Parker Stewart is a CFP® professional with experience at Beacon Pointe Advisors, LLC, where he has worked since 2025. His prior roles include positions at Alderfer Bergen and Nexus RBI, along with academic roles at Indiana Wesleyan University and Grace College & Seminary. He is based in Warsaw, IN. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, providing both active and passive investment strategies across multiple asset classes.

Andrew Lewis is a financial advisor with Key Investment Services LLC in Warsaw, Indiana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, Lewis serves as an assistant tennis coach at Grace College and is the president of the Warsaw Community Tennis Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisory recommendations and ongoing oversight, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

David Zachrich is a CFP® professional with 40 years of industry experience, currently serving at SPC in Warsaw, IN. He has been with SPC since 2006 and also works with Parkland Securities, LLC. Zachrich serves on the board of directors for Fort Wayne Sport Club Youth Soccer Inc. and is involved in selling fixed life insurance products through Financial Concepts. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies tailored to client needs.

Andrew Manes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, 1st Source Bank, LPL Financial, PNC Wealth Management, and Natcity Investments. Outside of advising, he serves as the head baseball coach for Warsaw Community Schools and works as a radio broadcaster for Kensington Media. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party models to develop client strategies, utilizing strategic asset allocation and a combination of passive and active investments within monitored multi-manager portfolios.

Brian Slabaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America since 2006. Outside of his advisory role, he serves on a church finance committee and acts as a trustee for a family member’s trust. Primerica Advisors operates as part of Park Avenue Securities LLC, providing brokerage and advisory services to individual and high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of investment strategies through proprietary and third-party platforms, including discretionary and non-discretionary account management options.

Brian Whiteneck is a financial advisor with Edward Jones in Warsaw, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Whiteneck serves as a finance committee member for Tippcanoe Lake Country Club in Leesburg, IN, where he reviews quarterly and annual reports and provides recommendations to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

David Kauffman is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of industry experience and is based in Nappanee, Indiana. Outside of his advisory role, he is involved with the Nappanee Missionary Church as a vertical basketball coordinator. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

James Bone is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at AZZ Galvanizing, FACTS, Inc., and Indiana University South Bend. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

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 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.

Scott Tonkovich is a financial advisor with LPL Financial in Warsaw, Indiana, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at 1st Source Bank and Cuna Brokerage Services, and he operates 1st Source Asset Advisors as a business activity related to his advisory work. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology tools across discretionary and non-discretionary management approaches.

Austin Dunithan is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Everwise Credit Union and OSAIC. His prior work history also includes roles at Uber and Purdue University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.

Brock Tidball is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Tidball manages a vacation rental property through his sole ownership of Bulls & Bears, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and proxy voting.

Bradley Skiles is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been self-employed since 1998 and has worked with Securian Financial Services since 1996. Based in Warsaw, IN, he also holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Jefferson Hankins is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial in Warsaw, IN. He previously worked at PNC Investments for 12 years before joining Reynolds Wealth Management and Raymond James in 2024. Hankins serves on the finance and investment committees for both Big Brothers Big Sisters of Northeast Indiana and First Christian Church of Warsaw, contributing to nonprofit and community financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced modeling tools and supports clients through various advisory programs and institutional consulting services.

Easton Mossman is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. In addition to his advisory role, Mossman is the owner of Mossman Capital, where he serves as an investment advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal and public finance.

Brandon Stewart is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at SYM Financial Advisors for six years. He serves as a voting board member for Lakeland Christian Academy in Winona Lake, IN. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.