Jeremy Rufener

Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Jordan Arnold is a CFP® with six years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., LPL Financial, First Bank of Berne, and iAB Financial Bank. Outside of his advisory role, Arnold is involved with the Wells County Dream Center and Wells County Lifewise, both nonprofit organizations where he serves in an uncompensated capacity. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services with a focus on individualized asset allocation and a combination of direct management and third-party 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.

Joseph Streveler is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 12 years with Legend Equities Corporation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning and portfolio management services.