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.

Nicholas Lertola is a financial advisor with Charles Schwab in Osceola, Indiana, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has worked at Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Angela Gibson is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Nishikawa Cooper, LLC DBA NISCO from 2014 to 2019 before joining Edward Jones in 2019. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Bradley Schrock is a financial advisor with Edward Jones in Goshen, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Lippert Components for five years and Lexington LLC for six years. He serves as president of the Northern Indiana chapter of Business Networking International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Faiz Khoja is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Khoja volunteers as a Technical Steward performing technical inspections for motor racing events with the SCCA South Bend Region. Stifel serves a broad 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, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Taylor Fervida is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been involved with Fervida Financial Strategies LLC, where he provides sales and marketing for securities, investment advisory services, and insurance products. Outside of advising, he operates Narrow Road Adventures, a sole proprietorship focused on creating travel-related content and product recommendations through social media. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment strategies.

Amanda Hilton is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012. Outside of her advisory role, she is also a musician who occasionally performs in a band several times a year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.