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Tayler C

CFP®, ChFC®, Series 66

Granger, IN

Korhorn Financial Group

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.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Emalynn B

Series 65

Granger, IN

Korhorn Financial Group

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.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jared M

CFP®

Granger, IN

Korhorn Financial Group

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.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jacob K

CFP®, Series 65

Mishawaka, IN

Choreo, LLC

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.

Retirement income strategy Founder/Business Owner Retired Executive
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David L

Series 66

Granger, IN

Independent Financial Partners

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.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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John M

Series 66

Elkhart, IN

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Marvin H

Series 63, Series 66

Mishawaka, IN

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Karen B

Series 63, Series 65

Mishawaka, IN

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Eugene F

Series 63

Granger, IN

Independent Financial Partners

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.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Istrael D

Series 63, Series 66

Granger, IN

Empower Advisory Group

Istrael Diego is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles 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, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael O

Series 63, Series 65

South Bend, IN

Bankers Life Advisory Services, Inc.

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.

Wealth management Retired
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Roberta K

Series 66

South Bend, IN

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Ryan M

Series 63, Series 65

Granger, IN

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Megan S

Series 63, Series 65

South Bend, IN

Key Investment Services LLC

Megan Sloma is a financial professional with 10 years of industry experience, currently affiliated with Key Investment Services LLC. She holds the Series 63 and Series 65 designations and has worked with firms including Cetera, Securian Financial Services, and Fifth Third Securities. Outside of her advisory role, she serves as Vice President on the board of LaSalle Academy, where she assists in planning school activities and supporting relationships between teachers and parents. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Bryan F

Series 65

Elkhart, IN

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Joshua K

Series 66

Mishawaka, IN

Hightower Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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John B

Series 66

Mishawaka, IN

Ameritas Advisory Services, LLC

John Basham is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, bringing seven years of industry experience. He previously spent 18 years with Ameriprise Financial Services, Inc. Outside of his advisory work, Basham is involved with Canvas Tax Services, LLC, assisting with employee recruitment and client referrals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of portfolio management strategies that include firm-developed and third-party models, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Cynthia S

Series 63, Series 66

Mishawaka, IN

Key Investment Services LLC

Cynthia Switalski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at KeyBank and KeyBanc Capital Markets Inc. She is based in Mishawaka, Indiana. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Michael N

Series 66

Granger, IN

Independent Financial Partners

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.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Timothy L

Series 65

South Bend, IN

Commonwealth Financial Network

Timothy Leman is a financial advisor with Commonwealth Financial Network based in South Bend, Indiana. He holds a Series 65 designation and has 18 years of industry experience. He has worked at Gibson Insurance Group since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services alongside operational, trading, technology, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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