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.

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.

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.

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.

Gavin Dues is a financial advisor with Harbour Investments, Inc. in Eaton, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Harbour Investments since 2012 and also operates Dues Wealth Management LLC and Dues & Dues Partnership. Outside of his advisory roles, he is an independent insurance agent and is involved with Dues Law, LLC. 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 uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management options, including 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.

Robert Gilman is a financial advisor with Edward Jones in Richmond, Indiana, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Gilman also owns his Edward Jones office in Richmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Nathan Shoup is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Shoup works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

William Mullin is a financial advisor at Edward Jones in Richmond, Indiana, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mullin coaches boys golf at Hagerstown High School and women's golf at Indiana University East. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

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.

Mark Howard is a financial advisor with Edward Jones in Eaton, OH, holding a Series 63 designation and 32 years of industry experience. He has worked at Edward Jones since 2000 and is also associated with Westminster Financial Securities, Wright State University, and Day Air Credit Union, all since 1998. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Devin Hornsby is a financial advisor with Edward Jones in Connersville, Indiana, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for Fayette County School Corporation from 2012 to 2016. Additionally, Hornsby serves as a Merit Board Member for the Fayette County Sheriff's Department. 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 financial advisors, offering a range of advisory strategies and affiliated investment products.

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.

Sydney Dulle is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones, Sydney worked at Investment Distributors, Inc., Protective Life Insurance Company, and Concourse Financial Group Securities Inc. Outside of finance, Sydney has experience working at Aston Oaks Golf Club and Sam’s Club. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment options supported by a nationwide network of advisors and branch offices.

Susan Mullin is a financial advisor at Edward Jones in Richmond, IN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Better Homes and Gardens First Realty Group from 2009 to 2017. 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 with a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Todd Darr is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eaton, Ohio. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he manages rental properties in Eaton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains affiliated capabilities such as mutual funds and a trust company, supported by a nationwide network of more than 23,700 financial advisors.

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.