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, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as the head men’s soccer coach at Cassopolis High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

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.

Jennifer Nelson is a financial advisor with Edward Jones in Warsaw, IN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in farming activities, including the sale of beef cattle and managing crop decisions for a farm rental. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a nationwide 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.

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 Series 66-licensed financial advisor with nine years of industry experience, currently working at Equitable Advisors since 2016. Prior to that, he was associated with Axa Advisors, LLC and worked in the turf solutions industry. He is a partner in FTH Group LLC, a business activity unrelated to his advisory role. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Holly Napier is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Her prior roles include positions at LPL Financial, Interra Credit Union, and CUNA Brokerage Services, Inc. Before entering financial services, she worked at Rieth-Riley Construction Co., Inc. for five years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.