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.

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.

Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

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.

Bryan Heilman is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Delphi for ten years. Outside of his advisory role, he is a member of B & S Holdings LLC, an LLC established to purchase his branch building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

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.

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.

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.

Candace Gilles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at CFD Investments, Inc. and Sii Investments. Gilles is also involved in financial plan writing through cfd Planning Dept. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

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.

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.