Kenneth Johantges is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent for AGIA, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Brent Bascom is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Edward Jones, Fifth Third Bank, and United Community Bank. Brent also worked for the City of Rising Sun. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with over 300 advisors and a large client base, focusing primarily on non-discretionary asset management rather than standalone financial planning or high-net-worth clients.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Ryan Holcomb is a financial advisor at Edward Jones in Versailles, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.