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.

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.

Gayle Ross is a financial advisor at Fiat Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors and Ross Financial Alliance. Outside of her advisory role, she is involved with LegalShield as a Sales and Business Solutions Specialist. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and tailored investment strategies.

Jessica Bokhart is a CFP® professional with 11 years of industry experience, currently serving at Market Street Wealth Management Advisors, LLC since 2006. She holds several community roles, including Treasurer of the Montgomery County Carnegie Museum Board of Directors, Vice President of the Women's Legacy Fund at the Montgomery County Community Foundation, and a paid board member of Crawfordsville Electric Light & Power. She also serves on the Investment Committee for the Montgomery County Community Foundation. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation-driven portfolios using mutual funds and ETFs, ongoing monitoring, and a range of service options including wealth management and retirement planning.

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.

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.

Joshua Kammerer is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is involved on a limited basis with Lebanon Berg Vault, a burial vault company providing cemetery services. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

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.

Kobie Fellure is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked in sports and entertainment with the Pacers organization and held various roles in education and service industries. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Jill Minkner is a financial advisor at The Huntington Investment Company with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with The Huntington Investment Company since 2014, including two years at Huntington National Bank. Outside of her advisory role, she operates a retail business selling items on Amazon and rents her pool through the Swimply app. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform that includes third-party sub-managers, wrap strategists, and proprietary models.

Bradley Gonso is a financial advisor with Edward Jones in Crawfordsville, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with the Crawfordsville Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including both discretionary and non-discretionary options. The firm manages over $1 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Justin Coleman is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Lafayette, IN, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Rick Dodson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at JP Morgan Chase and J.P. Morgan Securities. Outside of his advisory role, he occasionally serves as a youth soccer referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Zachary Schroeder is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, with a prior role at Northwestern Mutual. Outside of his advisory work, he manages a residential rental property in Whitestown, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors nationwide.

Tamara Turner is a financial advisor with Edward Jones in Lebanon, IN, holding a Series 66 designation and 16 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tyler Baer is a financial advisor with Edward Jones in Crawfordsville, Indiana, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains the building for his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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.

Caleb Jones is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Trevin Poole is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and 12 years of industry experience. He 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Kristen Miller is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

John Heinzinger is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at CUNA Brokerage Services and Teachers Credit Union. Outside of his advisory roles, he serves as Secretary of Artisan Masterpiece, Inc., a for-profit business. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Lutes is a financial advisor with OSAIC based in Crawfordsville, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years at Woodbury Financial. He is president of Lutes Wealth Management, a financial planning firm he has operated since 2011, and is involved in the sale of fixed insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and alternative investment options.

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.

Allen Woods is a Certified Financial Planner® with 27 years of industry experience. He has been with Edward Jones since 1998 and is based in Lebanon, IN. Woods serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jimmie Richardson is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at HomeTeam Inspection Service from 2014 to 2017. He holds a Series 66 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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.

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.

Melissa Acher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for 13 years. Her practice includes investment services located at Purdue Federal Credit Union. 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 financial planning and investment management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage capabilities.

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.

Caleb Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Scott Gambrel is a financial advisor with Edward Jones in Crawfordsville, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a partner in HGM Ventures LLC, a business formed to acquire property and other opportunities in Brookston, IN, where he takes a passive role. 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 through a large network of financial advisors and branch offices nationwide.

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.

Jeffrey Lewis is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Lewis Trading Group, LLC and held roles at Tansy Consulting, LLC and Gelber Group, LLC. 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 options through a large network of financial advisors and branch offices.

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.