Jacob Ahlbrand, CPFA® Regional Director Jacob graduated from the Kelley School of Business at Indiana University with a degree in Finance. He holds FINRA Series 7, 63, 65, and 24 registrations, state insurance licenses, and has earned the Certified Plan Fiduciary Advisor (CPFA®) designation. Jacob is passionate about helping individuals, families, and business owners make informed financial decisions with confidence. His planning-first approach allows him to develop personalized strategies that align with each client’s goals, whether they are building wealth, preparing for retirement, protecting their families, or planning for future generations. His areas of focus include wealth management, retirement planning, insurance strategies, estate planning, and employer-sponsored retirement plans. Committed to continuous learning and staying ahead of industry trends, Jacob works to provide thoughtful guidance in an ever-changing financial landscape. He believes lasting relationships are built on trust, transparency, and delivering personalized advice that evolves alongside his clients’ lives. Jacob has been recognized for his outstanding performance and commitment to excellence throughout his career. His most recent honors include: * Best of Dubois County – Financial Advisor * #1 Wealth Management Advisor – DSF Mid America Complex Outside the office, Jacob enjoys spending time with his wife, Kennedy, staying active, and making memories with family and friends. He also enjoys finding meaningful ways to give back and make a positive impact.

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Blake Rockey is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Premiere Group and Bryan City Schools/FCCC. Outside of financial advising, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and utilizes both proprietary and third-party strategies tailored to client objectives.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

David Setia is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Dominion Wealth Management, Inc. for one year. Outside of his advisory work, he is involved in fitness-related activities including personal training and fitness center engagements in Frisco, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Adelae joined the firm in 2014 as a wealth management assistant and later transitioned to wealth advisor. She finds fulfillment in assisting clients on their path to success by taking a technical and detailed approach to her job. One of Adelae’s favorite parts of her job is collaborating with clients during some of the most meaningful moments of their lives about their wealth, their legacy, their struggles and triumphs. Adelae was born and raised in North Central Washington and attended Wenatchee High School where she met her husband and together they have three children. She later attended Wenatchee Valley College and Washington State University for undergrad. She holds securities licenses 7 and 66, Washington State life, disability and long-term care insurance licenses and is a notary public. Adelae’s areas of expertise are helping clients by offering trusted advice that spans their complete financial picture through financial planning, asset management, retirement planning and distribution strategies. In her spare time, you can find her volunteering at her church, mountain biking, skiing, boating, gardening, cooking, baking and traveling with her family. She currently serves as a board member for The River Academy. Cetera Investment Advisers serves a diverse clientele including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, with a combination of advisor-managed accounts, model portfolios, and managed program options.

Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Mathew Gallaspie is a financial advisor at Edward Jones in Lima, Ohio, holding the CFP® designation and Series 66 license with 17 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has six years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

John Farmer is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and Royal Alliance Associates. In addition to his advisory work, he teaches at Yavapai Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

I believe financial planning should be practical, understandable, and tailored to each client's unique situation. Whether someone is preparing for retirement, growing a business, managing a company retirement plan, or navigating a major life transition, my goal is to simplify complex decisions and provide guidance they can feel confident acting on. As the founder of DeMull Financial, I take a comprehensive approach to planning that goes beyond investments alone. Financial decisions rarely happen in a vacuum, so I work with clients to coordinate the many moving pieces of their financial lives, including retirement, taxes, cash flow, risk management, and legacy planning. I am committed to building long-term relationships based on trust, transparency, and accountability. The most rewarding part of my work is helping clients gain clarity, reduce financial stress, and feel confident about their future. Outside of the office, I enjoy golfing, coaching youth athletics, and spending time with my family.

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.