Morgan Lange

Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Courtney Rooze is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with OSAIC Institutions, Inc. since 2018. She also holds significant roles at Fowler State Bank, including Senior Agricultural Lender, Director, and incoming President/Director. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model supported by extensive banking and credit union partnerships.

Bernard Bouse is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through affiliated entities.

Kendra Applegate is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Adkev Inc., General Motors, Purdue University, and Benton Central High School. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach centers on model portfolios developed by its Research Department and third-party strategists, with access to various asset management programs and a broad range of securities and insurance products.