Deborah Dehoff is a CFP® professional with over 32 years of experience in financial advising. She is currently with United Capital Financial Advisors, where she has worked since 2017. Her prior experience includes roles at Harbour Investments Inc and Compass Wealth Advisors, LLC. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors serves a diverse client base nationwide, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, and customized strategies including ESG and faith-based preferences.

Jared Miller is a CFP® with 12 years of industry experience, currently serving at Korhorn Financial Group. His career includes roles at Avantax Investment Services, Loucks Wealth Management, and Harbour Investments, among others. Outside of financial advising, he is an independent licensed real estate agent and a member of Riverdale Holdings LLC, which manages rental properties. Korhorn Financial Group offers discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, alongside financial planning and consulting services.

Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with four years of industry experience. She holds a Series 65 designation and has previously worked in education at Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, supported by ongoing monitoring and access to eMoney planning tools.

Laura Compliment is a financial advisor at United Capital Financial Advisors with nine years of industry experience. She previously worked at Compass Wealth Advisors for two years before joining her current firm. Laura holds a Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its FinLife Partners platform, with customizable investment solutions and access to alternative investments.

Benjamin Bulgrien is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at KFG Wealth Management, LLC and Korhorn Financial Group, Inc since 2022. Prior to his advisory career, he held roles in marketing, automotive sales, education, and church ministry. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and provides services such as SEI Asset Management accounts and consolidated client reporting through the eMoney platform.

Kirk Loerwald is a CFP® professional with 11 years of industry experience, currently with SAX Wealth Advisors, LLC. He previously worked at Key Private Bank for eight years and at First Command in various advisory and financial planning roles for three years. SAX Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, evidence-based asset allocation approach using low-cost, passive investments supplemented by customized fixed-income strategies, alternative investment advisement, and specialized consulting services.

Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.

James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.

Anthony Navarro is a financial advisor with Korhorn Financial Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Nomadic Wealth LLC and Nomadic Insurance, LLC, where he held roles related to financial planning and insurance. Navarro also has experience outside finance, including work with HR Block and roles in other industries. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management with mutual funds, ETFs, and select alternative strategies, and supports client access to the eMoney planning platform and ongoing portfolio monitoring.

Lindsey Taylor is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, Lindsey held various positions including roles at Sufficient Grounds and First Glass Window Cleaning, as well as several student engagements. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm utilizes asset allocation models and model-based portfolio management with mutual funds, ETFs, and select strategies, supporting ongoing monitoring, rebalancing, and offering clients access to the eMoney planning platform.

Caden Goggins is a financial advisor at Korhorn Financial Group with a Series 65 credential and one year of industry experience. He has worked at Korhorn Financial Group and its affiliated KFG Wealth Management, LLC since 2022. Outside of his advisory role, he has held multiple positions at Hillsdale College and previously worked with Merry Me Events. Korhorn Financial Group provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and charitable organizations. The firm employs asset-allocation models primarily using mutual funds and ETFs, offers services including independent manager allocations and SEI Asset Management accounts, and supports plan sponsors under ERISA arrangements.

Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been associated with Korhorn Financial Group since 2007 and KFG Wealth Management, LLC since 2010. Outside of his advisory role, he works as a tax preparer and insurance agent at affiliated non-investment companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models, mutual funds, ETFs, and select strategies, offering ongoing portfolio monitoring and access to a financial planning platform.

Eric Wood is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Korhorn Financial Group, he held various roles including positions at KFG Wealth Management, Robinhood Markets, and Nelson Financial Planning. Outside of his advisory work, he provides real estate accounting consulting through Hoosier One Holdings, LLC. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, independent managers, and private funds, supported by platforms such as SEI Asset Management and eMoney for client reporting.

Allegrita Ashenfelter is a financial advisor at Korhorn Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Silver Oak Securities since 2021. Prior to that, she was employed at Korhorn Financial Group and KFG Wealth Management starting in 2017 and also has experience at First Source Bank. Outside of her advisory role, she has been involved with River Valley Church for over a decade. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and other strategies, and offers services including ERISA plan sponsor consulting and integrated tax and insurance solutions.

Kevin Korhorn is a CFP® and ChFC® with 32 years of experience in financial advisory services. He is the owner and president of Korhorn Financial Group, where he has worked since 2002, and has prior experience with Silver Oak Securities and KFG Wealth Management. Korhorn serves on the board of Africans Reaching Africa, a nonprofit organization focused on strategic planning. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and offers services including retirement plan consulting and tax and insurance services through affiliated companies.

Zachary Broadwick is a CFP® professional with seven years of industry experience, currently with Korhorn Financial Group. He has been associated with the firm and its affiliated entities since 2017. Outside of advisory work, he also prepares tax returns at KFG Tax & Business Services. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, independent managers, and private funds, and offers services including SEI Asset Management accounts and consolidated reporting through the eMoney platform.

Benjamin De Bock is a CFP® and ChFC® with nine years of experience in financial advising. He has been with Korhorn Financial Group since 2017, also working at KFG Wealth Management and Silver Oak Securities during his career. Outside of advising, he serves as Donor Services Chair for Young Life Michiana, a Christian youth outreach organization. Korhorn Financial Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes asset allocation using mutual funds, ETFs, and customized strategies, and offers services including ERISA plan consulting and integrated tax and insurance support.

Brock Bontrager is a Series 65-licensed financial advisor with Korhorn Financial Group in Granger, IN. He has been with the firm and its affiliated entity KFG Wealth Management since 2025. His prior work experience includes positions in the food service industry and at Purdue University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select alternative strategies, and offers additional services including retirement plan consulting and financial planning through the eMoney platform.

Joshua Gregory is a CFP® and ChFC® with 25 years of industry experience. He has worked at Korhorn Financial Group since 2002 and at KFG Wealth Management, LLC since 2007. Gregory serves as a board member and chairman of the alumni board at Bethel College, where he helps plan alumni events and represents the alumni association on the school's Board of Trustees. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, with ongoing monitoring and access to financial planning technology.

Peter Freddoso is a CFP® with nine years of industry experience. He is currently with Choreo, LLC and has previously worked at RSM US Wealth Management LLC and Fidelity Brokerage Services LLC. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm’s investment process emphasizes strategic asset allocation and uses quantitative screening and due diligence to select approved managers and model portfolios.