Peter Kauffman is a financial advisor with LPL Financial based in Warsaw, Indiana. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Northwest Bank, Foster Financial, Harbour Investments, PNC Bank, and Woodforest Bank. He is also a commissioned notary in the state of Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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.

Ashley Brewer is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She serves on the board of Junior Achievement of Whitley County. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated managers.

Jason Ellis is a CFP® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2008 and serves as a board member of the Milton Chamber of Commerce in Milton, WI. Ellis is also a member of SJE Capital LLC, the entity that owns his Edward Jones office, where he manages administrative and maintenance responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Crystal Sielesnew is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, based in Warsaw, IN. She has six years with Ameriprise and a total of five years of industry experience. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Joshua Jones is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he was involved in the hospitality industry with Cap City Fine Diner and Bar and spent several years in educational roles at Cedarville University and Lakeland Christian Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 12 years of industry experience. She has been with Edward Jones throughout her career, starting in 2014. Outside of her advisory role, she is involved in agricultural activities, including the sale of beef cattle and managing farm rental decisions related to crop production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Jack Williamson is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held roles at Franklin Electric Co., Inc. and attended Indiana University Bloomington. He has also been involved with the Tippecanoe Lake Country Club and Warsaw Community High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment solutions under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Heidi Neuhart is a financial advisor with Edward Jones in Warsaw, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Old National Bank for one year and spent twelve years at Bethesda Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Robert Congdon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 16 years of industry experience. He has worked with several firms including LPL Financial, Lake City Bank, and Ascensus Financial Services. He also serves as Vice President, Trust Officer, and Retirement Plan Services Manager at Lake City Bank, where he consults on retirement plan law changes and plan compliance. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual, corporate, retirement plan, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with various program structures and access to multiple third-party managers.

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.