Matthew Earley is a financial advisor at Choreo, LLC with a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including positions at Alpine Food Shop, Hollister, Inc., and in education. Choreo, LLC serves a diverse client base, including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment process integrates strategic asset allocation with quantitative screening and due diligence to construct portfolios using a variety of investment vehicles and offers specialized advisory services such as 1031 like-kind exchange advisory and outsourced CIO work.

Casey Meuzelaar is a financial advisor at Korhorn Financial Group with Series 65 registration and one year of industry experience. Prior to joining Korhorn Financial Group in 2025, Casey worked in the healthcare sector at Afdent Dental and Del Pilar Medical and Urgent Care. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management and offers comprehensive planning tools, including access to eMoney and ongoing portfolio monitoring.

Michael Bernard is a financial advisor at Korhorn Financial Group with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Silver Oak Securities Inc and Even Up, LLC. Bernard serves as a board member and secretary for the Patchwork Dance Company and is Treasurer for Harris Baseball Softball, a nonprofit youth sports organization. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs a model-based investment approach using mutual funds, ETFs, and select strategies, alongside financial planning and retirement plan consulting.

Corey Johnson is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Korhorn Financial Group and KFG Wealth Management LLC, and has additional experience as a Realtor with Coldwell Banker, The Real Estate Group. Outside of financial advising, he is involved in property management and rental property ownership through several related entities. 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 employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and offers services such as independent manager allocations, SEI Asset Management accounts, and consolidated reporting via the eMoney platform.

Caleb Korhorn is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at the University of Michigan and Trinity School at Greenlawn. Caleb also assists with day-to-day operations at Korhorn Financial Group as an intern. 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 models implemented mainly with mutual funds and ETFs, and it provides services including ERISA plan sponsor consulting and consolidated client reporting through the eMoney platform.

Amy Masters is a financial advisor with Korhorn Financial Group in Granger, IN, holding CFP® and ChFC® designations and the Series 66 license. She has 12 years of industry experience, including four years at Silver Oak Securities, Inc. Amy also volunteers on the finance committee of Young Life, where she assists with financial reporting and budgeting. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and select alternative strategies, supported by ongoing monitoring and the eMoney planning platform.

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.

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.

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.

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.