Lorie Ann Garwood

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 with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

David Bresnahan is a financial advisor with OneAscent Financial Services LLC in Bluffton, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at CX Institutional, Community State Bank, and held various roles including researcher at Purdue University Fort Wayne. Outside of his advisory role, he is involved in academic research on the economics of satellite shielding at Purdue University Fort Wayne. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides asset management, financial planning, and consulting through multiple advisory teams and employs both team-managed and model-based investment approaches.

Joseph Streveler is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 12 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various advisor- and firm-managed investment programs, employing both strategic and tactical investment approaches.

Eric Blessing is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Young America Capital. Outside of his advisory role, he serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate for the Wells County Department of Child Services. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio offering available to select employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing and limited direct client trading.

Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.