Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Tyler Rogerson is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2021, also working at Fifth Third Bank since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Cathy Foster is a financial advisor at OSAIC with seven years of industry experience. She previously worked at Woodbury Financial Services Inc. from 2021 to 2024. Outside of finance, she operates an eBay business selling new children's clothing and serves on the allocation committee of the Vigo County Education Foundation, a nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a network of over 6,200 financial advisors.

William Doan Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at LPL Financial for 11 years before joining Wells Fargo Advisors in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.

Lottie Barcus is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked with Metropolitan Life Insurance Company and its affiliates from 1999 to 2017, and has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. In addition to advisory work, she is also an agent involved in life and annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jessica Leggette is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2021 and previously worked at Robert W. Baird & Co. since 2012. 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 nationwide network of more than 23,700 financial advisors. The firm combines a large retail footprint with affiliated capabilities such as trust services and proprietary mutual funds.

Samantha Brown is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Sycamore Insurance Associates and Abel Reed Williams LLC. Outside of her advisory role, she provides paraplanning support through Victory Grand Slam LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies.

Melvin Krueger is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Investment Planners Inc and Kru Co. He is also the CEO and president of a paper company, Small Business Group Inc., which is currently inactive. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Matthew Crooks is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he is involved in the hospitality industry as a bartender at Coach's Timeout Sports Bar & Grille. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed programs.

Edward Hughes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial product sales and referral channels.

Kristopher Comar is a financial advisor at Edward Jones in Terre Haute, IN, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a small family chicken and egg business involving his children. 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 investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mathew Ladendecker is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

John Tilley is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked for Technifab Products, Inc. for eleven 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kimberly Hughes is a financial advisor with Wells Fargo Advisors in Terre Haute, IN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she holds a 33% ownership interest in Ohio Boulevard Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services, including niche areas such as business-owner transition and special-needs analysis.

Frank Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nearly two decades at IPI Wealth Management and Investment Planners, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, delivering customized written Recommendation Reports that incorporate social security options, tax-smart withdrawal strategies, and detailed income planning. The firm combines research, modeling, and tax-efficiency analysis to produce tailored recommendations, supported by a centralized consulting team and algorithmic tools.

David Collins is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades with Ohio National Life and his own firm, Collins & Associates. Collins is also president and owner of Collins Financial Group. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Sonya Doty is a financial advisor with Ameriprise in W Terre Haute, IN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She previously worked for Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. and later Ameriprise. Doty is president of Shrood Services, Inc., a business involved in managing financial planning-related expenses, and also serves as office manager for Victory Grand Slam, LLC, an Ameriprise financial advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Jennifer Jackson is a Series 66 licensed financial advisor with six years of experience at Edward Jones and five years prior experience at MutualBank. She is based in Greencastle, IN. Outside of her advisory role, she is the owner of an LLC that manages paid monthly rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brian Depasse is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including a prior role at Aeromind LLC/SILCA. Outside of his advisory work, he engages in woodworking projects as a hobby. 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 nationwide network of financial advisors and branch offices.

Jeffrey Jackson is a Series 66–licensed financial advisor with Edward Jones in Greencastle, Indiana, where he has worked since 2015. He has 11 years of industry experience. Outside of advising, he owns a corporation that holds an office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating with a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Gordon Bryan is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bryan serves as a deacon on the board of Eastside Church of Christ and is involved in local business ventures including real estate partnerships and managing a joint business for payroll related to his advisory practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Minton is a financial advisor with Ameriprise in Terre Haute, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at First Financial Bank and Investment Professionals, Inc. He also owns SRM Corp, an S corporation established to manage his financial advisory practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Evan Faro is a financial advisor with Edward Jones in Terre Haute, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he was self-employed and worked in VFX contracting, among other roles. Outside of finance, Faro gives saxophone lessons to local middle and high school students and is involved in event and promotional software coordination as a partner in a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Jacqueline Ellis is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Faro is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 and operates a wide-reaching network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kip Hollowell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Terre Haute, IN, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at Raymond James since 2014 and is currently vice president of First Farmers Investment Group, a support company where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, with an emphasis on advisory and implementation-support services across brokerage, advisory, and managed account platforms.

Janet Volkers is a financial advisor with Ameriprise in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Investment Planners, Inc. for 22 years before joining Ameriprise Financial Services Inc. in 2018 and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing annual written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling to deliver tailored retirement income advice, with an emphasis on assets managed within Ameriprise accounts.

Paul Clapp is a financial advisor with Edward Jones in Terre Haute, Indiana, holding a Series 66 credential and bringing 17 years of industry experience. He has been with Edward Jones since 2008. 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 solutions, supported by a large nationwide network of financial advisors and offices.

Max Short is a financial advisor with Edward Jones in Brazil, Indiana, holding the CFP® and Series 66 designations. He has eight years of industry experience, including two years at Terre Haute Savings Bank prior to joining Edward Jones in 2017. Outside of his advisory role, he is president of two LLCs involved in real estate leasing and forest management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, 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.

Scott Noble is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research Advisors since 2017. Noble is also active as an independent insurance agent affiliated with Structured Wealth Management. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Erich Raasch is a financial advisor with LPL Financial in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2009 and also works with Old National Bank since 2008. Outside of his advisory work, he is an ordained minister. 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 a large network of investment adviser representatives.

David Robertson 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 since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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, along with institutional consulting and public finance capabilities.

Ronald Hodge is a CFP®-certified financial advisor with Raymond James Financial, based in Terre Haute, IN, with eight years of industry experience. His prior roles include positions at Valic Financial Advisors and The Valley Group Wealth Management. He serves as Treasurer and Finance Committee Member for the nonprofit Valley Professionals Community Health Center. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services supported by extensive research and offers access to a broad network of affiliate financial services.

Benjamin Bryan is a Series 66-licensed financial advisor with Ameriprise in Terre Haute, Indiana, and has seven years of industry experience. He previously worked at Wells Fargo Clearing and First Financial Bank. Bryan serves as Treasurer on the Board of Directors for the Eastside Church of Christ of Terre Haute and is co-owner of GordonRiley LLC, a business involved in managing advisory operations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, with a focus on clients meeting specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Lynsey Lunsford is a financial advisor with Edward Jones in Brazil, Indiana, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a member of KALL, LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

James Huxford is a Series 66 licensed financial advisor with Edward Jones, based in Terre Haute, IN. He has 18 years of industry experience, including 19 years with Edward Jones. Outside of his advisory role, he assists with cattle and property maintenance on a family farm and is occasionally involved with a vacation home rental business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Dierdre Llewellyn is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2022. She previously worked at CliftonLarsonAllen Wealth Advisors, LLC for 10 years and Valmark Securities, Inc. for 17 years. Outside of her advisory role, she performs bookkeeping for a family real estate business on a limited basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria.

Thomas Foster is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc and Morgan Stanley, where he held roles for over a decade. Foster is active in his community, serving as a board member for the Terre Haute Rotary Club and the Crisis Pregnancy Center, and he is president of his local homeowners association. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs an investment approach that integrates risk tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Taylor Farley is an advisor at MWA Financial Services Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining MWA Financial Services, Farley worked at Modern Woodmen of America, Quality Title Insurance, and held various roles in legal and public service sectors. MWA Financial Services Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.

Amanda Laney is a financial advisor with MWA Financial Services Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining MWA Financial Services, Amanda has held roles at Modern Woodmen of America and Approved Mortgage. Outside of her advisory work, she is involved in real estate through ownership and management of investment properties with Ascent Properties, LLC and Laney Properties, LLC. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance via its affiliation with Modern Woodmen of America.