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, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Shawn Skaggs is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2016, serving in various capacities at the firm through 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

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 at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Notre Dame Credit Union. Outside of finance, Tidwell is the owner and partner of Luxe Hair Studio LLC, a hair salon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Alexander Hartsough is a financial advisor with Equitable Advisors holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Axa Advisors and Bontrager Pools. Outside of his advisory work, he is a partner in FTH Group LLC, contributing to office expense management without compensation. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Connor Manges is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at NorthWestern Mutual and FedEx Freight. His background also includes roles in education and local business operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has a background working at Cuna Brokerage Services, Inc. and Teachers Credit Union alongside her current role. 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 investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 credentials and bringing 11 years of industry experience. Her prior positions include roles at CUNA Brokerage Services, Inc. and Interra Credit Union. She has occasional involvement with a family-owned custom cabinetry business but holds no ownership or compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

James Burkert is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Osaic since 2018 and previously spent nine years with Signator Investors, Inc. Burkert serves on the finance committee of St. John's Episcopal Church, assisting with annual budget creation and investment reviews for the church trust fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided asset-allocation tools and efficient-frontier analysis to construct diversified portfolios tailored to clients' risk tolerance and investment restrictions.

Fay Ploeger is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Goshen, IN. She has been with Edward Jones since 2018, totaling six years of experience at the firm. Prior to her financial advisory roles, she was involved with Ebenezer Reformed Church and F.A. Voiceworks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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 financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Baird, Edward Jones, and Interra Credit Union. She is based in Goshen, IN. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.