Jocelyn Schultz

Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Richard Hawickhorst is a ChFC® credentialed advisor at Brücke Financial, Inc. with 43 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America for nearly four decades before joining Brücke Financial in 2018. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.

Douglas Schultz is a financial advisor at Smith, Moore & Co. with 30 years of industry experience. He has been with Smith, Moore & Co. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also licensed as an insurance agent, providing insurance services in the same office. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm combines advisor-managed accounts and third-party manager solutions, overseeing approximately $2.0 billion in client assets.

Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds a Series 66 designation and has been with Smith Moore since 2021. Outside of finance, he is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business he has operated since 2019. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that includes proprietary models, individual portfolio construction, and outsourced managers, offering a range of investments from stocks and bonds to alternative assets.