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.

Jay Hinkel is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Carebridge, Strangelove Ventures, and multiple health and rehabilitation organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Teall is a Series 66-licensed financial advisor with Equitable Advisors in Goshen, Indiana, holding 10 years of industry experience. He has been with Equitable Advisors since 2016, including prior work at Axa Advisors, LLC. He is also a partner at FTH Group LLC, a role he performs on a minimal basis without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Holly Napier is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. She currently works at Edward Jones in Goshen, IN, having previously held positions at LPL Financial, Interra Credit Union, CUNA Brokerage Services, Inc., and Rieth-Riley Construction Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Charles Molloy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at CUNA Mutual Group, Prudential Insurance Company of America, PNC Investments, TD Ameritrade, and Scottrade. Outside of his advisory work, he has been active as a contract driver for several ride-sharing and delivery services since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

David Jones is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at Cetera and Cetera Investment Services LLC before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Amberly Miller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank since 2018. Prior to that, she was employed at Huntington National Bank for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

David Robertson is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Cetera Investment Services LLC, KDJ Group, and Warsaw Community Schools. He serves as an advisor for the Indiana Principal Leadership Institute at Indiana State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Christoffersen is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to his career in financial advising, he worked in the recreational vehicle industry with Winnebago of Indiana, LLC and Winnebago Industries for a combined 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Angela Gibson is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Nishikawa Cooper, LLC DBA NISCO from 2014 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kimberly Pedler is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2019, following roles at LPL Financial, Notre Dame Federal Credit Union, Lochmandy Motors, and Interra Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Bradley Schrock is a financial advisor with Edward Jones in Goshen, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Lippert Components for five years and Lexington LLC for six years. He serves as president of the Northern Indiana chapter of Business Networking International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Amanda Hilton is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012. Outside of her advisory role, she is also a musician who occasionally performs in a band several times a year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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.