Christine M Bogan

Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Kenneth Van Houten is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including roles at Edward Jones and Horace Mann Investors. Outside of his advisory work, he is the owner of Fenwick Farms Brewing Company, a business based in Rensselaer, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Brock Hurley is a Series 66 licensed financial advisor affiliated with LPL Financial in Rensselaer, Indiana. He has held advisory roles at Bravo 4 Financial and LPL Financial since 2026. His prior work experience includes positions at Purdue University, M&R AG Services, and Rensselaer Central School Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Yallaly is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a commercial property business in Rensselaer, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including mutual funds and a trust company.