Todd Kenneth Caudle

Timothy Gottschalk is a financial advisor at Strategic Asset Management, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. He is also the president of Gottschalk & Company, CPA's, LLC, a CPA firm he has managed since 1998. Strategic Asset Management, LLC is a small registered investment adviser serving around 143 individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm integrates tax-related services with investment management and maintains formal policies on information security and elder-abuse protection.

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2022, he held various roles outside the financial sector, including positions at ABC Therapy and The Guidance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Mark Begley is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and 65 licenses and has been with Equitable Advisors since 1999, previously associated with AXA Advisors. Begley serves as a finance committee member at St. Benedict Parish and is a past Grand Knight of the Knights of Columbus. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individual clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and works with third-party asset managers, focusing on matching clients to suitable investment models and discretionary managers.

Zoey Stec is a Series 66 licensed financial advisor with Edward Jones, based in Atchison, KS, with several years of experience at the firm in various roles since 2024. Prior to her current position, she worked at Stagg Hill Golf Course and Blish-Mize, among other employers. She also has experience in entrepreneurship through Rox's Images. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alden Ensminger III is a financial advisor with Edward Jones in Atchison, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Ryan Halling is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Walmart. Halling holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.