Daniel Scott Scharlach

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.

Melissa Budak is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at KeyBank and Key Investment Services since 2000. She volunteers with Junior Achievement, delivering financial literacy and entrepreneurship programs to K-12 students in her community. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and portfolio design by internal and third-party strategists.

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

Adam Smith is a CFP® and ChFC® with 25 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services and F&M Bank. He is also an independent insurance agent associated with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.