James Wolfe

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

Mark Tipmongkol is a Series 66-licensed financial advisor with First Command Advisory Services, bringing two years of industry experience. He also works as a Senior Systems Engineer at NewBridge Partners, where he develops technical requirements and documentation for advanced space systems. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products through a vertically integrated platform. The firm emphasizes advisor-led planning relationships and structured 12-month engagements with tailored financial coaching and model portfolio management.

Mylon Logan is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2010 and has concurrently served at Aag Securities, Inc. and Grant County State Bank since 1998. Outside of his advisory roles, he serves as the treasurer and board member of Westview Wesleyan Church. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a variety of financial planning and portfolio management services through a combination of advisor consultation and programmatic management.

Piercen Harnish is a CFP® professional currently with Kestra Advisory, where he has worked since 2023. He has six years of industry experience, previously working with Shelton Financial Group and Ash Brokerage. He serves on the board of Family Centered Services, an organization involved in community fundraising activities. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, and a range of managed solutions, serving clients such as sovereign wealth funds and large institutional investors.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.