Melissa Budak

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked with ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Ehinger is also a managing partner of Katken Ventures, LLC, a personal venture capital investing business, and serves on the Board of Trustees at Trine University. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm uses diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

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.

Bridget Mcdermott is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes over two decades at Avantax Advisory Services and related firms prior to joining LPL Financial in 2021. Outside of advisory work, she is involved in tax preparation and accounting through Village Tax & Financial Services, LLC, as well as serving as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with insurance and credit products.