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.

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.

Michael O’hearn is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to his current role since 2023, he has held various positions within Bankers Life entities beginning in 2017. Outside of advisory work, he recruits and trains insurance agents and is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerance.

Roberta Kealy is a financial advisor at &PARTNERS with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Raymond James & Associates. Based in South Bend, IN, she joined &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party strategies.

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.

Megan Sloma is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, Healy Financial, and Fifth Third Securities. She serves as Vice President on the LaSalle Academy school board, where she assists in planning school activities and supporting teacher-parent relations. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Joshua Kestle is a financial advisor with Hightower Advisors in Mishawaka, IN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Investment Services, Wells Fargo Clearing Services, Ettain, and Discover Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

John Basham is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and is currently involved with Verso Financial as Lead Advisor. Outside of advisory activities, Basham assists with recruiting and client referrals at Canvas Tax Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Cynthia Switalski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 30 years of industry experience. Her work history includes multiple roles at Keybank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Timothy Leman is a financial advisor with Commonwealth Financial Network based in South Bend, Indiana. He holds a Series 65 designation and has 18 years of industry experience. He has worked at Gibson Insurance Group since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services alongside operational, trading, technology, compliance, and practice-management support.

Matthew Huber is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Key Investment Services in various roles since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and performing due diligence through its Product Due Diligence Committee.

Grant Hageman is a CFP®-credentialed financial advisor with five years of industry experience. He currently works at Ameritas Advisory Services, LLC and has previously held roles at firms including Ameriprise Financial, Harbour Investments, Inc., and United Federal Credit Union. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Jonathan Cisna is a CFP® professional at D.A. Davidson & Co. with five years of industry experience. He previously worked at KeyBank and 1st Source Corporation Investment Advisors, Inc. before joining his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Shane Martens is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He previously worked at KeyBank for 12 years before joining D.A. Davidson in 2026. He holds the Series 66 and Series 63 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Edward Jordanich is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and offering 24 years of industry experience. His prior roles include eight years at Wells Fargo Advisors and related affiliates. He is also a 50% owner of an LLC that owns a building with a restaurant and apartment in South Bend, Indiana. \u0026PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning services through a blend of proprietary and third-party strategies.