Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.

Seth Heitkamp is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked at Gilbert Station and has been involved with Leugers Insurance Agency, where he also prepares taxes for clients. He is based in Maria Stein, Ohio. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic investment approaches.

Troy Prenger is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. for six years before joining Lincoln Investment Planning, LLC in 2019. Outside of his advisory role, he is also involved in the sale of insurance products and tax preparation for clients through Leugers Insurance Agency. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios utilizing both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Craig Kennedy is a financial advisor with SPC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with SPC since 2006 and is also associated with Sigma Financial Corporation and Asset Allocation Associates, Inc., both since 2004. Kennedy serves on the board of directors for the Tom & Betty Leininger Foundation and is involved in annual tax return preparation for clients through Asset Allocation Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies.

Garrett Gray is a financial advisor with Lincoln Investment, holding 11 years of industry experience. He has been with Lincoln Investment since 2014 and also maintains ongoing roles in real estate sales and insurance. Outside of his advisory work, Gray is actively involved in real estate brokerage and insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and various employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Scott Steiner is a financial advisor with Money Concepts Capital Corp in Celina, OH, holding 28 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also worked at Dodds Wealth Advisors LLC starting in 2026. Outside of his advisory role, Steiner serves on the Board of Directors and Finance Committee for the Logan County Board of Developmental Disabilities and is involved with Quest Community Church. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.

Ryan O'Neill is a CFP® professional at SPC with two years of industry experience. He previously worked at Financial Concepts and GSW Manufacturing. Outside of advising, he owns Aqua Blast Pressure Washing LLC, a pressure washing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Theodore Bertke is a ChFC® with 33 years of industry experience, currently serving with Lincoln Investment since 2012. He has also been associated with Capital Analysts, Incorporated since 1992 and Leugers Insurance Agency since 1974. Outside of his advisory roles, Bertke is actively involved in community service, including positions on the Mercer Health Board of Directors, the County Health Department Board, and as president of the Marion Community Development Organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and advisory services, utilizing both strategic and dynamic investment approaches through in-house and third-party strategies.

Ryan Wilker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at FSC Securities Corporation and OSAIC, as well as positions at Northern Kentucky University and Villanova University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management options.

Alan Wolters is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms. Outside of his advisory work, Wolters serves as treasurer for a local charity and participates on a county advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and oversight structures.

Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Aaron Schwartz is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has worked with firms including Avantax Advisory Services and Moorman, Harting & Company. Outside of financial advising, he serves on the Finance Committee of Holy Redeemer Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Todd Belden is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMORGAN Chase Bank, N.A. 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with additional market-facing registrations and functions, delivering non-discretionary advisory services alongside brokerage and investment management.

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Thurston Springer. He serves on the finance and investment committee of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support diverse client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Christopher Mohler is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, Mohler owns Infinite Inspirations LLC, a limited liability company involved in managing several properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Mary Koesters is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co. In addition to her advisory work, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

James Harting is a financial advisor with Cetera who holds a Series 66 credential and has 26 years of industry experience. He has worked with firms including Avantax Investment Services and 1ST Global Advisors, and maintains a longstanding accounting and tax preparation practice through Moorman Harting & Co. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment managers.

Tina Marbach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and several years of experience in banking and financial services. Her background includes roles at FM Investment Services, F&M Bank, Wells Fargo, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to align strategies with client goals while supporting a wide advisor network and specialized municipal advisory services.

Alec Robertson is a financial advisor with LPL Financial in Celina, Ohio. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Citizens National Bank, Fidelity Investments, and Fidant Wealth Partners of Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering access to model portfolios and research.

Amy Wicker is a financial advisor at Edward Jones in Celina, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2008 and serves as an international coordinator for the Aspect Foundation, a role he has held since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Eric Mohler is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bath High School, WOSN, Celina High School, and Century 21 Realtors. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Bertke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Capital Corp., and Moorman, Harting & Company, where he has also served as an accountant since 2007. Outside of his advisory work, he serves as treasurer for the Celina-Mercer County Chamber of Commerce and as a board member on the Mercer County Revolving Loan Review Board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with substantial assets under management and a wide network of advisors.

Jacob Schmidt is a financial advisor at Cetera with a Series 66 designation. He has experience working at Moorman, Harting & Company since 2019 and has been with Cetera Investment Advisor and Cetera Wealth Services since 2025. His background includes multiple roles across advisory and related services since 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting a diverse set of investment strategies and program structures.

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Lori Homan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at National Mutual Insurance Company for 16 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tamra Kaufman is a financial advisor with Osaic Wealth, Inc. in Portland, Indiana, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. She serves as a notary public and is also licensed to sell life, long-term care, and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

Daniel Koesters is a Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has held various roles at Moorman, Harting & Co., where he oversees the tax department as a tax partner. Koesters is also involved as an owner in Moorman, Harting Partnership and provides financial services through Moorman Harting Financial Services, LTD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Hiles is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Hiles serves as a financial board member for Celina First Church of God, where he helps oversee the church's finances without direct money handling or investment decision responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

Karley Theurer is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation. She joined Edward Jones in 2022 and has a background that includes sales experience with NuSkin and various community and recreational roles. Outside of advising, she has had involvement with a multi-level marketing company and has a connection to a construction business through property use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains one of the largest retail advisor and branch networks in the industry.

Scott Benter is a Series 66 licensed financial advisor with Edward Jones in Portland, Indiana, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the Pennville Advisory Board and the finance committee of the Morning Optimist in Portland, where he participates in decisions related to community and youth funding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Randall Kaup is a financial advisor with Cetera and holds a Series 66 designation. He has 20 years of industry experience, including roles at Avantax Advisory Services, 1st Global Advisors, and Moorman, Harting & Company. He serves as a board member of the Coldwater Park Board in Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and their clients, including individual, retirement plan, corporate, charitable, and institutional accounts. The firm offers various portfolio management, financial planning, and delegated retirement services across multiple program platforms and custodial relationships.

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Cooper Jacks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at Wabash College and Jay County High School before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing research from multiple sources and employing both discretionary and non-discretionary management strategies.

Amanda Homan is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co., where she also provides tax preparation services. Amanda operates out of Celina, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Troy Jacks is a financial advisor with LPL Financial in Portland, Indiana, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he serves as an assistant coach for the girls wrestling team at Jay County High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and technology-driven investment solutions.

Renee Knoth is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Avantax firms and 1st Global Advisors, with additional experience assisting financial advisors and preparing individual tax returns at Moorman, Harting & Company. Outside her advisory work, she manages invoicing for two local trucking companies operated by her family. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Robert Knapke is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory role, Knapke manages Knapke Brothers Cattle Co. LLC, a farming business in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion under management.

Janell Kuck is a financial advisor at Cetera with a Series 66 designation and over ten years of industry experience. Her prior work includes roles at Maloney + Novotny LLC and Moorman, Harting & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Annette Alexander is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Raymond James & Associates. Alexander serves as a board member for the Golfbrook Estates Community Association and the Portland Rotary Club. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.

John Gonzalez is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2024 and previously at OSAIC, Independent Capital Management, and National Heating and Air. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacinda Fried is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Celina, Ohio. She has six years of industry experience, including roles at JPMorgan Chase Bank, N.A., and Speedway. Fried has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Abigail Benter is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles outside finance, such as positions at Longhorn Steakhouse and Patriot Sportswear. She is currently affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lorie Garwood is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Farmer's & Merchants State Bank. Garwood also serves as Vice President of FM Investments, a support company, dedicating significant time to this role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Antonio Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at FSC Securities Corporation for 26 years and spent one year at OSAIC before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.