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.

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.

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.

Peter Kauffman is a financial advisor with LPL Financial based in Warsaw, Indiana. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Northwest Bank, Foster Financial, Harbour Investments, PNC Bank, and Woodforest Bank. He is also a commissioned notary in the state of Indiana. 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 advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Ashley Brewer is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She serves on the board of Junior Achievement of Whitley County. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated managers.

Jason Ellis is a CFP® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2008 and serves as a board member of the Milton Chamber of Commerce in Milton, WI. Ellis is also a member of SJE Capital LLC, the entity that owns his Edward Jones office, where he manages administrative and maintenance responsibilities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Crystal Sielesnew is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, based in Warsaw, IN. She has six years with Ameriprise and a total of five years of industry experience. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joshua Jones is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he was involved in the hospitality industry with Cap City Fine Diner and Bar and spent several years in educational roles at Cedarville University and Lakeland Christian Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Nelson is a financial advisor with Edward Jones in Warsaw, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones throughout her career, starting in 2014. Outside of her advisory role, she is involved in agricultural activities, including the sale of beef cattle and managing farm rental decisions related to crop production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Jack Williamson is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held roles at Franklin Electric Co., Inc. and attended Indiana University Bloomington. He has also been involved with the Tippecanoe Lake Country Club and Warsaw Community High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment solutions under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Heidi Neuhart is a financial advisor with Edward Jones in Warsaw, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Old National Bank for one year and spent twelve years at Bethesda Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Robert Congdon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 16 years of industry experience. He has worked with several firms including LPL Financial, Lake City Bank, and Ascensus Financial Services. He also serves as Vice President, Trust Officer, and Retirement Plan Services Manager at Lake City Bank, where he consults on retirement plan law changes and plan compliance. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual, corporate, retirement plan, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with various program structures and access to multiple third-party managers.