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.

Robert Decker Jr. is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as the landscaping committee chair for the Bittersweet Cove Homeowners Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology supports asset allocation and planning analyses, while clients maintain discretion over implementation.

Lyndsay Hemmick is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and previously worked at Apex Energy Solutions for ten years. Outside of her advisory role, Hemmick serves on the Northern Indiana Council of Make-A-Wish and on the board of the nonprofit CAPS, which supports families affected by abuse and neglect, and she co-owns a commercial supply business with her spouse. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stephen Douglas is a financial advisor with OSAIC based in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1989. In addition to his advisory role, he occasionally performs notary public duties for clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Amberly Miller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary approach.

Andrew Asma is a financial advisor at Edward Jones in Elkhart, Indiana, holding the CFP® designation and a Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked five years at KeyBank. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Briley Herbster is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Herbster worked at SPINS, LLC and Ancient Nutrition, among other roles. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors. The firm offers a variety of advisory programs and investment strategies under a fiduciary standard.

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.