Matthew Ringler is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Lakeland Investment Advisors, LLC. He has worked at Lakeland Investment Advisors since 2011 and has been associated with Harris Investor Services, Inc. since 2007. Ringler holds licenses to offer life insurance and fixed annuities in Indiana and Florida and acts as an independent contractor broker between clients and various companies. Lakeland Investment Advisors is an independent registered investment adviser providing discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory approach, emphasizing low-cost ETFs, indexed mutual funds, and individual bonds, with a focus on keeping portfolio expenses below 0.50%.

I'm Brennan Vitali, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER professional. My family splits time between the U.S. and Costa Rica, and I built this firm specifically for families making that same transition. Most financial advisors have never handled a client leaving the country. I have. I know what it feels like to sit with the tax unknowns, the healthcare gap, the "are we making a huge mistake" feeling. That firsthand experience is why I focus exclusively on cross-border financial planning for Americans relocating to Costa Rica. My work covers the full picture: cross-border tax strategy, investment management across two countries, healthcare planning for the gap before CAJA eligibility, estate planning that works in both jurisdictions, and the sequencing of accounts and assets before, during, and after the move. As a fee-only fiduciary, I don't sell products. I charge for planning and advice. Whether you're in the early research phase or you've already booked the flight, I help you make confident financial decisions so you can focus on the life you're building abroad.

Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

Ryan Austin is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Savvy. He previously worked for Bankers Life Advisory Services and Bankers Life Securities, INC., and he also holds a long-term position with Bankers Life & Casualty Co. Outside of his advisory work, he serves as a warden at All Saints Episcopal Church, overseeing facility maintenance. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies combined with active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and sub-adviser strategies.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.

Bryn Malagon is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2016 to 2018. Outside of his advisory role, he instructs Zumba classes at the Kosciusko Community YMCA. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a range of advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection supported by ongoing monitoring and due diligence. The firm is part of the KeyCorp group and integrates resources from affiliated banking and capital markets entities.

Robyn Smeltzer is a financial advisor at Creative Planning with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Brandon Mc Lemore is a financial advisor with Eagle Strategies (NY Life) based in Elkhart, Indiana, holding Series 63 and Series 65 credentials and bringing six years of industry experience. He has worked previously with FC Hawks and has operated his own firm, McLemore Financial Strategies, LLC, since 2022. Outside of his advisory role, Mc Lemore serves as an assistant boys varsity soccer coach at Elkhart Christian Academy and is a board member of the Humane Society of Elkhart County. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of representatives. The firm provides tailored advice across multiple program types, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Allen Kilburn is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Western Southern Life and National Life Group. Kilburn is also an insurance agent with TrueWealth Advising Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Robert Hoffer Jr. is a financial advisor with Valic Financial Advisors in Elkhart, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Valic since 2009 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Brian Slabaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America since 2006. Outside of his advisory role, he serves on a church finance committee and acts as a trustee for a family member’s trust. Primerica Advisors operates as part of Park Avenue Securities LLC, providing brokerage and advisory services to individual and high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of investment strategies through proprietary and third-party platforms, including discretionary and non-discretionary account management options.

Tyler Rensberger is a CFP® with 13 years of experience in the financial industry. He is currently with Edward Jones and previously worked at Interra Credit Union and JP Morgan Chase Bank. Outside of his advisory role, Rensberger serves as secretary on the Fairfield Community School Board in Goshen, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large national network of advisors and offices. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Ryan Drake is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a personal LLC for a property he and his wife own. 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 options supported by a large network of financial advisors and branch offices.

Hector Vargas Forero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2016. Outside of his advisory work, he serves as a board member on the finance committee of Elkhart Community Church, assisting with accounting and financial reporting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Colten Cripe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with four years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2023. Prior to joining Edward Jones, he held roles at New York Life Insurance Company, Forest River, and Pacemaker Buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Nice is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Everence Trust Company and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves on the boards of Amigo Centre and Pleasant View Church Leadership Board, contributing to spiritual leadership and organizational planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering access to model portfolios, third-party managers, and customized investment strategies.

