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.

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.

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.

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.

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.