Jay Hinkel is a financial advisor at LPL Financial in Warsaw, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles across healthcare and venture sectors, including Carebridge, Strangelove Ventures, and Creative Health Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network, utilizing both discretionary and non-discretionary management with support from model portfolios and third-party research.

David Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Cetera Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Robertson is a financial advisor with LPL Financial in Warsaw, IN, holding a Series 66 designation and three years of industry experience. He has previously worked at Cetera Investment Services LLC and KDJ Group, and spent nine years with Warsaw Community Schools. Outside of his advisory role, he serves as an advisor for the Indiana Principal Leadership Institute at Indiana State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and utilizes model portfolios and third-party research to support its investment strategies.

Scott Thieme is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing at Edward Jones since 2009. He is based in Winona Lake, IN, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Jessica Bricker is a CFP® with eight years of industry experience, currently affiliated with LPL Financial since 2023. Her prior experience includes roles at Cetera and Zimmer Biomet. She is involved with the KDJ Group in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Kurt Boggs is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and is also a member of the Hankins & Boggs Group. Boggs serves as a committee member for the Kosciusko County Community Foundation, where he helps monitor and advise on the foundation’s financial management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes various analytical tools to align recommendations with client goals.

Brent Mock is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for six years at Civil & Environmental Consultants, Inc. Outside of his advisory role, he performs as a bassoonist with the Purdue University Wind Ensemble. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of advisors and branch offices.

Jerry Koontz Jr. is a CFP®-credentialed financial advisor with Edward Jones in Warsaw, IN, where he has worked since 2017. He has a total of eight years in the financial industry and previously spent ten years with AT&T Mobility. Outside of his advisory role, he serves as an assistant football coach for Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors.

Justin Elliott is a CFP® professional with 13 years of industry experience, currently serving clients at Edward Jones since 2013. He holds the Series 66 designation and is based in Warsaw, 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Kingston is a CFP® professional with 24 years of experience at Ameriprise Financial Services, where she has worked since 2002. She serves on the Board of Directors for Cardinal Services Easterseals Northern Indiana Network and is the Finance Chair for the Servant Council at Plymouth Trinity United Methodist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes comprehensive written Recommendation Reports and ongoing tax-aware withdrawal strategies developed by a centralized service team.