Donald House Jr. is a financial advisor with Spectrum Advisors Financial, LLC in Richmond, Indiana, holding a Series 65 credential and 16 years of industry experience. He has worked with Spectrum Advisors Financial since 2009 and SimpliFinancial LLC since 2018. Outside of his advisory work, Mr. House is involved in insurance services through his ownership of Secure Asset Financial Enterprises and SimpliFinancial LLC, and he also offers the sale of gold as a minor business activity. Spectrum Advisors Financial provides financial planning and advisory services to a range of clients including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and periodic reviews while placing client assets with third-party money managers, without accepting discretionary trading authority or custody of client assets.

Scott Clampitt is the sole advisor at Scott Clampitt, Registered Investment Advisor, located in New Castle, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to founding his independent firm in 2012, he worked with Highland Financial Management, American Equity Investment Corp, and Comprehensive Financial Consultants Institutional. His firm provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and corporate entities. The firm employs a long-term investment strategy incorporating both fundamental and technical analysis, developing Investment Policy Statements and conducting regular account reviews.

Richard Graham is a CFP® professional with 15 years of industry experience, currently serving at LifeCare Retirement Solutions Inc. He has held roles at firms including Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates Redclaw Crayfish USA, LLC, a crayfish hatchery supplying the restaurant industry. LifeCare Retirement Solutions is a fee-based financial planning firm that serves individual clients through customized planning engagements and referrals to third-party investment managers. The firm does not manage client portfolios directly but supports clients with ongoing planning, performance monitoring, and liaison services.

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 Series 66 licensed financial advisor with eight years of industry experience, currently serving at Vista Investment Partners. Her career includes roles at Level Four Financial, Cantella & Co., Inc., Raymond James & Associates, and Boston Bever Klinge Cross & Chidester. She is a minority owner and active administrator for 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 a combination of fundamental analysis and quantitative methods, with proprietary strategies that include growth, income, balanced, and market-rotation approaches.

Vicki Kelsey is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and 18 years of industry experience. She has worked at Parkwoods Wealth Partners since 2025 and previously spent 17 years at Shoreline Asset Management, LLC. In addition to her advisory role, Kelsey operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company, P.C. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

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.

Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He is also co-owner of Shore & Company, P.C., an accounting practice in New Castle, Indiana. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 designation and over six years of experience in the industry. He previously worked at Shore & Company, P.C. and Whitinger & Company before joining Parkwoods Wealth Partners. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs, supported by documented client objectives and ongoing portfolio monitoring.

Marion Shore Jr. is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and has worked previously at Shoreline Asset Management, LLC and jointly owns Shore & Company, P.C., an accounting practice. Shore serves as a director of Citizens State Bank and the Earlham College Foundation and is chairman of the finance committee for the Henry County Community Foundation. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, nonprofits, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cantella & Co., Inc. and J.P. Morgan Securities LLC. Outside of her advisory role, she is involved in multiple community and nonprofit organizations, serving as a troop leader for the Girl Scouts and holding board positions with local educational, philanthropic, and civic groups. 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 a variety of proprietary strategies and investment vehicles, including the use of bitcoin and covered-call overlays.

Amanda Norris is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked in education at Rushville Consolidated Schools and Shelbyville Central Schools. Outside of advising, she is an independent insurance agent affiliated with Norris Insurance Agency and Ted Norris Agency. 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 employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment vehicles, and offers model-based solutions through a subscription platform.

Travis Kohn is a financial advisor with LPL Financial in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include seven years at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also associated with First Bank of Richmond, operating a related business entity. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and credit services.

Anthony Talbert is a financial advisor with Edward Jones in Centerville, Indiana, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Talbert serves as President of St. Vincent de Paul in Richmond, Indiana, where he is involved in organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, 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 nationwide network of over 23,700 financial advisors.

Thomas Bevington is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for ten years and Milacron LLC for seventeen years. Outside of his advisory role, Bevington serves as a County Councilman At-Large for Fayette County, Indiana. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at 3Rivers Federal Credit Union and CUSO Financial Services LP. In addition to his advisory work, he is a self-employed author. 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 financial planning and asset management solutions supported by an in-house research team and a broad platform accommodating various investment strategies.

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 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves as president of Longbons Auctioneering, LLC, which conducts charity auctions. 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 variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Kylee Teague is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. Her prior work includes roles at Autocar and Draper Inc., with multiple periods at Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Erika Gilman is a CFP® professional with over 23 years of experience at Edward Jones, where she has worked since 2002. She holds Series 63 and Series 66 licenses and is based in New Castle, Indiana. Outside of her advisory role, she is connected to a family-owned Edward Jones office through her spouse. 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 across a broad network of advisors and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds.

Lee Hartman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at Simon Property Group, Brooksource, UPS, Manchester Farms, Legends Hospitality, LLC, and Legend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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 with Edward Jones in Richmond, Indiana, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Pago USA, Doden for Indiana, and various other organizations dating back to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Chad Harris is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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 Series 66-licensed financial advisor with LPL Financial, based in Richmond, Indiana, and has one year of industry experience. His prior work history includes roles at GuidePoint Financial, Amazing Angels, Heidelberg University, Arby's, and Hagerstown Jr.-Sr. High School. 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 financial planning and investment management solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

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.

Ryan Lawson is a financial advisor with Cetera based in New Castle, Indiana, holding a Series 66 license and having 10 years of industry experience. His career includes multiple roles within Cetera and affiliated entities since 2018, as well as prior positions at Regions Bank, OneAmerica Securities, American United Life, and Money Concepts Capital Corp. Cetera Investment Advisers serves a diverse client base including individuals, 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, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Derek Davis is a financial advisor with Edward Jones in Cambridge City, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Barking Cow and Dougherty Orchards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of approximately 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Michelle Frazier is a financial advisor with Edward Jones in New Castle, Indiana, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a member of Kiwanis International and serves as a voting member of the New Castle School Corporation Building LLC, which manages school facilities during bond issues. Additionally, she is a partner in The Rink, a local skating center. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Erika Hayes is a financial advisor with Edward Jones in New Castle, IN, holding a Series 66 designation and 12 years of industry experience. She 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 solutions supported by a large nationwide network of advisors and branch offices.

Daniel Davis Jr. is a financial advisor with Edward Jones in Richmond, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.