Cory Ray Reckard

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

David Bresnahan is a financial advisor with OneAscent Financial Services LLC in Bluffton, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at CX Institutional, Community State Bank, and held various roles including researcher at Purdue University Fort Wayne. Outside of his advisory role, he is involved in academic research on the economics of satellite shielding at Purdue University Fort Wayne. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides asset management, financial planning, and consulting through multiple advisory teams and employs both team-managed and model-based investment approaches.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and 41 years of industry experience. His career includes positions at Lincoln Investment, Legend Equities Corporation, and Edward Jones. Outside of his advisory work, Mr. Covington serves on the board of a faith-based camp and retreat center and volunteers on the finance committee of a homeless shelter and food pantry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Joseph Streveler is a financial advisor with Lincoln Investment in Bluffton, Indiana, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Legend Equities Corporation and PRUCO Securities, LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team, with many client relationships being advisor-led and tailored to individual objectives.

Keith Blythe is a financial advisor at CWM, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Old National Bank, LPL Financial, SSN Advisory, and Concourse Financial Group Securities. Blythe also operates under the DBA Bixler Financial, providing brokerage and advisory services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, focusing on retirement plans, institutional services, and a suite of advisory offerings.

Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at PNC Investments since 2016 and previously spent two years with Young America Capital. Outside of his advisory role, Eric serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate (CASA) for the Wells County Department of Child Services. He is also a professor at Purdue University. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.