Diana Dimian is a financial advisor with Korhorn Financial Group holding a Series 65 credential and five years of industry experience. She has worked at Silver Oak Securities since 2021 and has been associated with Korhorn Financial Group since 2019. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including standalone planning and ongoing advisory relationships.

Summer Hathaway is a CFP® with 18 years of industry experience, currently affiliated with Korhorn Financial Group. She has worked at Korhorn Financial Group since 2007 and was previously with Silver Oak Securities Inc from 2016 to 2022. Hathaway holds the Series 66 designation as well. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management, utilizing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

John Mckissick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, he worked at Compass Wealth Advisors from 2013 to 2017. Outside of his advisory role, he is an insurance agent licensed for life, health, and annuity products and manages a real estate company in Elkhart, Indiana. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customized strategies, including ESG and faith-based options, supported by proprietary technology and a platform that offers access to third-party managers and sub-advisory services.

Grant Schrock is a financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SSN Advisory, Inc., Securities Service Network, Schrock Financial LLC, and Concourse Financial Group Securities, Inc. Outside of his advisory work, he sells life, health, disability, and long-term care insurance through Schrock Financial LLC. Silver Oak Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.

David Littrell is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell also receives residual income from previous work as an AFLAC agent. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and $12.5 billion in assets under management. The firm offers decentralized investment advisory and retirement-plan services, notable for its formal retirement-plan advisory and pension consulting capabilities.

John Mc Sorley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. He is also involved with Emerson North Creek Development, LLC, a real estate business in Elkhart, IN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Marvin Hardiman is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third-party strategists.

Eugene Flock Jr. is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and E. J. Flock & Associates. He is also the owner of Generations Wealth Advisors, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities as well as its multi-advisor platform serving a broad client base.

Istrael Diego is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robyn Smeltzer is a financial advisor at Creative Planning with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and related advisory services.

Bryan Focht is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. His prior work includes roles at Guidance Tax and Accounting, LLC and Guidance Investment Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brandon Mc Lemore is a financial advisor with Eagle Strategies (NY Life) in Elkhart, Indiana, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2019 and operates McLemore Financial Strategies, LLC. Outside of his advisory work, Brandon serves as an assistant boys varsity soccer coach at Elkhart Christian Academy and is employed by Elkhart County United, a youth soccer club. He also serves on the advisory board of the Humane Society of Elkhart County. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working closely with both retail and institutional sponsors within an integrated New York Life affiliate structure.

Michael Nichols is a financial advisor at Independent Financial Partners with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. for over two decades. In addition to his advisory role, Nichols owns Generations Wealth Advisors, which focuses on tax preparation and financial planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform that serves a diverse client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Teresa Covey is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank and its affiliated firms since 2015. She is based in Elkhart, Indiana. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a range of discretionary managed-account options and integrated portfolio management solutions.

Donald Kuhn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Transamerica since 2012 and also serves as president and shareholder of Kuhn Tax Advisors, Inc., a tax planning and preparation firm. Outside of advisory work, Kuhn has volunteered with the Berne Volunteer Fire Department for over 20 years. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Collin Walker is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers both individualized advisor strategies and centralized asset management, with a notable focus on retirement-plan advisory and pension consulting services.

Maureen Teunissen is a Series 65-licensed financial advisor with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC, joining in 2025 after eight years at Guidance Investment Advisors and five years at Everence Trust Company. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Ashok Sanghavi is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2023. His prior experience includes ten years at Retirement Income Management and ongoing work with Penn Mutual Life Insurance Company since 2011. Outside of his advisory roles, he is involved as an insurance agent with Global Financial Group, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm offers a combination of advisory and broker-dealer services, supporting clients with tailored investment strategies and a broad range of financial planning and retirement consulting solutions.

Allen Kilburn is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Goshen, Indiana, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Western Southern Life and National Life Group. Outside of his advisory duties, Kilburn is also an insurance agent associated with TrueWealth Advising Group and National Life. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining primarily long-term strategies with options for short-term trading and specialized instruments.