Brian Kirschbaum is the principal advisor at Cherry Wealth Management LLC in Lebanon, Indiana. He holds a Series 65 designation and founded the firm in 2026. His prior work experience includes roles at Openlane, Aces Quality Management, and Aces Power Marketing. Outside of financial advising, he has worked as a sports official and referee since 2019. Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and wealth-management services to individuals, families, small business owners, and retirement investors, with a particular focus on families involved in travel sports. The firm uses a goals-based, long-term investment approach that incorporates fundamental and quantitative analysis, typically emphasizing low-cost passive funds with tactical overlays and tax-aware strategies.

Elaine Schamber is a CFP®-certified financial advisor with 25 years of industry experience. She is the principal of The Schamber Group, Inc., where she has worked since 2013, following a 16-year tenure at Cambridge Investment Research. Outside of her advisory role, she serves as a board member of the YMCA Foundation of Greater Lafayette and is a notary public. The Schamber Group, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, corporations, and pension or profit-sharing plans. The firm’s investment approach is tailored to client objectives and risk tolerance, employing techniques such as asset allocation and technical analysis, with a focus on non-discretionary account management.

Daniel Suiter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Schamber Group, Inc. in Lafayette, IN. He has worked at The Schamber Group since 2013 and previously held roles at Cambridge Investment Research Advisors, Inc. from 2009 to 2022. The Schamber Group, Inc. serves individuals, high-net-worth clients, corporations, and pension or profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored advice based on client objectives and risk tolerance, managing primarily non-discretionary accounts and utilizing techniques such as asset allocation and dollar-cost averaging.

Gayle Ross is a Series 65-licensed advisor at Fiat Wealth Management with four years of industry experience. She previously worked at Brookstone Wealth Advisors and operated Ross Financial Alliance and Ross Business Solutions, LLC. Ross also serves as a Sales/Business Solutions Specialist for LegalShield, providing voluntary employee benefits on a part-time basis. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-advisers, emphasizing tax-sensitive planning tools and offering services that include financial planning, discretionary portfolio management, pension consulting, and estate-planning access.

Jessica Bokhart is a CFP® professional with 11 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2006. She serves as Treasurer for the Montgomery County Carnegie Museum, is on the Investment Committee for the Montgomery County Community Foundation, and holds leadership roles with the Women's Legacy Fund and Crawfordsville Electric Light & Power board. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using a range of investment tools and third-party sub-advisors as part of its portfolio management approach.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.

Lori Calloway is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at firms including Miller Howard Investments and Voya Investment Management. In addition to her advisory role, she serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Joshua Kammerer is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2020 and at Edward Jones from 2006 to 2010. Outside of his advisory role, he is involved on a limited basis with Lebanon Berg Vault, a burial vault and cemetery services company. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and wealth management through a combination of in-house investment strategies, third-party managers, and alternative investments.

Steven Loveless is a financial advisor with United Advisor Group based in Cincinnati, OH. He holds a Series 66 designation and has eight years of industry experience. Prior to joining United Advisor Group, he worked at Cambridge Investment Research and Protiviti. Loveless is also CEO and CIO of Ironside Strategies, an investment management firm focused on a team-based, long-term approach. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and asset allocation strategies.

Torey Rauch is a financial advisor with PNC Wealth Management in Crawfordsville, Indiana, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he is the owner of Tillable Farmland, an agricultural enterprise. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Kobie Fellure is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience and previously worked in roles including at Pacers Sports and Entertainment and Plainfield Community High School. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with integration across KeyCorp affiliates and primarily manages assets on a non-discretionary basis using wrap-fee programs.

Jacob Riggen is a CFP® with four years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. in Lebanon, IN. His prior work includes roles at Northwestern Mutual Investment Services LLC and Shane Beaman. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a mix of discretionary and non-discretionary account management strategies, combining fundamental and technical analysis alongside model and manager-based approaches.

Bradley Gonso is a financial advisor with Edward Jones in Crawfordsville, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with the Crawfordsville Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including both discretionary and non-discretionary options. The firm manages over $1 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Justin Coleman is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds the Series 66 designation and is based in Lafayette, 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Fossnock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Quaker Oats and Frito Lay, Inc. His professional background includes roles in both the financial and consumer goods sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Jennifer Reagan is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Rick Dodson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase. Outside of his financial career, he occasionally referees youth soccer games. 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, including managed solutions and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Zachary Schroeder is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked at Northwestern Mutual and has been with Edward Jones since 2018, with a brief gap in 2019. Outside of advising, he manages a residential rental property in Whitestown, Indiana. 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.

Tamara Turner is a financial advisor with Edward Jones in Lebanon, IN, holding a Series 66 designation and 16 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tyler Baer is a financial advisor with Edward Jones in Crawfordsville, Indiana, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains the building for his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brian Reeves is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2020, he was affiliated with Raymond James Financial and Hamilton Financial Group, which he founded and operated before closing the business. 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 with an emphasis on fiduciary standards, supported by a large nationwide network of advisors and branch offices.

Austin Mccool is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Charles Schwab in 2018, he worked in healthcare staffing, chemical manufacturing, and retail. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and custody services through integrated wrap fee programs and managed accounts. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment programs.

Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Trevin Poole is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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.

Kristen Miller is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Kyle Lutes is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Woodbury Financial for 21 years before joining Osaic in 2024. Lutes is president of Lutes Wealth Management, a financial planning firm he owns and operates. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and multiple portfolio construction techniques to tailor investment strategies, including discretionary and non-discretionary management options.

Andrew Wehr is a financial advisor at Edward Jones in Frankfort, Indiana, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Allen Woods is a Certified Financial Planner® with 27 years of industry experience. He has been with Edward Jones since 1998 and is based in Lebanon, IN. Woods serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jimmie Richardson is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at HomeTeam Inspection Service from 2014 to 2017. He holds a Series 66 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Jaret Snellenberger is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to that, he held roles at Creme de la Creme, MRO Supply, Ball State University, and Snelly's Landscaping. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Chase Isgrigg is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Frankfort Commons Golf Course for two 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

Melissa Acher is a financial advisor with LPL Financial in Lafayette, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., Cuna Mutual Group, and Fifth Third Securities, Inc. She is also involved with investment services at Purdue Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.

Bret Capps is a financial advisor with Edward Jones in Frankfort, IN, holding the ChFC® and Series 66 designations. He has eight years of experience at Edward Jones and previously worked at Comcast for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Caleb Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Scott Gambrel is a financial advisor with Edward Jones in Crawfordsville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a partner in HGM Ventures LLC, a business formed to acquire property and other opportunities in Brookston, IN, where he takes a passive role. 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 and investment strategies through a large network of financial advisors and branch offices nationwide.

Renita Harris is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and has previously worked in retail roles, including at Torrid LLC. 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 operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial services.

Jeffrey Lewis is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Lewis Trading Group, LLC and held roles at Tansy Consulting, LLC and Gelber Group, LLC. 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 options through a large network of financial advisors and branch offices.

Eric Anderson is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 10 years at Edward Jones and a total of 5 years of industry experience. His career has been focused entirely at Edward Jones since 2016. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.