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Tyler R
CFP®, Series 63, Series 66
Goshen, IN
Edward Jones
Tyler Rensberger is a CFP® with 13 years of experience in the financial industry. He is currently with Edward Jones and previously worked at Interra Credit Union and JP Morgan Chase Bank. Outside of his advisory role, Rensberger serves as secretary on the Fairfield Community School Board in Goshen, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large national network of advisors and offices. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.
Brian W
Series 63, Series 66
Warsaw, IN
Edward Jones
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.
David K
CFP®, Series 66
Nappanee, IN
Edward Jones
David Kauffman is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of industry experience and is based in Nappanee, Indiana. Outside of his advisory role, he is involved with the Nappanee Missionary Church as a vertical basketball coordinator. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.
Ryan D
Series 66
Goshen, IN
Edward Jones
Ryan Drake is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a personal LLC for a property he and his wife own. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.
Rickardo Y
Series 66
Goshen, IN
Edward Jones
Rickardo Yoder is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Goshen, IN, he serves clients through a large national firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Hector V
Series 63, Series 66
Goshen, IN
J.P. Morgan Securities
Hector Vargas Forero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2016. Outside of his advisory work, he serves as a board member on the finance committee of Elkhart Community Church, assisting with accounting and financial reporting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
James B
Series 66
Warsaw, IN
Raymond James Financial
James Bone is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at AZZ Galvanizing, FACTS, Inc., and Indiana University South Bend. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.
Colten C
CFP®, ChFC®, Series 66
Ligonier, IN
Edward Jones
Colten Cripe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with four years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2023. Prior to joining Edward Jones, he held roles at New York Life Insurance Company, Forest River, and Pacemaker Buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.
Christopher F
Series 63, Series 66
Warsaw, IN
LPL Financial
Christopher Frazzetta is a financial advisor with LPL Financial in Warsaw, Indiana, holding Series 63 and Series 66 licenses and 13 years of industry experience. He was previously associated with Charter Advisory Corporation, an independent investment advisory firm where he provided services for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment approaches, including model portfolios, third-party subadvisors, and customized strategies, and manages over $819 billion in discretionary assets through a large network of advisors.
Scott T
Series 63, Series 65
Warsaw, IN
LPL Financial
Scott Tonkovich is a financial advisor with LPL Financial in Warsaw, Indiana, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at 1st Source Bank, CUNA Brokerage Services, Interra Credit Union, Private Advisor Group, U.S. Financial Advisors, and Cetera Wealth Services. Tonkovich is also involved with 1st Source Asset Advisors, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and advisor-facing tools.
Austin D
Series 66
Warsaw, IN
LPL Financial
Austin Dunithan is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His background includes roles at Everwise CU, OSAIC, and a variety of other organizations across financial services and corporate sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Bernard A
Series 63, Series 65, Series 66
North Webster, IN
Cetera
Bernard Andersen is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including Summit Financial Group Inc. Beyond his advisory role, Andersen serves as a trustee on the board of Adventist Heritage Ministries and acts as a lay pastor involved in pastoral ministry and preaching. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.
Shawn S
Series 66
Syracuse, IN
Edward Jones
Shawn Skaggs is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones continuously since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Robert L
Series 63, Series 65
Goshen, IN
Primerica Advisors
Robert Lonie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2005. Outside of his advisory role, he serves as a commissioner for the Housing Authority of Michigan City and operates a mobile notary service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.
Brock T
CFP®, Series 66
Warsaw, IN
Edward Jones
Brock Tidball is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Tidball manages a vacation rental property through his sole ownership of Bulls & Bears, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and proxy voting.
Alexander H
Series 66
Goshen, IN
Equitable Advisors
Alexander Hartsough is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His career includes time at Axa Advisors and roles outside finance such as with Bontrager Pools and Ball State University. He is also a partner in FTH Group LLC, where he contributes to office expense management. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
Bradley S
CFP®, ChFC®, Series 63
Warsaw, IN
LPL Financial
Bradley Skiles is a financial advisor with LPL Financial based in Warsaw, Indiana, holding CFP® and ChFC® designations and over 36 years of industry experience. Prior to joining LPL Financial in 2023, he spent 27 years at Securian Financial Services and has been self-employed since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports various investment strategies and combines advisory services with a broad set of non-advisory financial offerings.
Jefferson H
CFP®, Series 63, Series 65
Warsaw, IN
Raymond James Financial
Jefferson Hankins is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial in Warsaw, IN. He previously worked at PNC Investments for 12 years before joining Reynolds Wealth Management and Raymond James in 2024. Hankins serves on the finance and investment committees for both Big Brothers Big Sisters of Northeast Indiana and First Christian Church of Warsaw, contributing to nonprofit and community financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced modeling tools and supports clients through various advisory programs and institutional consulting services.
Easton M
Series 66
Warsaw, IN
Raymond James Financial
Easton Mossman is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. In addition to his advisory role, Mossman is the owner of Mossman Capital, where he serves as an investment advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal and public finance.
John T
Series 66
Goshen, IN
Edward Jones
John Troyer is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Prairie Village Family Center Corp, Clinton Brick Mennonite Church, and Evana Network. He is also involved with Troyernet, LLC, a business he has operated for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.
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