Andrew Scott Lewis

Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.

Kristen Watson is a CFP® professional with seven years of experience at SYM Financial Advisors in Winona Lake, IN. She joined the firm in 2017 after completing full-time education from 2015 to 2019. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm uses a top-down, tactical asset allocation approach employing model portfolios, mutual funds, ETFs, and alternatives, with discretionary and non-discretionary management options.

Jerald Yeager is a financial advisor with SYM Financial Advisors, holding 27 years of industry experience. He has been with SYM Financial Advisors since 1997. Yeager serves on the boards and investment committees of several charitable organizations, including 2nd Mile Missions, Grace College, and K21 Health Foundation. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm uses a top-down, tactical asset-allocation approach implemented through model portfolios, mutual funds, ETFs, and alternative investments, offering discretionary and non-discretionary management with ongoing committee oversight.

Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and five years of industry experience in total. Prior to joining SYM Financial Advisors, he worked at ProFed Credit Union for two years. He serves as treasurer for Northeast Indiana Public Radio, providing financial advice to the charitable organization. SYM Financial Advisors is an employee-owned, multi-team SEC-registered firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and other investment tools, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

Richard Harrison is a Series 65-credentialed financial advisor with 18 years of industry experience. He has worked at SYM Financial Advisors since 2013, following earlier roles at Uvest Financial Services Group, Inc. and Harrington Wealth Management Co. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate entities. The firm employs a top-down, tactical asset-allocation strategy implemented through model portfolios, mutual funds, ETFs, and various alternative investment vehicles.