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.

Kyle Koch is a Series 66-licensed financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2018. He has eight years of industry experience and previously was involved with The Movement Ministries Inc. and Koch Inc. Outside of his advisory role, he is affiliated with the Foundation Family Worship Center. 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 and 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 over 23,700 financial advisors.

Katelyn Kelter is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Baird, Edward Jones, and Interra Credit Union. Kelter is based in Goshen, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

Peter Kauffman is a financial advisor with LPL Financial based in Warsaw, Indiana. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Northwest Bank, Foster Financial, Harbour Investments, Inc., PNC Bank, and Woodforest Bank. In addition to his advisory role, he is a notary public in the state of Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisers with various tools and a large network of over 22,800 advisors.

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.

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.

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.

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.

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.

Joshua Jones is a financial advisor with LPL Financial in Warsaw, IN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cap City Fine Diner and Bar and has experience in educational roles at Cedarville University and Lakeland Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, combining extensive institutional platforms with proprietary research and technology tools.

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.

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.

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, holding the Series 63 and Series 66 designations and seven years of industry experience. Before joining LPL Financial in 2022, he worked at CUNA Brokerage Services from 2018 to 2022 and has been affiliated with Teacher Credit Union since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, combining scale with diverse advisory and non-advisory financial activities.

Robert Congdon is a financial advisor at Cetera with 17 years of industry experience, holding Series 63 and Series 65 designations. His prior work includes roles at Ascensus, LPL Financial, and Lake City Bank. 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 compliance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

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.