Philip Puetz is the sole advisor at Lifelong Investments in Lafayette, IN, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifelong Investments since 2003. Outside of advisory services, he is also licensed as an insurance agent and has experience as a bank employee. Lifelong Investments provides general financial planning and investment advice primarily to individuals, families, and trusts. The firm offers hourly and flat-fee consulting and recommends independent third-party money managers rather than managing client assets directly.

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.

Frank Turpin is the sole advisor at Turpin & Associates Inc in Lafayette, IN, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with Turpin & Associates Inc. since 1978 and has concurrent roles at Eneric Financial Services and F&J, INS. INC. since the late 1970s and 1980s. Turpin & Associates Inc. provides discretionary investment management and specialized financial advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a research-driven investment approach that integrates technical and fundamental analysis, offering a range of services from portfolio management to retirement and employee benefits planning, with a distinctive focus on charitable organizations and pension plans.

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.

Jared Wickes is a financial advisor at Capital Advisor Network with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Kennedy Wealth Group and Center Street Advisors. Outside of his advisory role, he is involved with Appalachian Strategy Group, a consulting firm that uses AI technologies for information and workflow management, where he also assists with tax equity and planning services. Capital Advisor Network is a six-advisor team providing discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, institutions, and charitable organizations. The firm uses data-driven, algorithmic investment strategies combined with tactical asset allocation and integrates technology platforms for portfolio monitoring and reporting.

Fred Brockman is a financial advisor with Capital Advisor Network in Jasper, IN, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at Capital Advisor Network since 2020 and previously at Estate Wealth Advisors, LLC and Center Street Securities, Inc. Outside of his advisory role, Brockman has operated Brockman Realty/Auction since 1990, providing real estate sales, education, and auction services. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to a diverse client base. The firm employs data-driven, algorithmic investment strategies and integrates technology and third-party managers in its portfolio management approach.

Peter Johnson is a financial advisor with Capital Advisor Network in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at CAN Wealth Management, Kennedy Wealth Group, Brookstone Capital Management, and Center Street Advisors. Outside of advisory services, he is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information and relationship management, and participates in tax equity and planning services with client referrals to a law firm. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in assets across over 1,150 client relationships. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services, emphasizing data-driven, algorithmic investment strategies and tactical asset allocation.

James Schumaker is a financial advisor at Optivise Advisory Services LLC with seven years of industry experience. He holds a Series 66 designation and has held roles at Cambridge Investment Research, OneAmerica Securities, and American United Life. Schumaker is also an independent insurance agent through Schumaker Financial. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisors. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary management with integrated technology and reporting tools.

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.

Ritchie Hoffman is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Hoffman has worked at BFC PLANNING, Inc. since 2016 and has been with Berthel Fisher & Company Financial Services, Inc. since 2009. He is also the owner and president of Hoffman Financial, a financial planning and insurance services business in Lafayette, IN. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Lori Calloway is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., Miller Howard Investments Inc., Foreside Fund Services, and Voya Investment Management. At Principal Advised Services, she provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is affiliated with Principal Financial Group, providing integrated access to affiliated products and services through a multi-team structure.

Richard Quirk is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 46 years of industry experience and has been with StoneX Advisors Inc. since 2015. Outside of his advisory role, he is the owner of Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement various investment strategies across multiple platforms.

David Sharp is a financial advisor at Calton & Associates, Inc. in Lafayette, IN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial before joining Calton & Associates in 2019. Outside of his advisory role, he is involved in sports management businesses, including ownership and financial management of local sports leagues and tournaments. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Stephen Barrett is a CFP® with 32 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC for 17 years and Sii Investments Inc for 9 years. Barrett is a member of IQ Companies, LLC, an entity that owns StrategIQ Financial Group. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and consulting, using a combination of centrally designed and customized investment strategies across traditional and alternative asset classes.

Brianna Madren is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance. Her prior roles include positions at Invst, LLC, Edward Jones, Tucker Insurance, and Faith Christian School. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach that combines fundamental, technical, cyclical, and charting analyses and operates through a network of investment advisor representatives under a multi-team structure.

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.

