Terry Dupont

Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.

Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, a tax preparation and accounting business he has run since 1999. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Stephanie Atkinson is a financial advisor with Edward Jones in North Manchester, IN. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she has experience with Kansas State University College of Veterinary Medicine, Cargill, and several other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.