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 financial advisor at Edward Jones with CFP®, ChFC®, and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he held positions at New York Life Insurance Company, Forest River, and Pacemaker Buildings, and has experience working in education at Grand Valley State University, West Noble High School, and Fairfield Junior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Christopher Frazzetta is a financial advisor with LPL Financial in Warsaw, Indiana, holding Series 63 and Series 66 credentials, and has 13 years of industry experience. He has operated Charter Advisory Corporation since 2014, providing investment advisory services through this independent firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary management supported by proprietary and third-party research.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Everwise CU and OSAIC. His background includes roles in both financial services and other industries, including a four-year period at Uber and Purdue University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and investment management using both discretionary and non-discretionary approaches supported by proprietary and third-party research.

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, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Shawn Skaggs is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2016, serving in various capacities at the firm through 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial 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.

Alexander Hartsough is a financial advisor with Equitable Advisors holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Axa Advisors and Bontrager Pools. Outside of his advisory work, he is a partner in FTH Group LLC, contributing to office expense management without compensation. Equitable Advisors serves a diverse client base that includes 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 as both an SEC-registered investment adviser and broker-dealer.

Connor Manges is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at NorthWestern Mutual and FedEx Freight. His background also includes roles in education and local business operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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 credentials and bringing 11 years of industry experience. Her prior positions include roles at CUNA Brokerage Services, Inc. and Interra Credit Union. She has occasional involvement with a family-owned custom cabinetry business but holds no ownership or compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Fay Ploeger is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Goshen, IN. She has been with Edward Jones since 2018, totaling six years of experience at the firm. Prior to her financial advisory roles, she was involved with Ebenezer Reformed Church and F.A. Voiceworks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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 financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Baird, Edward Jones, and Interra Credit Union. She is based in Goshen, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Gooding is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at Everence and Concourse Financial Group Securities Inc. He provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

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.