Joseph Baier is a financial advisor with Edward Jones in Elkhart, IN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns a real estate holdings company, JB Real Estate Holdings LLC, involved in the management of commercial property. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Griffin Borst is a CFP® credentialed financial advisor with six years of industry experience, currently serving clients at Edward Jones in Elkhart, IN since 2019. His prior work includes roles at Region 8 Marion School District, Farmers Insurance, and Taylor University. Outside of advising, he is involved in managing an Airbnb rental property. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, notable for its extensive national advisor network and comprehensive advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Jesse Maust is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Everence Capital Management, Inc., Fieldstone Wealth Management, Raymond James Financial Services Inc., and Thumb National Bank and Trust Co. Maust serves as a trustee and Treasurer for Rosedale Bible College, where he oversees and monitors investments and assists with capital campaign planning. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program structures and access to third-party managers, managing over $256 billion in assets.

Greg Emmack is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2017 and previously was with KeyBank and Key Investment Services. Outside of his advisory role, he serves as a committee member on the Memorial Endowment Committee at Trinity Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and $256 billion in assets under management.

Dane Blue is a financial advisor with Wells Fargo Advisors in Elkhart, IN, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns a go-kart racing team called Twin Turbo Racing LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and other niche groups.

Kristen Jones is a financial advisor with Primerica Advisors in Elkhart, Indiana. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at August Mack and TriZetto Provider Solutions, and earlier was employed at Indiana State University and Lindbergh High School. Outside of advising, she owns Jones-E & Associates LLC, an investment-related business serving Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based wrap fee structure.

Thomas Burkert is a financial advisor with Osaic Wealth, Inc. in Elkhart, Indiana. He holds a Series 66 designation and has been with Osaic since 2025. His prior experience includes brief roles at VantagePointe Financial Group and Topcoat Powder Coating, as well as periods as a student. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

Aaron Wilkinson is a financial advisor at Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is the owner of two real estate-related businesses in Goshen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Bontrager is a financial advisor at Edward Jones in Elkhart, Indiana, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he consults with construction vendors for Helgeson Steel. 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 through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Erik Jaques Rosales is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at PNC Bank for eight years and has previous experience in hospitality and retail operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Teall is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Equitable Advisors since 2016. Prior to that, he was associated with Axa Advisors, LLC and worked in the turf solutions industry. He is a partner in FTH Group LLC, a business activity unrelated to his advisory role. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Holly Napier is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Her prior roles include positions at LPL Financial, Interra Credit Union, and CUNA Brokerage Services, Inc. Before entering financial services, she worked at Rieth-Riley Construction Co., Inc. for five years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brandon Smith is a Series 66 registered financial advisor with Edward Jones in Edwardsburg, MI, with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail and home health care. Outside of advising, he has engaged in sales training related to Hewlett Packard retail associates. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jonathan Rolon is a ChFC® and Series 66 licensed advisor with Edward Jones, based in Osceola, IN, and has 10 years of industry experience. He has worked at Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Tamora Markham is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm’s proprietary investment methodology uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning decisions.

Scotty Ferguson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Charles Molloy is a financial advisor with LPL Financial in Goshen, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes prior roles at CUNA Mutual Group, Pruco Securities LLC, Prudential Insurance Company of America, PNC Investments, TD Ameritrade, and Scottrade. Outside of his advisory work, he has worked as a contract driver for several ride-share and delivery services since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven portfolio strategies.

Clint Clark is a financial advisor at Edward Jones with a Series 66 designation and 14 years of combined industry experience, including 13 years at Nishikawa Cooper LLC and recent tenure at Edward Jones. He is based in Goshen, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.