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Kenneth E

Series 63, Series 65, Series 66

Fremont, IN

ValMark Advisers, Inc.

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Melissa B

Series 63, Series 66

Angola, IN

Key Investment Services LLC

Melissa Budak is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at KeyBank and Key Investment Services since 2000. She volunteers with Junior Achievement, delivering financial literacy and entrepreneurship programs to K-12 students in her community. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation by Envestnet and portfolio design by internal and third-party strategists.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Micah M

Series 66

Angola, IN

Edward Jones

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam S

CFP®, ChFC®, Series 63, Series 65

Angola, IN

Cambridge Investment Research Advisors

Adam Smith is a CFP® and ChFC® with 25 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services and F&M Bank. He is also an independent insurance agent associated with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lori O

Series 63, Series 66

Angola, IN

Edward Jones

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. 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 and advisory services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Rhonda H

CFP®, Series 63

Angola, IN

Edward Jones

Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bridget M

Series 63, Series 65

Angola, IN

LPL Financial

Bridget Mcdermott is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL in 2021, she spent over two decades with Avantax in various capacities. She is also involved in tax preparation and accounting services through Village Tax & Financial Services, LLC. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Valerie M

Series 66

Angola, IN

Edward Jones

Valerie Medendorp is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael H

CFP®, Series 66

Angola, IN

Edward Jones

Michael Hanson is a CFP®-credentialed financial advisor with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and is based in Angola, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Mark S

Series 66

Angola, IN

Edward Jones

Mark Sanborn is a financial advisor with Edward Jones in Angola, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in property management through familial and personal real estate partnerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Brian S

Series 66

Angola, IN

Edward Jones

Brian Sanborn is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Beagle One Inc for nine years. Outside of advising, he owns a rental property business in Angola, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Dylan T

Series 66

Angola, IN

Edward Jones

Dylan Targgart 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 Vector Marketing Corporation and has experience associated with the University of South Carolina and Capri Drive-In. 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 more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy Business ownership considerations Founder/Business Owner
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Daniel S

Series 66

Angola, IN

LPL Financial

Daniel Scharlach is a financial advisor with LPL Financial, holding a Series 66 license and 25 years of industry experience. His prior roles include positions at Stratos Wealth Partners and Securian Financial Services. Scharlach is involved with Innovative Wealth Partners and operates Financial Design Group as a DBA for his LPL business. 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 services including financial planning and access to third-party asset managers, supporting advisors with model portfolios and various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cole T

Series 66

Angola, IN

Edward Jones

Cole Targgart is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. He has held previous roles at Edward Jones and has academic and professional experience linked to the University of Notre Dame, Vector Marketing, Southern Illinois University, Central Michigan University, and the Coldwater School System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of household types and organizations. The firm offers various advisory strategies, manages approximately $1.01 trillion in assets, and operates a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive Widow/Widower
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Douglas T

Series 66

Fremont, IN

Edward Jones

Douglas Targgart is a financial advisor with Edward Jones in Fremont, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is president of Targgart Enterprises, LLC, a real estate business based in Coldwater, Michigan. 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, and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Logan T

CFP®, Series 66

Fremont, IN

Edward Jones

Logan Targgart is a CFP® professional with five years of experience, currently advising clients at Edward Jones in Fremont, IN. His work history includes multiple roles within Edward Jones since 2018 and prior experience at Central Michigan University, Vector Marketing, and Capri Drive in. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Business succession planning Founder/Business Owner Professional Athlete
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