Briley Herbster is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at SPINS, LLC and Ancient Nutrition. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies.

Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Douglas Mick is a financial advisor with Raymond James & Associates in Elkhart, Indiana. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 17 years with Raymond James & Associates. 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 ranging from individuals and high-net-worth clients to institutions and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

Delwyn Shrock is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Located in Elkhart, IN, he holds the Series 66 designation. 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 a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Leeper is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scott Hartman is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Cetera and Lake City Bank. Hartman is also involved with Hartman Johnston Capital Inc, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Steven Herbster is a financial advisor with Edward Jones in Middlebury, Indiana, holding a Series 63 credential and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he manages two LLCs related to property and vehicle ownership in Costa Rica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

Cory Marlow is a financial advisor with LPL Financial in Elkhart, Indiana, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Windor Insurance. Outside of finance, he has served as Porter Township Supervisor since 2016 and was involved with Bacon Hill Kitchen and Pub for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging various strategies and technological tools to support advisors.

Heidi Green is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. She has been with Cetera Investment Advisers LLC since 2025 and has prior experience at Lake City Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Leslie Navarre is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Navarre holds Series 63 and Series 65 licenses and is based in Elkhart, Indiana. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Dawn Barrier is a financial advisor with Edward Jones, holding the Series 66 designation and having 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Easton Dahlgren is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Midwest Automotive Designs and Patrick Industries. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Christoffersen is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to his career in financial advising, he worked in the recreational vehicle industry with Winnebago of Indiana, LLC and Winnebago Industries for a combined 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Destinee Chupp is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked previously at Cetera and Lake City Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Katherine Grusy is a financial advisor with Edward Jones in Goshen, IN, holding the CFP® and ChFC® designations and carrying 38 years of industry experience. She has been with Edward Jones since 2006 and previously worked at Uvest Financial Services Group, Inc. Outside of her advisory role, she is involved in bookkeeping for a controls engineering company and a farming operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm supports a large network of financial advisors and branch offices and offers affiliated mutual funds, a trust company, and securities-based lending options.

Joel Hawkins is a financial advisor with Edward Jones in Elkhart, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katherine Glick Miller is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 credential and previously worked at Concourse Financial Group Securities Inc and the Culp CPA Group. In addition to her advisory role, she serves as a designated principal and retirement administrator at Everence Trust Company, where she provides insurance, investment, financial, and charitable planning services, and is Vice President and a board member of Praxis Mutual Funds. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Kimberly Pedler is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2019, following roles at LPL Financial, Notre Dame Federal Credit Union, Lochmandy Motors, and Interra Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.