Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

Seth Windell is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Windell served on the Santa Claus Town Council for ten years, from 2013 to 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through fact-finding interviews, risk profiling, and a variety of implementation options.

Evan Daunhauer is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2018, following six years at Jhfn Sii. Outside of his advisory role, he serves as Co-Chair of Ferdinand Heimatfest, a charitable organization that raises funds for his town’s endowment, and is a member of the Board of Directors for the Dubois County Community Foundation. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options, supporting thousands of advisors and managing approximately $200 billion in assets.

Piper Lange is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Piper worked in various roles across banking, education, and physical therapy sectors. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Katherine Sigler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience at Kimball Hospitality and Kimball Office. In addition to her role at Raymond James, she works as an independent contractor financial advisor with Windell Financial Services. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Mitchell Patton is a financial advisor with Edward Jones in Ferdinand, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rental Car from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeffrey Bounds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Bounds served as a City Councilman for Huntingburg, Indiana, beginning in 2015. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation trading to BNY Mellon Advisors.

John Hoch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked at Lincoln Financial Advisors Corp from 2004 to 2025. In addition to his advisory role, he provides accident and health, disability, fixed annuity, and traditional life insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Richard Pflanz is a CFP®-certified financial advisor with Edward Jones, based in Huntingburg, IN, and has 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products.

Kelly Malone is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at Osaic since 2025 and previously spent 10 years at Lincoln Financial Advisors. Outside of her advisory role, Malone serves as a football official for the Indiana High School Athletic Association. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.