Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Erin Mutton is a financial advisor at Pathway Financial Advisers, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Larson Financial Securities, Simcox Financial Services, and Raymond James Financial Services. Outside of her advisory role, Erin serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by offering discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across 759 client relationships and uses a combination of fundamental and technical analysis within a documented investment policy framework.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 designation and 11 years of industry experience. He has been with Pathway Financial Advisers since 2014 and concurrently serves as a 50% partner in Pfister & Miller Inc, an accounting and tax practice. Outside of financial advising, Miller is part owner of a grain farming business, Lace & Ace Farms, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across about 759 client relationships, employing both fundamental and technical analysis in its investment approach and offering services that include acting as an ERISA fiduciary when engaged.

Andrew Renninger is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he worked at ProFed Credit Union and has held teaching positions at Purdue University, Norwell High School, and Norwell Middle School. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of experience in the industry. His prior roles include positions at Ash Brokerage and Lincoln Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis to allocate across various asset classes, including individual equities, fixed income, ETFs, structured products, and private investment funds.

Alisha Norris is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at CX Institutional, LLC since 2022. She previously worked at LPL Financial and Dekko Investment Services from 2013 to 2022. Norris participates in community investment committees, including Junior Achievement of Northern Indiana and the Community Foundation of Greater Fort Wayne. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside custom client solutions.

Tanner Echenoz is a financial advisor at CX Institutional, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Ash Brokerage and Kelley Automotive. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

Hannah Williams is a financial advisor at Prospera Financial Services, Inc. with a Series 66 designation and five years of industry experience. Her prior work includes roles at Five Lakes, Sylvan Cellars, and East Noble. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services across multiple platforms, utilizing both firm and third-party models with discretionary and non-discretionary management options.

David Hefty is a Certified Financial Planner® at CX Institutional, LLC with 26 years of industry experience. He previously worked at Hefty Wealth Partners and LPL Financial, LLC. Outside of his advisory role, he is involved in managing family farming operations through Acacia Ranch, Inc. and Hefty Farms, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management and financial planning through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

Stacy Hefty is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining CX Institutional in 2018, Hefty worked at Hefty Wealth Partners, Inc. and LPL Financial. Outside of advising, Hefty is involved in agricultural business operations through ownership of farm-related entities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management and financial planning through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of investment vehicles.

Heston Terzo is a financial advisor at CX Institutional, LLC with a Series 65 designation and no prior industry experience. His background includes roles outside finance, such as operating Lincoln Speakeasy Taproom and work in education and power systems. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized portfolios and integrating financial planning with advanced technology tools.

Brady Mc Bride is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CX Institutional since 2021. Prior to that, he held roles in mortgage lending and various other positions outside the financial industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Tyler Rickert is a Series 65-licensed financial advisor at CX Institutional, LLC with three years of industry experience. Prior to joining CX Institutional, he worked at Saint Francis and Ivy Tech. Outside of finance, he owns and operates Kustom Apparel, a screen printing and embroidery business. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Brian Neal is a financial advisor at CX Institutional, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Wealth Partners, LLC, LPL Financial, and Hefty Wealth Partners, Inc. Mr. Neal has been involved in client transition services between CX Institutional and Personal Wealth Partners. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

William Ternet is a financial advisor at CX Institutional, LLC, holding a Series 65 designation. He joined the firm in 2023 and has prior experience working in various municipal roles, including positions with the City of Auburn, County of DeKalb, and City of Fort Wayne. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a broad range of asset classes and specialized strategy portfolios.

Elizabeth Tulloch is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at Galecki Financial Management and Lincoln Financial Group, among others. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.