Kristen Nicole Watson

Jerald Yeager is a financial advisor with SYM Financial Advisors, holding 27 years of industry experience. He has been with SYM Financial Advisors since 1997. Yeager serves on the boards and investment committees of several charitable organizations, including 2nd Mile Missions, Grace College, and K21 Health Foundation. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm uses a top-down, tactical asset-allocation approach implemented through model portfolios, mutual funds, ETFs, and alternative investments, offering discretionary and non-discretionary management with ongoing committee oversight.

Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and five years of industry experience in total. Prior to joining SYM Financial Advisors, he worked at ProFed Credit Union for two years. He serves as treasurer for Northeast Indiana Public Radio, providing financial advice to the charitable organization. SYM Financial Advisors is an employee-owned, multi-team SEC-registered firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and other investment tools, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Richard Harrison is a Series 65-credentialed financial advisor with 18 years of industry experience. He has worked at SYM Financial Advisors since 2013, following earlier roles at Uvest Financial Services Group, Inc. and Harrington Wealth Management Co. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate entities. The firm employs a top-down, tactical asset-allocation strategy implemented through model portfolios, mutual funds, ETFs, and various alternative investment vehicles.

Evan Stark is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at SYM Financial Advisors since 2018 and previously at KFG Wealth Management, LLC and Korhorn Financial Group from 2015 to 2018. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporations. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and alternative investments, offering both discretionary and non-discretionary management with ongoing committee oversight.

Janae O'rourke is a CFP® and ChFC® with eight years of industry experience. She is currently with SYM Financial Advisors and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm offers integrated wealth management and employs a top-down, tactical asset allocation approach through model portfolios, mutual funds, ETFs, and alternative investments.

Michelle Hipskind is a CFP® with 23 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2016. Her prior experience includes roles at Shelton Financial Group, Inc. and Commonwealth Financial Network. She serves on the board of directors for Humane Fort Wayne, a charitable organization. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including high-net-worth individuals, qualified retirement plans, charities, and corporations. The firm employs a top-down, tactical asset allocation approach using model portfolios, mutual funds, ETFs, and private alternative investments, offering both discretionary and non-discretionary management.