Kenton Fervida is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as a board member of the Hubbard Hill Retirement Community. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios.

James Kirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, Interra Credit Union, CUNA Brokerage Services Inc, and Alaska USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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.

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.

Jacob Peattie is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he served in community positions including Sunday School Coordinator at Mission Point Community Church and Assistant Basketball Coach with Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Eric Stults is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he was not employed for two years between 2015 and 2017. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeneen Crane is a CFP® professional with 25 years of industry experience. She currently works at Edward Jones and has prior experience at LPL Financial and Cuna Brokerage Services Inc. Outside of her advisory role, she co-manages a rental property LLC with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and 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.

Nathan Stemm is a CFP® with 19 years of industry experience and has been with Edward Jones since 2007. He is based in Elkhart, IN and holds a Series 66 license. Outside of his advisory role, he is a member of JNS Holdings, LLC, a holding company for real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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.

Joseph Baier is a financial advisor with Edward Jones in Elkhart, IN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns a real estate holdings company, JB Real Estate Holdings LLC, involved in the management of commercial property. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Griffin Borst is a CFP® credentialed financial advisor with six years of industry experience, currently serving clients at Edward Jones in Elkhart, IN since 2019. His prior work includes roles at Region 8 Marion School District, Farmers Insurance, and Taylor University. Outside of advising, he is involved in managing an Airbnb rental property. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, notable for its extensive national advisor network and comprehensive advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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.

Greg Emmack is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2017 and previously was with KeyBank and Key Investment Services. Outside of his advisory role, he serves as a committee member on the Memorial Endowment Committee at Trinity Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and $256 billion in assets under management.

Dane Blue is a financial advisor with Wells Fargo Advisors in Elkhart, IN, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns a go-kart racing team called Twin Turbo Racing LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and other niche groups.

Kristen Jones is a financial advisor with Primerica Advisors in Elkhart, Indiana. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at August Mack and TriZetto Provider Solutions, and earlier was employed at Indiana State University and Lindbergh High School. Outside of advising, she owns Jones-E & Associates LLC, an investment-related business serving Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based wrap fee structure.

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.

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

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.

Erik Jaques Rosales is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at PNC Bank for eight years and has previous experience in hospitality and retail operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.