Diego De Los Santos is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of finance, he is a 20% owner of LIDC Hospitality Inc, operating Lupe’s Mexican Eatery in San Juan Capistrano, CA, and manages a small home farm business selling chicken eggs. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a large network of advisors. The firm provides both discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

Laura Hyser Stigner is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Valic Financial Advisors since 2017 and has prior experience at CR Gibson and Ivy Tech Community College. Outside of her advisory role, she serves on the board of the Indiana American Saddlebred Horse Association, where she helps organize events promoting the American Saddlebred horse breed. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Glen Asbury is a financial advisor with Bankers Life Advisory Services, Inc. in Lafayette, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Bankers Life and its related entities since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. In addition to his advisory duties, he is a licensed insurance agent selling life and health insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm emphasizes individual client service with integration across affiliated broker-dealer and insurance entities.

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rena Noe is a financial advisor with LPL Financial in Lafayette, IN, holding the CFP® designation and Series 63 and 66 licenses. She has 25 years of industry experience, including prior roles at SII Investments Inc and Strategic Financial Group. Outside of her advisory work, she is a commissioned Notary Public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Matthew Meek is a financial advisor with LPL Financial and holds the Series 66 designation. He has 13 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services. Meek is also involved in tax preparation and accounting services through his own firm, Fisher & Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Luke Rutan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works in Lafayette, Indiana. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dailey Tingley is a Series 66 credentialed financial advisor with Edward Jones in Lafayette, IN, bringing three years of industry experience. Prior to joining Edward Jones, Dailey held roles with the Migrant Education Program and Purdue University and has been involved with Purdue Athletics since 2020. Outside of advising, Dailey serves as a substitute coach and faculty director for the Academy Boiler Juniors volleyball club. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Derek Fisher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Investment Services, and Security Federal Savings Bank Board. Fisher also operates Fisher & Associates, Inc., which provides tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.

M Mc Kitrick III is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2016 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a youth soccer referee with the United States Soccer Federation in his local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers affiliated mutual funds, tax-efficient services, and a trust company.

Avery Fisher is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL, Fisher held roles in various sectors including wellness, construction, and research. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Luke Lehe is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory roles, he held positions at White Lodging and taught at Purdue University and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing them. The firm integrates planning with managed-account services through its WealthPlan option, conducting periodic reviews while maintaining separate planning and portfolio management functions.

Travis Robinson is a ChFC® and Series 66 designated financial advisor with Edward Jones in Lafayette, IN, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Robinson serves as a school board member and coaches youth through high school football in Michigantown, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

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.

Tyler Isgrigg is a CFP® professional with 11 years of experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and is based in Lafayette, IN. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Cara Brovont is a financial advisor at Edward Jones in Lafayette, IN, with two years of industry experience. She holds a Series 66 designation and has previously worked at Cary and Associates, LLC, and LifeCare Services/Matrix LifeCare. Outside of her advisory role, she is connected to a wellness center franchise owned by her husband but does not have any responsibilities there. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm is known for its extensive network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Erik Roe is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Lafayette, IN since 2005. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves on the board of Faith Seminary in Lafayette, IN. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

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.

Cynthia Ringer is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a co-owner of WCR Miniature Herefords, a small cattle-raising business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping these services separate.

Jaret Snellenberger is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Creme de la Creme and MRO Supply. His background also includes roles at Ball State University and involvement in Snelly's Landscaping. 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, supported by a large nationwide network of financial advisors and branch offices.

Patricia Caliendo is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm is known for its extensive advisor network and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alek Stevens is a financial advisor with Edward Jones in Lafayette, IN, holding CFP® and Series 66 designations and with 12 years of industry experience. He has been with Edward Jones since 2013 and previously served eight years with the Indiana Army National Guard. 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, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Chase Isgrigg is a financial advisor at Edward Jones in Frankfort, IN, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Frankfort Commons Golf Course and Ball State University. 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 large network of financial advisors and branch offices nationwide.

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.

Shawn Whitcraft is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Key Investment Services, KEYBANK, Regions Bank, and Centier Bank before joining Cetera in 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

James Schlueter is a CFP® professional 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 Weaver Popcorn for four years. Outside of his advisory role, he is a partner and owner of Highline Capital Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Matthew Haskett is a CFP®-designated financial advisor with Edward Jones in Lafayette, IN, and has 18 years of industry experience. He has been with Edward Jones since 2013. 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 tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Deborah Mccormick is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been with LPL Financial since 2012 and has also worked at 1st Source Bank since 2011. In addition to her advisory roles, she serves as a notary public in Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Eric Anderson is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 10 years at Edward Jones and 5 years of industry experience overall. Prior to joining Edward Jones, he worked at Peoplescout for three years. 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, operating under a fiduciary standard.

Zachary Weathers is a financial advisor with Edward Jones in Lafayette, IN, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase bank NA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, 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.