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.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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.

Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves 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 affiliated mutual funds.

Jaxon Seaney is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and has prior experience working at Menards, Kohls, and Tippecanoe Valley Middle School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated trust custody, insurance services, and collateralized lending.

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.

Trent Mc Bride is a financial advisor at Edward Jones in Huntington, Indiana, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he is involved in construction and trucking labor through McBride Bros. and manages farm operations in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporations, and charitable organizations. The firm offers various investment strategies and advisory services, 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.

Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers 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.

James Scheiber is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Scheiber serves on the boards of Historic Forks of the Wabash, a local historical park, and the Huntington County Community Foundation. 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 advisory programs and services through a nationwide network of over 23,700 financial advisors, managing approximately $1.01 trillion in assets.

Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.

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.

Tiffany Haupert is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to joining LPL, she spent 17 years with CUNA Brokerage Services, Inc. and has also been affiliated with Beacon Credit Union since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.