Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

Thomas Story is a financial advisor at Thomas Story and Son LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with his current firm since 2008. Thomas Story and Son LLC manages discretionary portfolios for individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on long-term positions and discretionary trading, supported by accounting and tax expertise through its affiliation with an accounting practice.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

Michael Anthony is a CFP® with seven years of experience at Golden Years Financial Advisors, Inc. in South Bend, IN. He has also operated the Michael Anthony Agency since 2019, providing fixed insurance sales. Michael's background includes earlier work at Idea Translations and nearly a decade as a full-time student prior to his financial services career. Golden Years Financial Advisors offers financial planning and consulting to individuals, focusing on cash flow and retirement planning, insurance reviews, and portfolio allocation advice. The firm provides fixed-fee or hourly planning and coordinates investment implementation through third-party managers, with ongoing account monitoring and reviews.

Kevin Anthony is a financial advisor with Golden Years Financial Advisors, Inc. in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has led several related businesses, including Golden Years Planning Group and The Sanders Agency, where he owns and manages a health insurance practice. Golden Years Financial Advisors provides financial planning and consulting to individual clients, offering fixed-fee and hourly services focused on cash-flow and retirement planning, insurance reviews, and portfolio allocation advice. The firm acts as a liaison to third-party investment managers for portfolio implementation and ongoing monitoring.

David Story is a financial advisor at Thomas Story and Son LLC in Plymouth, IN, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Thomas Story and Son LLC since 2009, following prior roles at Wells Fargo Clearing and William Blair. Thomas Story and Son LLC provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a two-advisor team and a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on accounting and tax expertise through its affiliation with an accounting practice and the principal’s CPA designation.

James Dillon is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Regulus Financial Group, Concourse Financial Group Securities, PNC Wealth Management, Natcity Investments, and Raymond James & Associates. Outside of his advisory role, Dillon is involved in managing an ABLE account for his son. Regal Investment Advisors, operating as LionShare, serves unaffiliated SEC- and state-registered advisers and their clients by providing model portfolio implementation and discretionary investment management. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering sub-advisory services rather than direct client relationships.

Jeffrey Umbaugh is a financial advisor at Regal Investment Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Regulus, LLC and Regal Investment Advisors since 2015. Outside of his advisory role, he owns Kuhn, Dillon, Umbaugh, LLC, a tax preparation and accounting services firm. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary authority granted to implement and manage strategies on behalf of clients.

Grant Schrock is a financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SSN Advisory, Inc., Securities Service Network, Schrock Financial LLC, and Concourse Financial Group Securities, Inc. Outside of his advisory work, he sells life, health, disability, and long-term care insurance through Schrock Financial LLC. Silver Oak Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

Megan Sloma is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, Healy Financial, and Fifth Third Securities. She serves as Vice President on the LaSalle Academy school board, where she assists in planning school activities and supporting teacher-parent relations. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Tammy Dickson is a Series 66-licensed financial advisor with Key Investment Services LLC, based in Plymouth, IN, with three years of industry experience. Her prior roles include positions at Thrivent Financial and KeyBank. Outside of advisory work, she manages cleaning operations as an independent contractor for Johns Manville. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence for third-party advisory offerings, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jeremy Van Scoik is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working in various roles at companies including B&G Haulers and Ad-Vance Magnetics Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Robert Borlik is a financial advisor at Edward Jones in North Liberty, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Borlik serves as a school board member for John Glenn School Corporation in Walkerton, IN, focusing on fiscal and policy governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tyler Glynn is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has spent his entire career with Edward Jones and its predecessor firm, Edward D. Jones & Co., L.P., since 1995. Outside of advising, he is involved as an investor and member in several business ventures, including manufacturing bulletproof doors and commercial real estate holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an array of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is distinguished by its extensive nationwide network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Victoria Marks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She also has over a decade of experience with 1st Source Bank, where she serves in roles including notary and financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a broad network of investment adviser representatives and utilizes multiple investment strategies and technology tools to support portfolio management.

David Kauffman is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of industry experience and is based in Nappanee, Indiana. Outside of his advisory role, he is involved with the Nappanee Missionary Church as a vertical basketball coordinator. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Brian Jackson is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Legend Advisory, LLC, and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and multiple investment strategies.

Tanner Givens is a financial advisor with Edward Jones in Bremen, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for seven years with Penn Harris Madison School Corporation. 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 and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

Craig Wilson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Plymouth, Indiana. 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 manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joel Laidig is a financial advisor with Edward Jones in Mishawaka, IN, holding the CFP® designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of advising, he is involved in real estate activities through LLCs focused on property rentals and house flipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the U.S.