Michael Lakner is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Concourse Financial Group Securities Inc and Everence, where he provides insurance, investment, financial planning, and charitable planning services through Everence Trust Company. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bernard Andersen is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including Summit Financial Group Inc. Beyond his advisory role, Andersen serves as a trustee on the board of Adventist Heritage Ministries and acts as a lay pastor involved in pastoral ministry and preaching. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Shawn Skaggs is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2016, serving in various capacities at the firm through 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Robert Lonie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2005. Outside of his advisory role, he serves as a commissioner for the Housing Authority of Michigan City and operates a mobile notary service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Alexander Hartsough is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His career includes time at Axa Advisors and roles outside finance such as with Bontrager Pools and Ball State University. He is also a partner in FTH Group LLC, where he contributes to office expense management. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Connor Manges is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His career includes roles at NorthWestern Mutual and FedEx Freight, as well as work in education and golf course management. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets. The firm offers diverse investment strategies and advisory services, operating under a fiduciary standard.

John Troyer is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Prairie Village Family Center Corp, Clinton Brick Mennonite Church, and Evana Network. He is also involved with Troyernet, LLC, a business he has operated for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.

Renee Yoder is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. Her prior positions include roles at CUNA Brokerage Services, Inc. and Interra Credit Union. She has occasional involvement with a family-owned custom cabinetry business but holds no ownership or compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Kyle Koch is a Series 66-licensed financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2018. He has eight years of industry experience and previously was involved with The Movement Ministries Inc. and Koch Inc. Outside of his advisory role, he is affiliated with the Foundation Family Worship Center. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Katelyn Kelter is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Baird, Edward Jones, and Interra Credit Union. She is based in Goshen, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Gooding is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at Everence and Concourse Financial Group Securities Inc. He provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

David Sands is a financial advisor with Edward Jones in Ligonier, Indiana, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked at Edward Jones since 1996. Sands is a joint owner of several commercial properties, including office spaces used by Edward Jones and other businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

Paul Gayler is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Elkhart County Farm Bureau Credit Union and Cuna Brokerage Services, Inc. He is also a partner in Rambler Investments, LLC, an office building ownership business based in DeRidder, LA. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Matthew Schwartz is a financial advisor at Edward Jones in Syracuse, IN, holding a CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of an LLC that holds farmland for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Austin Francis is a financial advisor with Equitable Advisors in Goshen, Indiana, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the firm's predecessor, Axa Advisors. Outside of his advisory role, he serves as the head men's soccer coach at Cassopolis High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models and third-party asset managers, delivering services through a broad network of Investment Adviser Representatives.

Stuart Buck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves on the Finance Committee of the Clinic for the Rehabilitation of Wildlife (CROW) in Florida. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jesse Maust is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Everence Capital Management, Inc., Fieldstone Wealth Management, Raymond James Financial Services Inc., and Thumb National Bank and Trust Co. Maust serves as a trustee and Treasurer for Rosedale Bible College, where he oversees and monitors investments and assists with capital campaign planning. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program structures and access to third-party managers, managing over $256 billion in assets.

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

Aaron Wilkinson is a financial advisor at Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is the owner of two real estate-related businesses in Goshen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Teall is a financial advisor with Equitable Advisors in Goshen, IN, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2016. Outside of his advisory role, he is a partner in FTH Group LLC, a business requiring minimal time commitment and no compensation. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and offers portfolio management tools including mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Holly Napier is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. She currently works at Edward Jones in Goshen, IN, having previously held positions at LPL Financial, Interra Credit Union, CUNA Brokerage Services, Inc., and Rieth-Riley Construction Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment 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 a large network of financial advisors and branch offices nationwide.

Charles Molloy is a financial advisor with LPL Financial in Goshen, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes prior roles at CUNA Mutual Group, Pruco Securities LLC, Prudential Insurance Company of America, PNC Investments, TD Ameritrade, and Scottrade. Outside of his advisory work, he has worked as a contract driver for several ride-share and delivery services since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven portfolio strategies.

Clint Clark is a financial advisor at Edward Jones with a Series 66 designation and 14 years of combined industry experience, including 13 years at Nishikawa Cooper LLC and recent tenure at Edward Jones. He is based in Goshen, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Amberly Miller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary approach.

Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

Katherine Glick Miller is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 credential and previously worked at Concourse Financial Group Securities Inc and the Culp CPA Group. In addition to her advisory role, she serves as a designated principal and retirement administrator at Everence Trust Company, where she provides insurance, investment, financial, and charitable planning services, and is Vice President and a board member of Praxis Mutual Funds. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Angela Gibson is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Nishikawa Cooper, LLC DBA NISCO from 2014 to 2019 before joining Edward Jones in 2019. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kimberly Pedler is a financial advisor with Edward Jones in Goshen, Indiana, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at LPL Financial, Notre Dame Federal Credit Union, Lochmandy Motors, and Interra Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Amanda Hilton is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012. Outside of her advisory role, she is also a musician who occasionally performs in a band several times a year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.