Jordan Oyer is a financial advisor at Fiduciary Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including MML Investors Services LLC, Westpoint Financial Group, and Western & Southern Life. Outside of his advisory role, he is also licensed as an insurance agent in Indiana. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers specialized trustee services and access to private alternative funds.

James Christing is a financial advisor with Korhorn Financial Group, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Korhorn, his work history includes roles at Indiana Wesleyan University and Our Daily Bread Ministries. Korhorn Financial Group provides discretionary investment management and financial planning to individuals—including high-net-worth clients—retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models with mutual funds, ETFs, independent managers, and selective strategies, and supports ongoing portfolio monitoring and client access to financial planning technology.

Regan Ramirez is a Series 65-licensed advisor with Korhorn Financial Group, bringing one year of industry experience. Prior to joining Korhorn Financial Group and its affiliated KFG Wealth Management, LLC in 2025, Ramirez held roles at Spring Arbor University, Green Bay Packaging, and Rupp, Hagans, Bohmer LLP. Outside of financial advising, Ramirez has experience working with community organizations such as the Jackson YMCA and Archbold Swimming Pool. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation through mutual funds, ETFs, and customized strategies, offering both standalone planning and ongoing advisory relationships.

Bradley Simich is a financial advisor with Korhorn Financial Group holding the CFP®, ChFC®, and Series 66 designations. He has seven years of industry experience, including roles at Gradient Advisors LLC and Howard Bailey Securities, and prior service in the United States Marine Corps. Outside of finance, he owns Just Add H2O, a scuba equipment and instruction business. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models primarily using mutual funds and ETFs, offers services including SEI Asset Management accounts, and provides consolidated reporting through the eMoney platform.

Elaina Wright is a financial advisor with Korhorn Financial Group in Granger, Indiana. She holds the Series 65 designation and has one year of industry experience. Prior to her current role, she worked in various positions including at McConn Coffee Company and Wright Directions Counseling. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation model approach using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing portfolio monitoring and client access to the eMoney planning platform.

Joshua Korhorn is a financial advisor at Korhorn Financial Group with a Series 65 designation and three years of industry experience. His background includes service in the United States Army and a brief tenure at the University of Notre Dame. He assists in the day-to-day operations of Korhorn Financial Group. 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 an asset-allocation approach using mutual funds, ETFs, independent managers, and private funds, and provides services including ERISA plan sponsor consulting and consolidated client reporting.

Tyler Holder is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 license and has worked in financial services since 2023, including prior experience at KFG Wealth Management and Korhorn Financial Group. Before entering the financial industry, he spent seven years at Gospel City Church. Outside of advising, he is also employed in operational and insurance advisory roles within Korhorn’s affiliated companies. 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, independent managers, and select strategies, alongside ongoing monitoring and client access to financial planning technology.

Mark Mcnamee is a financial advisor at Gradient Securities, LLC with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Gradient Securities since 2012. Mcnamee also owns and manages Golden Dome Investments, Inc, a retail business, and serves as treasurer for a State Senate political campaign. Additionally, he provides accounting and tax preparation services through his CPA practice. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm uses a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis and frequently utilizes third-party managers.

Michael Watson is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McGladrey LLP and McGladrey Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, managed through a centralized team and an Investment Committee.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides 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, independent managers, and select strategies, along with financial planning and retirement plan consulting services.

Brendon Handy is a CFP® and ChFC® with five years of industry experience, currently serving at Korhorn Financial Group. He has worked at KFG Wealth Management and Korhorn Financial Group since 2019 and also has experience as a tax preparer with KFG Tax and Business Services. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation and model-based portfolio management approach, utilizing mutual funds, ETFs, independent managers, and select strategies, while offering ongoing portfolio monitoring and access to financial planning tools.

Gillian Allen is a financial advisor affiliated with Korhorn Financial Group and holds a Series 65 designation. She has one year of industry experience and has worked with Korhorn Financial Group since 2024. Outside of financial services, she operates a family-owned mobile food truck franchise, Manifest Destiny, LLC, which serves local events and University of Michigan football games. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses model-based portfolio management with mutual funds, ETFs, independent managers, and select strategies while offering ongoing monitoring, rebalancing, and access to financial planning platforms.

Diana Dimian is a financial advisor with Korhorn Financial Group holding a Series 65 credential and five years of industry experience. She has worked at Silver Oak Securities since 2021 and has been associated with Korhorn Financial Group since 2019. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including standalone planning and ongoing advisory relationships.

Jeffrey Jankowski is a financial advisor at Korhorn Financial Group with one year of industry experience. Prior to joining Korhorn, he worked for 27 years at Dent Patrol, Inc. He holds a Series 65 designation. 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, offers services including ERISA plan consulting, and utilizes platforms such as eMoney and SEI Asset Management for client reporting and account management.

Matthew Earley is a financial advisor at Choreo, LLC with a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including positions at Alpine Food Shop, Hollister, Inc., and in education. Choreo, LLC serves a diverse client base, including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment process integrates strategic asset allocation with quantitative screening and due diligence to construct portfolios using a variety of investment vehicles and offers specialized advisory services such as 1031 like-kind exchange advisory and outsourced CIO work.

Casey Meuzelaar is a financial advisor at Korhorn Financial Group with Series 65 registration and one year of industry experience. Prior to joining Korhorn Financial Group in 2025, Casey worked in the healthcare sector at Afdent Dental and Del Pilar Medical and Urgent Care. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management and offers comprehensive planning tools, including access to eMoney and ongoing portfolio monitoring.

Michael Bernard is a financial advisor at Korhorn Financial Group with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Silver Oak Securities Inc and Even Up, LLC. Bernard serves as a board member and secretary for the Patchwork Dance Company and is Treasurer for Harris Baseball Softball, a nonprofit youth sports organization. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs a model-based investment approach using mutual funds, ETFs, and select strategies, alongside financial planning and retirement plan consulting.

Corey Johnson is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Korhorn Financial Group and KFG Wealth Management LLC, and has additional experience as a Realtor with Coldwell Banker, The Real Estate Group. Outside of financial advising, he is involved in property management and rental property ownership through several related entities. 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, including Dimensional funds and Innovator Defined Outcome ETFs, and offers services such as independent manager allocations, SEI Asset Management accounts, and consolidated reporting via the eMoney platform.

Caleb Korhorn is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at the University of Michigan and Trinity School at Greenlawn. Caleb also assists with day-to-day operations at Korhorn Financial Group as an intern. 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 implemented mainly with mutual funds and ETFs, and it provides services including ERISA plan sponsor consulting and consolidated client reporting through the eMoney platform.

Amy Masters is a financial advisor with Korhorn Financial Group in Granger, IN, holding CFP® and ChFC® designations and the Series 66 license. She has 12 years of industry experience, including four years at Silver Oak Securities, Inc. Amy also volunteers on the finance committee of Young Life, where she assists with financial reporting and budgeting. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and select alternative strategies, supported by ongoing monitoring and the eMoney planning platform.