James Kirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, Interra Credit Union, CUNA Brokerage Services Inc, and Alaska USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial 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.

Matthew Schwartz is a financial advisor at Edward Jones in Syracuse, IN, holding a CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of an LLC that holds farmland for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

William Bonning is a CFP®-designated financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, Bonning is the owner of a commercial rental property business in Goshen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Austin Francis is a financial advisor with Equitable Advisors in Goshen, Indiana, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the firm's predecessor, Axa Advisors. Outside of his advisory role, he serves as the head men's soccer coach at Cassopolis High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models and third-party asset managers, delivering services through a broad network of Investment Adviser Representatives.

Matthew Miller is a financial advisor with Ameriprise in Bremen, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2017, he worked at Ernst & Young, LLP for 13 years and had a brief tenure at RSM US, LLP. Outside of his advisory role, Miller coaches basketball for Bremen Public Schools. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Austin Nielsen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Matzat Sister's Farm in Bass Lake, IN. 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, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Deborah Ayres is a CFP® professional with 15 years of experience in the financial services industry. She has been with Edward Jones since 2011 and is based in Nappanee, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Stuart Buck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves on the Finance Committee of the Clinic for the Rehabilitation of Wildlife (CROW) in Florida. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Trevor Shields is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Wa-Nee Community Schools. Trevor is based in Nappanee, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Jesse Maust is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Everence Capital Management, Inc., Fieldstone Wealth Management, Raymond James Financial Services Inc., and Thumb National Bank and Trust Co. Maust serves as a trustee and Treasurer for Rosedale Bible College, where he oversees and monitors investments and assists with capital campaign planning. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program structures and access to third-party managers, managing over $256 billion in assets.

Christopher Eberly Jr. is a financial advisor with LPL Financial in Warsaw, IN, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Teacher Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

Aaron Wilkinson is a financial advisor at Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is the owner of two real estate-related businesses in Goshen. 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 under management through a nationwide network of roughly 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Teall is a financial advisor with Equitable Advisors in Goshen, IN, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2016. Outside of his advisory role, he is a partner in FTH Group LLC, a business requiring minimal time commitment and no compensation. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and offers portfolio management tools including mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Holly Napier is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. She currently works at Edward Jones in Goshen, IN, having previously held positions at LPL Financial, Interra Credit Union, CUNA Brokerage Services, Inc., and Rieth-Riley Construction Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Benjamin Fanning is a Certified Financial Planner® with 12 years of industry experience. He has been with LPL Financial and 1st Source Bank since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Charles Molloy is a financial advisor with LPL Financial in Goshen, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes prior roles at CUNA Mutual Group, Pruco Securities LLC, Prudential Insurance Company of America, PNC Investments, TD Ameritrade, and Scottrade. Outside of his advisory work, he has worked as a contract driver for several ride-share and delivery services since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven portfolio strategies.

Clint Clark is a financial advisor at Edward Jones with a Series 66 designation and 14 years of combined industry experience, including 13 years at Nishikawa Cooper LLC and recent tenure at Edward Jones. He is based in Goshen, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Amberly Miller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary approach.