Maureen Teunissen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Guidance Investment Advisors and Everence Trust Company. Outside of her advisory work, she is associated with bookkeeping activities through a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ashok Sanghavi is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2023. He previously worked at Retirement Income Management for 10 years and has been associated with Penn Mutual Life Insurance Company since 2011. Outside of his advisory role, Sanghavi is active as an insurance agent with Global Financial Group, focusing on insurance sales and service including Penn Mutual Life products. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Allen Kilburn is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Western Southern Life and National Life Group. Kilburn is also an insurance agent with TrueWealth Advising Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill Lynch, and Scottrade. Medlin is based in Elkhart, Indiana. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed and third-party managed strategies.

Michael Griggs is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Guidance Investment Advisors, LLC and Mutual Securities. Outside of advising, he is involved in the sales and servicing of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Robert Hoffer Jr. is a financial advisor with Valic Financial Advisors in Elkhart, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Valic since 2009 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

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.

Keith Neuenschwander is a financial advisor with Edward Jones in Goshen, IN, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he teaches a personal finance class at Ivy Tech Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ross Hougland is a CFP® professional with 15 years of industry experience, all with Edward Jones since 2011. He serves on the boards of LoveWay in Middlebury, IN, and Hearts United for Bristol – The HUB, contributing to the operations and strategic direction of these organizations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tommy Morelock is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Elkhart, IN. He has nine years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Evan Jones is a financial advisor with Primerica Advisors in Granger, IN, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Primerica Financial Services and has a varied background including positions at UPS, Wabash College, and Kanakuk Kamps. Outside of advising, he is involved with Jones-E & Associates LLC, an investment-related business he owns. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Daniel Craig is a financial advisor with Edward Jones based in Elkhart, IN, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Edward Jones since 2000 and serves as a county vice president. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.

Victoria Marks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at 1st Source Bank since 2015, where she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

William Clark is a financial advisor with Edward Jones based in Middlebury, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Vector Marketing and the Ron Blue Institute. Outside of his advisory role, he has experience as a purchasing intern at McConn Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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.

Paul Dowd is a financial advisor with Cetera, holding Series 65 and Series 63 registrations and bringing 29 years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously spent 11 years with Morningstar Investment Management LLC. Outside of his advisory work, he serves as treasurer for a local boys club troop. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and provides access to multiple investment strategies and third-party managers across various program structures.

Thomas Langhofer is a CFP® and Series 66–licensed financial advisor with Edward Jones in Elkhart, IN, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 maintains a large national network of financial advisors and branch offices.

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.

Brandon Arnold is a financial advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a co-owner of The Bakers Nook Cafe and serves as a committee member for the Elkhart Chamber of Commerce Business Diversity Initiative. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning decisions.

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.