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.

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 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.

Kevin Nice is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Everence Trust Company and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves on the boards of Amigo Centre and Pleasant View Church Leadership Board, contributing to spiritual leadership and organizational planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering access to model portfolios, third-party managers, and customized investment strategies.

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.

John Jacobson is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Zimmer Biomet. Outside of his advisory role, he is the owner of a rental property in Winona Lake, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Lakner is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Concourse Financial Group Securities Inc and Everence, where he provides insurance, investment, financial planning, and charitable planning services through Everence Trust Company. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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.

Richard Puckett is a financial advisor with Edward Jones in Goshen, Indiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, all with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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 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.

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.

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.

Renee Yoder is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at CUNA Brokerage Services, Inc. and Interra Credit Union. Outside of her advisory role, she occasionally assists with administrative tasks for her husband’s custom cabinetry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its integrated services including trust, mutual funds, and securities-based lending.

Fay Ploeger is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her work history includes a role at Ebenezer Reformed Church and involvement with F.A. Voiceworks LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kyle Koch is a Series 66-licensed financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2018. He has eight years of industry experience and previously was involved with The Movement Ministries Inc. and Koch Inc. Outside of his advisory role, he is affiliated with the Foundation Family Worship Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Katelyn Kelter is a Series 66 licensed financial advisor with seven years of industry experience. She is currently affiliated with LPL Financial and Interra Credit Union, having previously worked at Edward Jones and Baird. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with advanced research tools and a wide array of financial products.

Benjamin Gooding is a CFP® professional with nine years of experience in financial planning and advisory services. He is currently with Cetera and has previous experience at Everence and Concourse Financial Group Securities. Gooding also provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

David Sands is a financial advisor with Edward Jones in Ligonier, Indiana, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked at Edward Jones since 1996. Sands is a joint owner of several commercial properties, including office spaces used by Edward Jones and other businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

Paul Gayler is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Elkhart County Farm Bureau Credit Union and Cuna Brokerage Services, Inc. He is also a partner in Rambler Investments, LLC, an office building ownership business based in DeRidder, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.