Donald House Jr. is the principal advisor at Spectrum Advisors Financial, LLC in Richmond, Indiana, with 17 years of industry experience. He holds a Series 65 designation and has worked at SimpliFinancial LLC since 2018 and Spectrum Advisors Financial since 2009. In addition to his advisory work, he owns and operates insurance businesses and also offers the sale of gold as a side activity. Spectrum Advisors Financial provides financial planning and advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and ongoing reviews while recommending third-party money managers to implement investment strategies, without taking custody of client assets.

Matthew Golliher is a financial advisor at Vista Investment Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. Outside of his advisory role, he is involved as a bitcoin consultant and is a partner in entities focused on bitcoin wealth management. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through various proprietary strategies, including the use of bitcoin as a long-term holding or target allocation.

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities, Raymond James, and Cantella & Co., Inc. Outside of her advisory role, she is active in community organizations such as the Girl Scouts as a troop leader and serves on multiple nonprofit boards including the Indiana University East Chancellor’s Advisory Board and the Wayne County Indiana Foundation Finance Committee. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and mean-variance optimization, with proprietary strategies that include growth, income, balanced, and market-rotation approaches.

Gavin Dues is a financial advisor with Harbour Investments, Inc. in Eaton, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Harbour Investments since 2012 and also operates Dues Wealth Management LLC and Dues & Dues Partnership. Outside of his advisory roles, he is an independent insurance agent and is involved with Dues Law, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management options, including model-based solutions through a subscription platform.

Travis Kohn is a financial advisor with LPL Financial based in Richmond, Indiana, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining LPL Financial and First Bank of Richmond in 2020, he worked seven years with JPMorgan Securities LLC and JPMorgan Chase Bank. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services offering.

Anthony Talbert is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Talbert serves as president of St. Vincent de Paul in Richmond, Indiana, where he is involved in long-term and short-term planning for the organization. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Thomas Bevington is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for ten years before joining LPL Financial. In addition to his advisory role, he serves as a County Councilman At-Large in Fayette County, Indiana. 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 institutional platforms.

Gary Buchanan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. He has been associated with Edward Jones since 2014. 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 network of financial advisors and branch offices nationwide.

Joshua Stultz is a financial advisor with LPL Financial in Richmond, Indiana, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Edward Jones, and CUSO Financial Services LP. He is also a self-employed author since 2014. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Tracy Saunders is a financial advisor with J.P. Morgan Securities in Richmond, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Brian Longbons is a financial advisor with LPL Financial in Richmond, Indiana, holding a Series 66 designation and 24 years of industry experience. He previously worked at A.G. Edwards & Sons and Wells Fargo Clearing before joining LPL Financial in 2008. Outside of his advisory role, he serves as president of Longbons Auctioneering, LLC, which conducts charity auctions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment services to individuals, retirement plan participants, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad set of financial products and services.

Kylee Teague is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work history at Autocar and Draper Inc. Teague has no notable outside business activities reported. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Gilman is a financial advisor with Edward Jones in Richmond, Indiana, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Gilman also owns his Edward Jones office in Richmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Nathan Shoup is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he also works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Mullin is a financial advisor at Edward Jones in Richmond, Indiana, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mullin coaches boys golf at Hagerstown High School and women's golf at Indiana University East. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Wesley is a financial advisor with Ameriprise in Richmond, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of advising, he is a co-owner of Wesley Bates WMS LLC, an entity related to financial expense management. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to produce tailored, non-discretionary advice primarily for assets managed within Ameriprise accounts.

Trent Reichley is a financial advisor at Edward Jones in Centerville, IN, holding a Series 66 designation. He has one year of industry experience and has previously worked at Pago USA, Doden for Indiana, and other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Chad Harris is a financial advisor with Raymond James & Associates in Richmond, Indiana. He holds a Series 66 designation and has 18 years of industry experience, with 16 of those years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Donald Bates Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of his advisory role, Bates serves as Senior Pastor and Music Director at Beech Grove Independent Nazarene Church and is Chairman of its Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Camden Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at GuidePoint Financial for four years and has additional experience in educational and service roles. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Devin Hornsby is a financial advisor at Edward Jones in Connersville, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Merit Board Member for the Fayette County Sheriff's Department, assisting with personnel decisions. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wilbur Teague is a Series 66-licensed financial advisor with Edward Jones in Hagerstown, Indiana, where he has worked since 2007, accumulating 19 years of industry experience. Aside from his advisory role, he has ownership in a building rental business. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Wales III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his role at Ameriprise, he is involved with Beyond Wealth Advisors LLC, where he manages an advisory business and provides financial planning and investment advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Sydney Dulle is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Protective Life Insurance Company and Concourse Financial Group Securities Inc. Outside of finance, she has experience working at Aston Oaks Golf Club and the University of Cincinnati. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Susan Mullin is a financial advisor at Edward Jones in Richmond, IN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Better Homes and Gardens First Realty Group from 2009 to 2017. 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 nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Todd Darr is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eaton, Ohio. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he manages rental properties in Eaton, Ohio. 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 maintains affiliated capabilities such as mutual funds and a trust company, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Davis Jr. is a financial advisor at Edward Jones in Richmond, IN, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.