Michael Lakner is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Concourse Financial Group Securities Inc and Everence, where he provides insurance, investment, financial planning, and charitable planning services through Everence Trust Company. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Debra Hall is a financial advisor with Edward Jones in Elkhart, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Hall serves as a board member of the Rotary Club of Elkhart. 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 operates a large nationwide network of financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Cien Asoera is a financial advisor with Edward Jones in Elkhart, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of CK Soccer Inc, an organization involved in soccer refereeing administration. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Richard Puckett is a financial advisor with Edward Jones in Goshen, Indiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, all with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Shawn Skaggs is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones continuously since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Lonie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2005. Outside of his advisory role, he serves as a commissioner for the Housing Authority of Michigan City and operates a mobile notary service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Elizabeth Borger is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory role, she is involved in several community and nonprofit organizations, including serving on the boards of the University of Notre Dame Shakespeare in Performance and the Elkhart Parks Foundation, as well as holding leadership positions in local social and civic groups. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic financial planning and emphasizes a range of services including municipal market activities and collaboration with affiliated trust companies and banks.

Steven Tidwell is a financial advisor with J.P. Morgan Securities in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual, LPL Financial, and Notre Dame Credit Union. Outside of finance, he is an owner and partner of Luxe Hair Studio LLC, a hair salon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Alexander Hartsough is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His career includes time at Axa Advisors and roles outside finance such as with Bontrager Pools and Ball State University. He is also a partner in FTH Group LLC, where he contributes to office expense management. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Brian Borger is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013 and holds Series 63 and Series 65 licenses. He is involved with the Community Foundation of Elkhart County as an Estate Planning Council Committee member and serves on the board of Morris Park Country Club, including a role on its Caddie Program Committee. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, aimed at supporting client decision-making across asset allocation, retirement, insurance, and estate planning.

Ryan Watson is a financial advisor with Edward Jones in Osceola, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nearly two decades at School City of Mishawaka. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Caela Ullmer is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes prior roles at CUNA Brokerage Services and Teachers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

John Troyer is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Prairie Village Family Center Corp, Clinton Brick Mennonite Church, and Evana Network. He is also involved with Troyernet, LLC, a business he has operated for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, 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, investment strategies, and affiliated financial services.

Renee Yoder is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at CUNA Brokerage Services, Inc. and Interra Credit Union. Outside of her advisory role, she occasionally assists with administrative tasks for her husband’s custom cabinetry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its integrated services including trust, mutual funds, and securities-based lending.

James Burkert is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. for nine years and Edward Jones for one year. He serves on the finance committee of St. John's Episcopal Church in Elkhart, IN. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Fay Ploeger is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her work history includes a role at Ebenezer Reformed Church and involvement with F.A. Voiceworks LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Meredith Clark is a Series 66-licensed financial advisor with Edward Jones in Bristol, Indiana. She has worked at Edward Jones since 2019 and previously taught at Northridge Middle School and Middlebury Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Kyle Koch is a Series 66-licensed financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2018. He has eight years of industry experience and previously was involved with The Movement Ministries Inc. and Koch Inc. Outside of his advisory role, he is affiliated with the Foundation Family Worship Center. 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 and 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 over 23,700 financial advisors.

Matthew Stemm is a financial advisor with Edward Jones in Osceola, Indiana, holding Series 63 and Series 66 registrations and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as Vice President of Dollars For Scholars in Elkhart, Indiana, where he helps organize fundraisers for high school senior scholarships, and he is involved in strategic planning for an Amish bakery and franchise business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a variety of investment strategies and affiliated financial services.

Katelyn Kelter is a Series 66 licensed financial advisor with seven years of industry experience. She is currently affiliated with LPL Financial and Interra Credit Union, having previously worked at Edward Jones and Baird. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with advanced research tools and a wide array of financial products.