Stephen Yeager is a financial advisor at SYM Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SYM Financial Advisors since 2000. Yeager serves on the Board of Directors and chairs the Finance Committee of the Kosciusko County Community Foundation, where he also participates in scholarship fund committees. SYM Financial Advisors provides wealth management, financial planning, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation strategy implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Bradley Duling is a CFP® professional with 13 years of industry experience, currently serving at SYM Financial Advisors since 2011. He is a member of the Board of Directors for the United Way of Midland County, where he participates in investment committee meetings. SYM Financial Advisors offers wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities, managing approximately $4.88 billion in client assets. The firm employs a top-down, tactical asset allocation process and utilizes a range of investment vehicles including model portfolios, mutual funds, ETFs, and alternative investments.

Stephen Lawler is a CFP® professional with six years of industry experience, currently serving at SYM Financial Advisors since 2020. Prior to this, he worked at Jackson National Life Distributors LLC and spent seven years at Thrun Law Firm P.C. He serves as a board member and finance committee member for Ten 16 Recovery Network, a civic organization. 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 diversified investment vehicles and strategies.

Gabriella Tucker is a CFP®-certified financial advisor at SYM Financial Advisors with 11 years of industry experience. She has worked at SYM Financial Advisors since 2017 and previously held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Tucker serves as a member of the board of directors for the Baker Youth Club, a charitable organization. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform, providing wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation process and integrates fundamental and technical analysis to develop model strategies and custom portfolios.

Ryan Austin is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Savvy. He previously worked for Bankers Life Advisory Services and Bankers Life Securities, INC., and he also holds a long-term position with Bankers Life & Casualty Co. Outside of his advisory work, he serves as a warden at All Saints Episcopal Church, overseeing facility maintenance. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies combined with active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and sub-adviser strategies.

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.

Bryn Malagon is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2016 to 2018. Outside of his advisory role, he instructs Zumba classes at the Kosciusko Community YMCA. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a range of advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection supported by ongoing monitoring and due diligence. The firm is part of the KeyCorp group and integrates resources from affiliated banking and capital markets entities.

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.