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.

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.

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.

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.

Henry Hampton is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has been with Thrivent and its related entities since 2016 and previously worked at Global Financial Private Capital, Inc. Hampton serves as a board member for the Reach Out Pregnancy Center, a nonprofit organization supporting women and families through pregnancy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for its planning engagements.

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.

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.

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.

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.

Michael Reed is a financial advisor with Fidelity and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 13 years at Ameriprise Financial Services and four years at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios and model-based solutions.