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 at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.

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 in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2010 and has been with CoreVision since 2023. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, and offers a wrap-fee program along with institutional custodial relationships and an automated portfolio platform.

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® with 12 years of industry experience. He currently works at TritonPoint Partners, LLC, where he has been since 2026. Prior to this, he held roles at Vivaldi Capital Management LP, Biechele Royce Advisors, TD Ameritrade, and Charles Schwab. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy informed by modern portfolio theory and uses a combination of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence.

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 the ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options within a wrap-fee program supported by institutional custodial relationships and an automated investment platform.

Andrea Lee is a CFP® with eight years of industry experience. She is currently affiliated with coreVISION Financial Group and has previously worked with LPL Financial. Outside of financial advising, Lee has been involved with the Shelby County Athletic Club for over two decades. coreVISION Financial Group is a team-based firm providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and offers a wrap-fee program alongside institutional custodial relationships and an automated platform.

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.

Joseph Heller is a financial advisor with CoreVision Financial Group, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Penske Logistics and Celadon Trucking Services. CoreVision Financial Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment philosophy with tactical portfolio adjustments and offers a wrap-fee program alongside the use of derivatives and margin in client accounts.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Edward Jones, and Pridgeon and Clay prior to joining coreVISION. Brett also served for twelve years at Knauf Insulation. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, using a mix of direct portfolio management, independent managers, and an institutional platform that supports automated portfolio construction and rebalancing.

Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Investment Planners Inc, Investment Planners Wealth Management, and 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 individuals, businesses, and retirement plans. The firm employs an open-architecture model with proprietary risk-based portfolios and emphasizes strategic asset allocation combined with active manager oversight.

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 with Fifth Third Securities, Inc. in Greensburg, IN, holding Series 63 and Series 65 credentials and five years of industry experience. Her career includes roles at Fifth Third Bank since 2018 and previous positions at Shepherd Distributing and Fohl's Flooring. Outside of her advisory work, she is involved in dog breeding as a side business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

James Stewart is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Independent Advisors, LLC, Raymond James Financial Services, Inc., and Morgan Stanley DW Inc. Outside of his advisory work, he serves as a basketball coach at Waldron High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives using various advisory programs, including third-party TAMPs and LPL-sponsored offerings.

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 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior work history at JPMorgan Chase Bank, JPMorgan Securities LLC, Comcast Cable Corporation, Pruvit, and Team BeachBody. Meghan has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Tonya Ruf is a financial advisor at Edward Jones in Shelbyville, IN, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2016. 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, and manages approximately $1.01 trillion in assets through a large 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 16 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, American Fidelity Securities, and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and supported by affiliates in implementation and portfolio services.

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Capitol Securities Management, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a broad network of advisors using various portfolio strategies and proprietary tools.

Crystal Neil is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Her prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp., as well as an earlier tenure at Edward Jones. Outside of her advisory work, she is involved in co-authoring chapters for books related to grief support and personal development, serves on the finance committee of COTA as a board member, and practices as a certified Reiki healer through her business within The Rewilding Collective LLC. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

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.

Scott Carmony is a financial advisor with LPL Financial in Shelbyville, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2018, he was involved with Carmony Wealth Management, Broker Dealer Financial Services Corp., Hardwick Capital Management, and Edward Jones. He is also a fiduciary for the Paul Kellam Family Trust. 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 access to third-party asset managers, supporting advisors with technology-driven research tools and a broad platform that includes insurance and credit solutions.