Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Erin Mutton is a Series 66-licensed advisor with 17 years of industry experience, currently with Pathway Financial Advisers, LLC since 2023. Prior to this, she worked at Larson Financial Securities, LLC and Larson Financial Group from 2016 to 2023. She also serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers is a team-structured registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $524 million across 815 client relationships.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Pathway since 2014 and is also a partner in Pfister & Miller Inc., an accounting and tax professional practice. Outside of financial advising, Miller is involved in grain farming through Lace & Ace Farms, LLC. Pathway Financial Advisers is a team-structured registered investment adviser managing approximately $524 million for roughly 815 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans, using both fundamental and technical analysis in its investment approach.

Andrew Renninger is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at ProFed Credit Union and served in educational roles at Purdue University as well as Norwell High and Middle Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a broad range of investment types and integrates third-party technology for consolidated reporting and tax-efficient asset management.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Ash Brokerage for eight years. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supplemented by third-party technology for reporting and tax-efficient asset location.

Nicholas Mc Kinley is a financial advisor at CX Institutional, LLC with a Series 65 license and no prior industry experience. His background includes roles in education, healthcare, and steel manufacturing before joining CX Institutional in 2026. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform that combines fundamental, quantitative, and technical analysis across various asset classes. The firm also offers specialized investment strategies and integrates third-party technology for consolidated reporting and tax-efficient asset management.

Adam Gottschalk is a CFP® professional with three years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Prior to joining CX Institutional, he worked at Passage Wealth for three years and held positions in education at Spring Arbor University and Concordia Lutheran High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm employs a blend of fundamental, quantitative, and technical analysis across various asset classes and offers thematic and specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Cameron Magoon is a financial advisor at CX Institutional, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Touchstone Securities, IFS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Magoon serves as a referral consultant for Talemed, a company that places nurses in travel assignments. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Alisha Norris is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at CX Institutional, LLC since 2022. Prior to joining CX Institutional, she worked at LPL Financial and Dekko Investment Services from 2013 to 2022. She is involved in the community as a member of the Investment Committees for Junior Achievement of Northern Indiana and the Community Foundation of Greater Fort Wayne. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across a diverse range of asset classes, supplemented by third-party technology for reporting and tax-efficient asset management.

Tanner Echenoz is a financial advisor at CX Institutional, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Ash Brokerage and Kelley Automotive. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

Hannah Williams is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation. Her prior work includes roles at Five Lakes, Sylvan Cellars, and East Noble. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Hefty is a CFP® professional with 27 years of industry experience, currently with CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners from 2006 to 2018 and at LPL Financial, LLC from 2002 to 2020. Outside of advising, he is involved in family farming operations through Acacia Ranch, Inc. and Hefty Farms, LLC. CX Institutional serves individuals—including high-net-worth clients—as well as charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that combines fundamental, quantitative, and technical analysis across various asset classes and offers thematic strategies, structured products, and access to private investment funds.

Stacy Hefty is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining CX Institutional in 2018, Hefty worked at Hefty Wealth Partners, Inc. and LPL Financial. Outside of advising, Hefty is involved in agricultural business operations through ownership of farm-related entities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management and financial planning through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of investment vehicles.

Heston Terzo is a financial advisor at CX Institutional, LLC with a Series 65 designation and no prior industry experience. His background includes roles outside finance, such as operating Lincoln Speakeasy Taproom and work in education and power systems. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized portfolios and integrating financial planning with advanced technology tools.

Brady Mc Bride is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CX Institutional since 2021. Prior to that, he held roles in mortgage lending and various other positions outside the financial industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Tyler Rickert is a Series 65-licensed financial advisor at CX Institutional, LLC with three years of industry experience. Prior to joining CX Institutional, he worked at Saint Francis and Ivy Tech. Outside of finance, he owns and operates Kustom Apparel, a screen printing and embroidery business. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.