Tyler Ostrom is a CFP® and Series 65 registered advisor with SYM Financial Advisors, bringing four years of industry experience. Before joining SYM Financial Advisors in 2022, he worked at Wolverine WorldWide and Blue and Co LLC. He serves as board member and treasurer for Cardinal Services, a charitable organization. SYM Financial Advisors manages approximately $5.8 billion across a 32-advisor multi-team platform, offering wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, pension plans, charities, and businesses. The firm employs a top-down tactical asset allocation process with both fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and private alternative investments.

Bryan Aanderud is a financial advisor with SYM Financial Advisors and holds a Series 65 designation. He has been with the firm since 2026 and previously served nine years in the United States Army. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, providing wealth management, financial planning, portfolio management, and qualified retirement plan consulting to individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation process and uses both fundamental and technical analysis to create model strategies and customized portfolios.

Dennis Dornbier II is a CFA® charterholder with nine years of industry experience. He has been with SYM Financial Advisors since 2015. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets and employs a top-down, tactical asset allocation process implemented through various investment vehicles, including model portfolios, mutual funds, ETFs, and alternative investments.

Zachary Kern is a financial advisor at SYM Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services and Summit Financial Group. Outside of finance, he performs as a musician at various venues in Fort Wayne during the summer months. SYM Financial Advisors manages approximately $5.8 billion across a 32-advisor multi-team platform, serving about 1,800 clients including individuals, pension plans, charities, and businesses. The firm offers wealth management, financial planning, portfolio management, and qualified retirement plan consulting, employing a top-down tactical asset allocation approach that incorporates fundamental and technical analysis to develop customized portfolios.

Austin Burrows is a financial advisor at SYM Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cigna Group/HealthSpring for 15 years. Outside of his advisory role, Burrows provides referrals as a 1099 contractor for a medical benefits referral program related to artificial intelligence revenue cycle management. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform and serves individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach guided by an Investment Committee and offers a range of portfolio management strategies including custom portfolios and an automated mutual fund and ETF program.

Shane Bradley is a CFP® professional with 12 years of experience at SYM Financial Advisors in Winona Lake, IN. He serves on the finance committee of Midland Evangelical Free Church, providing financial education and budget recommendations. SYM Financial Advisors offers wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses, managing approximately $4.88 billion in client assets through a top-down, tactical asset allocation process.

Nicholas Gray is a financial advisor with SYM Financial Advisors in Winona Lake, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SYM Financial Advisors since 2012. Outside of his advisory role, he serves as a member and treasurer on the board of the Mary Cross Tippmann Foundation, participating on its Grants and Finance Committee. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, serving individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach, combining fundamental and technical analysis to construct model and custom portfolios that utilize mutual funds, ETFs, independent managers, private alternatives, and various advanced strategies.

Alan Alderfer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked for LPL Financial, LLC for 26 years. Outside of his advisory role, he is also an agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing both active and passive strategies through third-party platforms and proprietary due-diligence processes.

Lee Heyde is a financial advisor with Independent Financial Group, LLC and holds the Series 63 designation. He has 26 years of industry experience, including roles at LPL Financial and his own firm, Heyde & Associates, PC. Outside of his advisory work, Heyde is also an attorney and owner of Heyde Law Offices, PC, and provides tax preparation and accounting services through Heyde & Associates PC. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a variety of investment strategies combining passive and active exposures, with ongoing due diligence and portfolio customization tailored to client risk profiles.

Jason Gergely is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2025. He previously worked at LPL Financial from 2014 to 2025. Outside of his advisory role, he is also an agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a manager-focused approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

William Day is a CFP®, ChFC®, and holds a Series 66 license with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Alderfer Bergen and Co., LPL Financial, Advanced Imaging Solutions, and Woodlawn Hospital. He also serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes, including proprietary private funds and a continuously offered interval fund.

Sammuel Simcoe is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower Advisory Group in 2026, he worked at SYM Financial Advisors and LPL Financial. Outside of his advisory role, Simcoe coaches freshmen boys basketball for Warsaw Community Schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brandi Smith is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her career includes extensive tenure at Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategies supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated financial entities.

Michael Bergen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked for Linsco/Private Ledger for 21 years. Bergen is also licensed as an insurance agent, selling life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Parker Stewart is a CFP® professional with experience at Beacon Pointe Advisors, LLC, where he has worked since 2025. His prior roles include positions at Alderfer Bergen and Nexus RBI, along with academic roles at Indiana Wesleyan University and Grace College & Seminary. He is based in Warsaw, IN. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, providing both active and passive investment strategies across multiple asset classes.

Andrew Lewis is a financial advisor with Key Investment Services LLC in Warsaw, Indiana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, Lewis serves as an assistant tennis coach at Grace College and is the president of the Warsaw Community Tennis Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisory recommendations and ongoing oversight, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

David Zachrich is a CFP® professional with 40 years of industry experience, currently serving at SPC in Warsaw, IN. He has been with SPC since 2006 and also works with Parkland Securities, LLC. Zachrich serves on the board of directors for Fort Wayne Sport Club Youth Soccer Inc. and is involved in selling fixed life insurance products through Financial Concepts. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies tailored to client needs.

Andrew Manes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, 1st Source Bank, LPL Financial, PNC Wealth Management, and Natcity Investments. Outside of advising, he serves as the head baseball coach for Warsaw Community Schools and works as a radio broadcaster for Kensington Media. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party models to develop client strategies, utilizing strategic asset allocation and a combination of passive and active investments within monitored multi-manager portfolios.

Brian Whiteneck is a financial advisor with Edward Jones in Warsaw, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Whiteneck serves as a finance committee member for Tippcanoe Lake Country Club in Leesburg, IN, where he reviews quarterly and annual reports and provides recommendations to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Jaxon Seaney is a Series 66 licensed advisor with LPL Enterprise in Indianapolis, IN. He has been with LPL Enterprise since 2025 and has prior experience working at Menards, Kohls, and Tippecanoe Valley Middle School. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through advisory and brokerage channels.