Garrett Clady is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Patrick Industries for six years and attended Indiana University. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angela Banicki is a financial advisor with LPL Financial in Plymouth, Indiana, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at 1st Source Bank and KeyBank and serves as a public notary. Additionally, she is involved in a home-based business related to cleaning and personal care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and utilizes various platforms including model portfolios and third-party asset management.

Rodney Jacobs is a financial advisor with Ameriprise in Plymouth, Indiana, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his advisory work, Jacobs owns and operates Got Game LLC, a gaming store that offers a social environment for board and card games, and he is involved in several local business ventures including hospitality and event catering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-driven recommendations through a centralized retirement-income consulting team.

Erin Milnikel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has prior work history at Amazon and Farmasi. 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 large nationwide network of financial advisors and branch offices.

Sunu Thomas is a financial advisor at Edward Jones in South Bend, IN, with 12 years of industry experience. He holds a Series 66 designation and 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 range of advisory services and investment strategies and manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Shawn Stevens is a CFP®-certified financial advisor with Edward Jones in South Bend, IN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Stevens is registered as an agent for a real estate business, Stevens Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Kenton Fervida is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as a board member of the Hubbard Hill Retirement Community. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios.

Grant Clady is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Patrick Industries and State Farm. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Douglas Gehrke is a financial advisor at Ameriprise in Plymouth, Indiana, with 12 years of industry experience and a Series 66 designation. He has been with Ameriprise and its affiliate since 2012. Gehrke serves on multiple local nonprofit and community organization boards, including the Plymouth Industrial Development Corporation, the Plymouth Rotary Club, and the Boys and Girls Club of Marshall County. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

Mark Lane is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial in South Bend, IN, and has worked at several firms including Edward Jones, JP Morgan Chase Bank, and Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Matthew Miller is a financial advisor with Ameriprise in Bremen, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2017, he worked at Ernst & Young, LLP for 13 years and had a brief tenure at RSM US, LLP. Outside of his advisory role, Miller coaches basketball for Bremen Public Schools. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Austin Nielsen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Matzat Sister's Farm in Bass Lake, IN. 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, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Deborah Ayres is a CFP® professional with 15 years of experience in the financial services industry. She has been with Edward Jones since 2011 and is based in Nappanee, Indiana. 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 programs and investment solutions, operating under a fiduciary standard.

Todd Clady is a financial advisor at Edward Jones in Plymouth, Indiana, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages several farm rental properties and a commercial building rental business. 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 programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Trevor Shields is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Wa-Nee Community Schools. Trevor is based in Nappanee, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Carlye Bishopp is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked in education at Fairfield Community School Corporation and Penn Harris Madison School Corporation. Outside of her advisory role, she serves as a board member for New Beginnings Daycare and Preschool, applying her teaching and financial knowledge to support the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Adam Beck is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has been with Ameriprise since 2023. Outside of his advisory role, Beck owns a construction business, Lockwood Craftsmen, LLC, and serves as president of the nonprofit organization Lockwood Mentors. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Bishopp is a financial advisor with Edward Jones in Plymouth, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

Benjamin Fanning is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He also has a concurrent role at 1st Source Bank starting the same year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services leveraging proprietary research and third-party strategies, supported by a large network of advisors and extensive operational tools.

Robert Dragani is a financial advisor with LPL Financial in Plymouth, Indiana, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of his advisory role, he is involved with Dragani Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational and research tools.

Thomas Popielski is a financial advisor at Edward Jones in Plymouth, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Two Men and a Truck and has a background that includes roles at Purdue University and Saint Joseph High School. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary strategies, alongside affiliated mutual funds and other services.

Jonathan Kintner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in South Bend, IN since 2019. His prior work includes roles at RSM US LLP and Korhorn Financial Group. Outside of his advisory work, he occasionally works as a hunting guide at Willow Lake Sportsman’s Club in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cristine Keller is a Series 66-credentialed financial advisor with Edward Jones, based in Plymouth, IN, and has six years of industry experience. She has been with Edward Jones since 1999, including her current role starting in 2019. Outside of her advisory work, she is a partner in Mommy Mavens LLC, an eBay resale business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is known for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Anson Harris is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America and Merrill from 2014 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Russell Shartzer is a financial advisor with Ameriprise in Wolcottville, IN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Ameriprise Financial Services, HD Vest Investment Services, Case Family Tax, and Hubbard Feeds Inc. Outside of his advisory work, he serves as Treasurer on the Board of Directors for the Avilla Area Chamber and owns a tax preparation business. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tiffany Harrell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Western & Southern Life, Empower Retirement, and Ruoff Mortgage. Outside of her financial career, she has been involved with Jim Harrells Tree Trimming & Tree Removal for over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Russell Kietzman is a financial advisor with Edward Jones in Plymouth, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a shareholder of Pretty Lake Golf Course LLC in Plymouth, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branch offices.

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.