Benjamin Gooding is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at Everence and Concourse Financial Group Securities Inc. He provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

David Sands is a financial advisor with Edward Jones in Ligonier, Indiana, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked at Edward Jones since 1996. Sands is a joint owner of several commercial properties, including office spaces used by Edward Jones and other businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

William Clark is a financial advisor at Edward Jones with 24 years of industry experience. He has held his current position since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of Barak Enterprises, LLC, a real estate holding company. 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, supported by a large network of financial advisors and branches nationwide.

Sheldon Shrock is a financial advisor with Edward Jones in Shipshewana, IN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. He is also CEO of Gladstone Properties, LLC, an entity formed to lease space for his office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bradley Davis is a financial advisor with Raymond James & Associates in Elkhart, IN, holding a Series 66 credential and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he owns rental real estate properties managed by an agency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by affiliated research and model managers.

Kenton Fervida is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as a board member of the Hubbard Hill Retirement Community. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios.

James Kirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, Interra Credit Union, CUNA Brokerage Services Inc, and Alaska USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Paul Gayler is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Elkhart County Farm Bureau Credit Union and Cuna Brokerage Services, Inc. He is also a partner in Rambler Investments, LLC, an office building ownership business based in DeRidder, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Matthew Schwartz is a financial advisor at Edward Jones in Syracuse, IN, holding a CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of an LLC that holds farmland for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

William Bonning is a CFP®-designated financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, Bonning is the owner of a commercial rental property business in Goshen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jacob Peattie is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he served in community positions including Sunday School Coordinator at Mission Point Community Church and Assistant Basketball Coach with Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Eric Stults is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he was not employed for two years between 2015 and 2017. 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeneen Crane is a CFP® professional with 25 years of industry experience. She currently works at Edward Jones and has prior experience at LPL Financial and Cuna Brokerage Services Inc. Outside of her advisory role, she co-manages a rental property LLC with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Austin Francis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as the head men’s soccer coach at Cassopolis High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

Aaron Anderson is a financial advisor with Raymond James & Associates in Elkhart, Indiana, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2000 and is also a partner at Legacy Wealth Management LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by in-house research and a broad range of portfolio management strategies.

Deborah Ayres is a CFP® professional with 15 years of experience in the financial services industry. She has been with Edward Jones since 2011 and is based in Nappanee, Indiana. 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 offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Stuart Buck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves on the Finance Committee of the Clinic for the Rehabilitation of Wildlife (CROW) in Florida. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Nathan Stemm is a CFP® with 19 years of industry experience and has been with Edward Jones since 2007. He is based in Elkhart, IN and holds a Series 66 license. Outside of his advisory role, he is a member of JNS Holdings, LLC, a holding company for real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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.

Gretchen Summe is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2005. Outside of her advisory role, she works as a freelance seamstress specializing in dress and clothing alterations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Trevor Shields is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Wa-Nee Community Schools. Trevor is based in Nappanee, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.