Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked extensively with State Farm Insurance and its affiliated entities. Outside of advising, he serves as president of the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is vice-president of McLeish Enterprises LLC, a business offering golf simulator rentals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers supported by the firm’s integrated platform.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

James Fairchild is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience and holds a Series 65 designation. He also operates North Salem Wealth Strategies, where he provides investment and financial advice, including retirement accounts, insurance services, and Medicare plan education. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Cathy Foster is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63, 65, and 66 designations and previously worked at Woodbury Financial Services Inc. Foster operates an eBay business selling new children's clothing and volunteers on the allocation committee for the Vigo County Education Foundation, reviewing grant applications for local educators. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios.

William Doan Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations in discrete engagements across various financial planning needs.

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

Lottie Barcus is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked with Metropolitan Life Insurance Company and its affiliates from 1999 to 2017, and has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. In addition to advisory work, she is also an agent involved in life and annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jessica Leggette is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2021 and previously worked at Robert W. Baird & Co. since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm combines a large retail footprint with affiliated capabilities such as trust services and proprietary mutual funds.

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

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

Matthew Crooks is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera since 2019 and previously spent eight years at Foresters Financial Services. Outside of his advisory role, Crooks has been a bartender at Coach's Timeout Sports Bar & Grille since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Edward Hughes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial product sales and referral channels.

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

Mathew Ladendecker is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

John Tilley is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for over a decade at Technifab Products, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Kimberly Hughes is a financial advisor with Wells Fargo Advisors in Terre Haute, IN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she holds a 33% ownership interest in Ohio Boulevard Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services, including niche areas such as business-owner transition and special-needs analysis.

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

David Collins is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and bringing 43 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013 and has long-standing roles at Ohio National Life and Collins & Associates. Collins is also president and owner of Collins Financial Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary and third-party strategies with both discretionary and non-discretionary approaches.

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

Jennifer Jackson is a Series 66 licensed financial advisor with six years of experience at Edward Jones and five years prior experience at MutualBank. She is based in Greencastle, IN. Outside of her advisory role, she is the owner of an LLC that manages paid monthly rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brian Depasse is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Aeromind LLC/SILCA. Outside of his advisory work, he engages in woodworking projects as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Jackson is a Series 66–licensed financial advisor with Edward Jones in Greencastle, Indiana, where he has worked since 2015. He has 11 years of industry experience. Outside of advising, he owns a corporation that holds an office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating with a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

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

Amanda Laney is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of her advisory role, she is involved in real estate investment through ownership in two LLCs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes the use of firm-approved analytical tools and offers a range of planning programs, including a recent Divorce Planning service.

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

Evan Faro is a financial advisor with Edward Jones in Terre Haute, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he was self-employed and worked in VFX contracting, among other roles. Outside of finance, Faro gives saxophone lessons to local middle and high school students and is involved in event and promotional software coordination as a partner in a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Jacqueline Ellis is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Faro is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide-reaching network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kip Hollowell is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked with Raymond James Financial Services since 2014 and serves as Vice President at First Farmers Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations using tailored, non-discretionary strategies supported by advanced analytical tools. The firm offers a range of programs, including wrap-fee advisory and municipal advisory services, serving a broad client base through a large network of advisors.

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

Paul Clapp is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 credential and bringing 17 years of industry experience. He has been with 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and offices.

Max Short is a financial advisor with Edward Jones in Brazil, Indiana, holding the CFP® and Series 66 designations. He has eight years of industry experience, including two years at Terre Haute Savings Bank prior to joining Edward Jones in 2017. Outside of his advisory role, he is president of two LLCs involved in real estate leasing and forest management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Noble is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also operates Structured Wealth Management. Noble holds roles as an independent insurance agent and president of SMN Inc., reflecting involvement in insurance agency activities alongside his advisory work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, employing a variety of investment approaches across multiple platforms and custody arrangements.

Erich Raasch is a financial advisor with LPL Financial in Greencastle, IN, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with LPL Financial since 2009 and also maintains a position at Old National Bank since 2008. Outside of his advisory roles, Raasch serves as an ordained minister. 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, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

David Robertson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services through a nationwide adviser force.

Justin Clapp is a CFP®-certified financial advisor at Edward Jones with three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Ronald Blue Trust, and Charles Schwab & Co., Inc. 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 and affiliated investment products and operates under a fiduciary standard.

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

Lynsey Lunsford is a financial advisor with Edward Jones in Brazil, Indiana, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a member of KALL, LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

James Huxford is a Series 66 licensed financial advisor with Edward Jones, based in Terre Haute, IN. He has 18 years of industry experience, including 19 years with Edward Jones. Outside of his advisory role, he assists with cattle and property maintenance on a family farm and is occasionally involved with a vacation home rental business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Dierdre Llewellyn is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2022. She previously worked at CliftonLarsonAllen Wealth Advisors, LLC for 10 years and Valmark Securities, Inc. for 17 years. Outside of her advisory role, she performs bookkeeping for a family real estate business on a limited basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria.

Thomas Foster is a CFP® professional with 30 years of experience in the financial industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services Inc and Morgan Stanley, including Morgan Stanley Private Bank. Foster serves on the boards of the Terre Haute Rotary Club and the Crisis Pregnancy Center, and he is president of his local homeowners association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio management tools and supports both discretionary and non-discretionary accounts.