Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

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.

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.

Joseph Streveler is a financial advisor with Lincoln Investment in Bluffton, Indiana, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Legend Equities Corporation and PRUCO Securities, LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team, with many client relationships being advisor-led and tailored to individual objectives.

Keith Blythe is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, Old National Bank, LPL Financial, and SSN Advisory. Blythe is involved in multiple financial services activities, including advisory and brokerage services through his own DBA, Bixler Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, IN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he serves on the Board of Directors for the Creative Arts Council of Wells County and volunteers as a Court-Appointed Special Advocate with the Wells County Department of Child Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot. The firm’s approach utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, implemented with mutual funds and ETFs and featuring annual rebalancing without individual security trading.

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.

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.

Gavin Muhlenkamp is a financial advisor at Osaic Wealth, Inc. based in Portland, IN, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Compass Wealth Solutions, The Peoples Bank Co., and Summit Retirement Advisors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and platform services to construct and manage diversified portfolios across different account types.

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.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, Indiana, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Raymond James since 2008 and previously held roles at Citigroup Global Markets. Klingensmith also serves as an international coordinator for the Aspect Foundation, a role he has maintained since 2010. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Alexander Kistler is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. He has worked at RK Financial and OSAIC Wealth Inc since 2024 and previously held roles outside the financial sector. Kistler is co-owner of Summit 2 Shores, a partnership that manages several residential real estate investment properties. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment options to construct customized portfolios.

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.

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 at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for eight years. Outside of advising, he serves as president of a local school district’s building committee, handling property leasing matters. OSAIC Wealth, Inc. serves a diverse range of clients including retail investors, institutions, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

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.

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.

Cooper Jacks is a financial advisor with LPL Financial in Portland, Indiana, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in education at Wabash College and Jay County High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Troy Jacks is a financial advisor with LPL Financial in Portland, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he serves as an assistant wrestling coach for the girls' team at Jay County High School. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

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.

Danielle Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at institutions including Wells Fargo Bank and Infinex Investments, and currently serves as a branch manager at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolios, and institutional platforms to individuals, retirement plans, banks, and trust companies, supported by a large network of investment adviser representatives and various advisory and non-advisory financial services.

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.

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.

John Shank is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Infinex Investments, Fifth Third Securities, and Wells Fargo Clearing. He is also involved with 384EVER, LLC, a non-investment business entity. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.