor team, offering discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, along with tactical adjustments, rebalancing, and tax management strategies.

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.

Scott Richards is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, Richards Insurance Agency, and Allstate Insurance Company. Richards serves as a board member for Decatur County Parks and Recreation and is a licensed official umpire referee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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.

James Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 23 years before joining Equitable Advisors in 2026. Outside of his advisory role, he coaches high school basketball and manages family farm trusts as a trustee. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

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.

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.

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.

David Phares II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he worked at DMET from 2005 to 2017. Outside of his advisory role, he is involved in concert promotion, operating a tribute band promoter business. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, corporations, and charitable organizations. The firm offers a range of advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Sarah Hugus is a financial advisor at Edward Jones in Shelbyville, IN. She holds a Series 66 designation and has been with Edward Jones since 2012. There are no notable outside business activities reported. 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.

Anthony Nigh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at PNC Investments before joining Raymond James in 2022. Outside of his advisory role, he is involved with Nigh Racing LLC, a family business supporting his son's auto racing activities, where he assists with financial oversight and car maintenance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting its large advisor network with specialized services including municipal finance and a SIMPLE IRA Employer Advisory program.

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.

Benjamin Purvis is a financial advisor with Edward Jones in Shelbyville, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, Purvis serves as the head varsity soccer coach for Shelbyville Central Schools. 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 affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Robert Plue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Greensburg, Indiana. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Bechert is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018, following six years at J.P. Morgan Securities. 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 with a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Meghan Haynes is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, Pruvit, Comcast Cable Corporation, and Team BeachBody. Meghan has been with Edward Jones since 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tonya Ruf is a Series 66-licensed financial advisor with Edward Jones in Shelbyville, Indiana. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Trevor Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Chase Bank, American Fidelity Securities, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, as well as MetLife Securities Inc. Barker has an interest in farmland real estate rental outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Crystal Neil is a CFP® and Series 66-credentialed financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2021 and previously spent nine years at J.P. Morgan Securities. Outside of her advisory work, she is a co-author of books focused on grief support and personal development, serves on the finance committee board for COTA, and operates a Reiki healing practice through The Rewilding Collective LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers a range of investment advisory programs with a fiduciary standard, supported by a large national network of advisors and offices.

Angela Messer is a CFP®-certified financial advisor with 17 years of industry experience, currently with Ameriprise since 2018. She previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 10 years. Messer is the owner of A. M. Messer Partners, LLC, an entity organized for office and business expenses. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Scott Carmony is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Carmony Wealth Management, Broker Dealer Financial Services Corp., and Hardwick Capital Management. In addition to his advisory work, he acts in a fiduciary capacity for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.