Kenneth Ehinger

Melissa Budak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with KeyBank and its affiliated firms since 2000. Outside of her advisory role, Budak volunteers with Junior Achievement, teaching K-12 students financial literacy and entrepreneurship skills. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

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 24 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at Raymond James Financial Services and F&M Bank. In addition to his advisory work, he is an independent insurance agent with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of account platforms and third-party strategists to deliver investment advice through its network of independent Financial Professionals.

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® with 27 years of experience in the financial industry. She has been with Edward Jones since 1998. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Derek Shaw is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2006. Outside of his advisory role, Shaw serves as chairman of the Bronson Brownfield Redevelopment Authority and the Bronson Downtown Development Authority, and coaches junior high boys basketball for Bronson Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.