Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.

Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Redwood Tax Specialists since 2021 and previously led the Dupont Advisory Group for 15 years. He is also the owner of Dupont & Associates, where he is involved in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, and tactical strategies and offers access to third-party managers and specialized investment instruments.

Brian Arnold is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with various Charles Schwab entities since 2013 and has managed a property management company, Happy Homes, LLC, since 2001. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. 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 more than 23,700 advisors.

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. 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 network of advisors and branch offices.

James Wolfe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at American Portfolios for 16 years and has operated Wolfe Tax & Financial Services since 1999, where he provides tax preparation and accounting services. Wolfe is also a commissioned notary and has been involved in tax and business services through Keiffer & Wolfe Business Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services infrastructure.

Jaxon Seaney is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Menards and Kohl’s, and he has experience in education through his previous role at Tippecanoe Valley Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment strategies and access to third-party asset managers and wrap programs.

Stephanie Atkinson is a Series 66-credentialed financial advisor with Edward Jones, based in North Manchester, IN, and has one year of industry experience. Prior to joining Edward Jones, she held roles at Kansas State University College of Veterinary Medicine and Cargill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Beacon Credit Union, CUNA Brokerage Services, Vanderbilt Securities, Mercap Securities, and Ash Brokerage. He is based in North Manchester, Indiana. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Jarrod Mckee is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Osaic since 2018 and previously spent two years with Signator Investors, Inc. In addition to his advisory role, Mckee volunteers on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Baer is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he spent two years at Dairyland Seed and fifteen years at Brodbeck Seeds. Outside of his advisory role, he serves as president and bookkeeper of a family-owned agricultural corporation that owns tillable farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sandra Atkinson is a CFP® professional with 29 years of experience at Edward Jones, where she has worked since 1996. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the advisory board of a nonprofit radio station and has been involved in agricultural and community activities, including serving as past president of a local homemakers club and co-trustee of a family trust. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Riley Jones is a CFP® certificant with two years of industry experience. He is currently with Edward Jones, having previously worked at Vanguard and held various roles at Purdue University. Outside of his financial advisory career, he has experience working at a golf course and a local business called Southside Scoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of financial advisors and branch offices across the U.S.

Robert Jones is a financial advisor with Edward Jones in Peru, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Schneider Electric for 18 years. Outside of his advisory role, Jones coaches varsity and middle school soccer for the Maconaquah School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of approximately 23,701 financial advisors. 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.

Ryan Schmidt is a financial advisor with Edward Jones in Peru, Indiana, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, Schmidt owns a commercial rental property in Peru, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Laura Berryman is a financial advisor with Edward Jones in Peru, Indiana. She holds a Series 66 designation and has prior experience at Maconaquah School Corp, Hometown Federal Credit Union, and PNC Bank. She joined Edward Jones in 2023. 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 investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Amy Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds a Series 66 license and is based in Wabash, Indiana. Outside of her advisory role, she is an authorized signer for WDE Holdings, an LLC in Wabash, IN. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Wayne Denger is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and affiliated services, including a trust company and securities-based lending options.

Bradley Roberts is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Before his financial services career, he was employed at 1776 Sporting Club for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Benjamin Vineyard is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at OSAIC and the Investment Center at Crossroads Bank since 2022. Outside of his advisory roles, he owns Vineyard Forestry, LLC, a forestry consulting company established in 2016. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs various portfolio construction tools and offers integrated brokerage, advisory, and financial planning services.

Ronnie Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Raymond James Financial Services since 2001 and with Raymond James Financial since 2009. Outside of his advisory role, he is involved with Jackson Financial Group LLC, where he occasionally meets with clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains a municipal advisor affiliation that supports its public finance work.

Kristin Cunningham is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC and the Investment Center at Crossroads Bank, she worked at Southwood Elementary in the MSD of Wabash County for five years. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on a discretionary or non-discretionary basis.