Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

Cameron Collier is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including 12 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has worked at Purshe Kaplan Sterling Investments since 2022. Outside of advisory work, he volunteers with the Adams Central Football Booster Club, serves on the Adams County Sheriff's Merit Board, and participates in the Senator Jim Banks Service Academy Selection Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation strategies and various overlay and automated investment platforms.

Nicholas Wurster is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research, Inc. and has experience outside finance including roles at Pine Lake Waterpark and Bernhaus Furniture. Wurster also works as an insurance agent with Collier Insurance Agency on a part-time basis. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, employing individualized asset-allocation methods and various overlay and automated investment programs.

David Bresnahan is a financial advisor with OneAscent Financial Services LLC in Bluffton, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at CX Institutional, Community State Bank, and held various roles including researcher at Purdue University Fort Wayne. Outside of his advisory role, he is involved in academic research on the economics of satellite shielding at Purdue University Fort Wayne. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides asset management, financial planning, and consulting through multiple advisory teams and employs both team-managed and model-based investment approaches.

Jordan Arnold is a CFP® professional with six years of experience in financial advisory roles. He currently works at OneAscent Financial Services LLC and has held previous positions at Gateway Wealth Partners, Advisors' Pride, LPL Financial, First Bank of Berne, and iAB Financial Bank. Outside of his advisory work, he volunteers with the Wells County Dream Center and serves as an advisor for Wells County Lifewise. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting, utilizing both advisor-managed and model-based strategies supported by overlay managers and automated programs.

Joseph Streveler is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 12 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various advisor- and firm-managed investment programs, employing both strategic and tactical investment approaches.

Keith Blythe is a financial advisor with CWM, LLC in Decatur, Indiana, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, OLD NATIONAL BANK, LPL Financial, and SSN Advisory. He is also involved in providing brokerage and advisory services through Bixler Financial and sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement plan services and operational transparency.

Eric Blessing is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Young America Capital. Outside of his advisory role, he serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate for the Wells County Department of Child Services. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio offering available to select employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing and limited direct client trading.

Jaime Gerber is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, FM Investments, and Raymond James Financial Services, among other firms. Outside of advisory services, he is involved in the sale of fixed insurance products and provides customer service for auto and home insurance through Bixler Insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions, offering portfolio management, financial planning, and retirement plan services. The firm employs a discretionary investment approach guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.

Corey Brannum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he co-owns a family business, BRANNUM FAMILY LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations based on proprietary research and planning tools, with planning engagements typically structured as discrete projects.

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.

Dustin Stahley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Cetera and First Merchants Bank since 2015. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with varied investment program options and manages over $256 billion in assets through more than 10,000 advisors.

Christopher Colpaert is a financial advisor at Edward Jones with 32 years of industry experience, having worked at the firm since 1992. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Colpaert is involved in grain production through Colpaert Farms and serves as a board member of the Adams County Public Defender Board as well as a finance committee member of the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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.

Alexander Kistler is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at RK Financial and OSAIC Wealth Inc. Outside of his advisory role, he co-owns and manages a property management partnership focusing on residential real estate investments. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations by providing integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, with offerings that include third-party money managers and wrap programs.

Phillip Sollman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Angie's List from 2012 to 2017. Outside of his advisory role, he serves on the school board for Zion Lutheran School in Decatur, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Kim Gentis is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2009. Outside of his advisory work, he owns Gentis Properties LLC, a business managing two rental properties, and serves on the finance committee of the Wells County Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools to inform investment decisions.

Randall Kistler is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 32 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and National Planning Corporation. He serves as president of the South Adams Schools Building Corp, a committee managing property leasing related to local school bond financing. OSAIC Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and platforms. The firm uses a range of asset-allocation tools and investment strategies across multiple account types and offers integrated brokerage and advisory services.

Dylan Rose is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Landmark and in educational roles at Wright State University and Jay County High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Jeremy Penrod is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Bluffton, IN, with 11 years of industry experience. He has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Fosdick Baumann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Financial Investment Management, Inc. since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a range of topics, with the option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

Zachary Colpaert 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 in retail and hospitality management roles, including positions at Decatur Ace Hardware, JDCAB Berne LLC (McDonald's), and Pine Lake Water Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Matthew Carrier is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jeremy Todd is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Bluffton, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that holds his Edward Jones office building. 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 supported by a large network of advisors and branch offices nationwide.

Danielle Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Flagstar Bank, where she currently serves as a branch manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and utilizes a combination of discretionary and non-discretionary management supported by research and model portfolios.

Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. 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 network of financial advisors and branch offices across the country.

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.

Spencer Fear is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Kelly Automotive Group and has a background that includes roles at Indiana University and South Adams Schools. He is also involved with Fear Powersports LLC, a business he has been associated with since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Hailey Beer is a CFP®-designated financial advisor with Edward Jones in Decatur, IN, bringing seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Maple Seed Farms and Hopebridge Pediatric Specialists. Outside of advising, she is involved as a business owner and partner in two small companies, Midwest Auto Spa LLC and Beer Investments LLC. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and integrated tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

John Shank is a financial advisor at LPL Financial with 17 years of experience. He holds a Series 66 credential and has previously worked at firms including Infinex Investments, Fifth Third Securities, and Wells Fargo Advisor. Outside of his advisory role, he is involved with 384EVER, LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Douglas Fear is a financial advisor with Edward Jones in Bluffton, Indiana, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a co-owner of Fearco LLC, a screen printing and embroidering business. Edward Jones serves over four million individual and institutional clients and offers a range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.