Derek Weed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2020. He previously worked at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc. Derek is an investment committee member for Highlands Latin School, providing advice and oversight concerning their investments. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and other vehicles.

Jonathan Hueftle is a financial advisor with SYM Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with SYM Financial Advisors since 2000. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, serving individuals, pension plans, charities, and businesses with wealth management, financial planning, portfolio management, and qualified retirement plan consulting. The firm’s investment approach combines top-down tactical asset allocation with fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and alternative investments.