Mark Tipmongkol

Luke Mc Quade is a financial advisor at Full of Grace Financial in Roanoke, Indiana, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active asset allocation strategies, offers discretionary portfolio management, and is notable for its ERISA-focused retirement plan services within a small, two-advisor practice.

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Full of Grace Financial, Salway held roles at Northwestern Mutual Wealth Management Company, Vestia Personal Wealth Advisors, and several other firms. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm combines passive and active strategies, offers discretionary portfolio management, and incorporates third-party models, including the Betterment for Advisors platform.

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Wolfe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at American Portfolios for 16 years and has operated Wolfe Tax & Financial Services since 1999, where he provides tax preparation and accounting services. Wolfe is also a commissioned notary and has been involved in tax and business services through Keiffer & Wolfe Business Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services infrastructure.