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Adam C

Series 66

Goshen, IN

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Inheritance planning Founder/Business Owner
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Jerry K

CFP®, Series 66

Warsaw, IN

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Katherine G

Series 66

Goshen, IN

Cetera

Katherine Glick Miller is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 credential and previously worked at Concourse Financial Group Securities Inc and the Culp CPA Group. In addition to her advisory role, she serves as a designated principal and retirement administrator at Everence Trust Company, where she provides insurance, investment, financial, and charitable planning services, and is Vice President and a board member of Praxis Mutual Funds. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Angela G

Series 66

Ligonier, IN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kimberly P

Series 65, Series 63

Goshen, IN

Edward Jones

Kimberly Pedler is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at LPL Financial, Notre Dame Federal Credit Union, Lochmandy Motors, and Interra Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bradley S

Series 66

Goshen, IN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amanda H

Series 63, Series 65

Goshen, IN

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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