Brandon Mc Lemore is a financial advisor with Eagle Strategies (NY Life) based in Elkhart, Indiana, holding Series 63 and Series 65 credentials and bringing six years of industry experience. He has worked previously with FC Hawks and has operated his own firm, McLemore Financial Strategies, LLC, since 2022. Outside of his advisory role, Mc Lemore serves as an assistant boys varsity soccer coach at Elkhart Christian Academy and is a board member of the Humane Society of Elkhart County. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of representatives. The firm provides tailored advice across multiple program types, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

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.

Michael Nichols is a financial advisor at Independent Financial Partners with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. for over two decades. In addition to his advisory role, Nichols owns Generations Wealth Advisors, which focuses on tax preparation and financial planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform that serves a diverse client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Teresa Covey is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank and its affiliated firms since 2015. She is based in Elkhart, Indiana. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a range of discretionary managed-account options and integrated portfolio management solutions.

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.

Donald Kuhn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Transamerica since 2012 and also serves as president and shareholder of Kuhn Tax Advisors, Inc., a tax planning and preparation firm. Outside of advisory work, Kuhn has volunteered with the Berne Volunteer Fire Department for over 20 years. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Collin Walker is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers both individualized advisor strategies and centralized asset management, with a notable focus on retirement-plan advisory and pension consulting services.

Maureen Teunissen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Guidance Investment Advisors and Everence Trust Company. Outside of her advisory work, she is associated with bookkeeping activities through a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

Ashok Sanghavi is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2023. His prior experience includes ten years at Retirement Income Management and ongoing work with Penn Mutual Life Insurance Company since 2011. Outside of his advisory roles, he is involved as an insurance agent with Global Financial Group, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm offers a combination of advisory and broker-dealer services, supporting clients with tailored investment strategies and a broad range of financial planning and retirement consulting solutions.

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.

Allen Kilburn is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Western Southern Life and National Life Group. Kilburn is also an insurance agent with TrueWealth Advising Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

David Deahl is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2025. Outside of his advisory role, he assists his son with financial activities under a power of attorney arrangement. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative approaches, with options for discretionary or non-discretionary management through both in-house advisors and third-party managers.

Kevin Grunawalt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has held roles at multiple firms including Verso Insurance Partners, Canvas Tax Services, and 20/20 Capital Management. Outside of his advisory work, Grunawalt is involved in marketing and operations through his leadership roles at Verso Financial, Canvas Financial, Verso Enterprises, Inc., and Canvas Tax Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and employs investment committees and third-party partners to support portfolio construction and monitoring.

Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill Lynch, and Scottrade. Medlin is based in Elkhart, Indiana. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed and third-party managed strategies.

Michael Griggs is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Guidance Investment Advisors, LLC and Mutual Securities. Outside of advising, he is involved in the sales and servicing of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Robert Hoffer Jr. is a financial advisor with Valic Financial Advisors in Elkhart, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Valic since 2009 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.