Summer Hathaway is a CFP® with 18 years of industry experience, currently affiliated with Korhorn Financial Group. She has worked at Korhorn Financial Group since 2007 and was previously with Silver Oak Securities Inc from 2016 to 2022. Hathaway holds the Series 66 designation as well. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management, utilizing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

Jonathan Slocum is a CFP® professional with 11 years of experience, currently serving at SYM Financial Advisors since 2012. He is based in Mishawaka, IN. SYM Financial Advisors offers wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process executed through a variety of investment vehicles and strategies.

John Mckissick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, he worked at Compass Wealth Advisors from 2013 to 2017. Outside of his advisory role, he is an insurance agent licensed for life, health, and annuity products and manages a real estate company in Elkhart, Indiana. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customized strategies, including ESG and faith-based options, supported by proprietary technology and a platform that offers access to third-party managers and sub-advisory services.

Jacqueline Kronewitter is a CFP® professional with eight years of experience in financial advising. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management and 1st Source Corporation Investment Advisors, Inc. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios, with portfolio implementation through various account types and ongoing manager due diligence.

Nicholas Rimicci is a financial advisor at Thurston Springer Advisors with a Series 66 credential and seven years of industry experience. He previously worked at Iconiq Capital and Stanford Health Care before joining Thurston Springer Financial and The Patzer Group Wealth Management. Thurston Springer serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management through a variety of strategies, including discretionary and active management models that combine fundamental and technical investment analysis.

Jackson Taylor is a financial advisor at Korhorn Financial Group with Series 65 credentials and one year of industry experience. Prior to his advisory role, he has held various positions including internships within the financial services sector and roles outside the industry. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation using mutual funds, ETFs, and custom strategies, while offering consolidated client reporting and serving plan sponsors under ERISA arrangements.

Tayler Cizewski is a financial advisor at Korhorn Financial Group with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Charles Schwab and Money Concepts Capital Corp. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management incorporating mutual funds, ETFs, and select strategies like options and short sales.

Emalynn Benham is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. She has been with the firm and its affiliated entities since 2025. Prior to joining Korhorn, she spent over a decade working in education and has experience at Spring Arbor University and Sparta Area Schools. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management with an emphasis on mutual funds, ETFs, and alternative strategies, alongside client access to advanced planning tools.

Jared Moxness is a CFP® professional with seven years of experience at Korhorn Financial Group and six years at KFG Wealth Management LLC. He previously worked for four years at Plante & Moran, PLLC. In addition to his advisory role, he works as a tax preparer at KFG Tax & Business Services. Korhorn Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes asset allocation using mutual funds, ETFs, and custom strategies, and offers both standalone planning and ongoing advisory relationships.

Jacob Kersey is a CFP® with six years of experience in the financial services industry. He is currently with Choreo, LLC, where he has worked since 2022. Prior to Choreo, he held positions at Korhorn Financial Group, KFG Wealth Management, and RSM Wealth Management. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a disciplined investment process centered on strategic asset allocation and utilizes a range of portfolio implementation strategies to meet client needs.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.

David Littrell is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell also receives residual income from previous work as an AFLAC agent. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and $12.5 billion in assets under management. The firm offers decentralized investment advisory and retirement-plan services, notable for its formal retirement-plan advisory and pension consulting capabilities.

John Mc Sorley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. He is also involved with Emerson North Creek Development, LLC, a real estate business in Elkhart, IN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Marvin Hardiman is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third-party strategists.

Karen Bauman is a financial advisor at &PARTNERS with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as Secretary and Show Committee member for Central Indiana Scent Work and performs scoreroom duties for NACSW K-9 Nosework trials. &PARTNERS serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.

Eugene Flock Jr. is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and E. J. Flock & Associates. He is also the owner of Generations Wealth Advisors, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities as well as its multi-advisor platform serving a broad client base.

Istrael Diego is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a combination of point-in-time financial plans and optional managed account solutions.

Robyn Smeltzer is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Ryan Murphy is a financial advisor at PNC Wealth Management in Granger, IN, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties. This program operates as an invitation-only employee pilot with discretionary portfolio management and annual rebalancing.

Bryan Focht is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. His prior work includes roles at Guidance Tax and Accounting, LLC and Guidance Investment Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.