Kurt Thomas Boggs

Jerald Yeager is a financial advisor at SYM Financial Advisors with 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 provides wealth management, financial planning, portfolio management, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process using a range of investment vehicles and strategies.

Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and a total of five years in the financial services industry. Prior to joining SYM, he worked at ProFed Credit Union for two years. He serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform and offers wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, institutions, charities, and businesses. The firm employs a top-down tactical asset allocation process combining fundamental and technical analysis to construct customized portfolios.

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

Richard Harrison is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with SYM Financial Advisors since 2013. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a tactical asset allocation process using model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Evan Stark is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with SYM Financial Advisors since 2018, following prior roles at KFG Wealth Management, LLC and Korhorn Financial Group. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion across 32 advisors, serving individuals including high-net-worth clients, pension and profit-sharing plans, charities, and businesses. The firm utilizes a top-down tactical asset allocation approach guided by an Investment Committee and offers both discretionary and non-discretionary portfolio management, including an automated investment program.

Janae O'Rourke is a CFP® and ChFC® with eight years of experience in the financial services industry. She currently works at SYM Financial Advisors and has previously been employed by Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion and serving around 1,800 clients, including high-net-worth individuals, pension plans, charities, and businesses. The firm employs a top-down tactical asset allocation process and offers a range of services including wealth management, financial planning, portfolio management, and qualified retirement plan consulting.