Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to her current role, she worked in education and sports organizations, including Purdue Northwest and the Chicago Fire Soccer Club. She is also self-employed as an insurance producer and estate planner. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm employs a multi-manager investment approach combining tactical and passive models, custom portfolios, and third-party money managers, with additional offerings including proprietary mutual fund blends and access to alternative investments.

Chelsea Paddock is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of her advisory role, she is involved in bookkeeping for Shiloh, Inc. and Cornerstone District, Inc., and works in tax preparation with Amy Hay CPA LLC. 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 a range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Martin is a financial advisor at Edward Jones in West Lafayette, IN, holding Series 63 and Series 66 designations with seven years of industry experience. He previously worked at Bankers Life Securities and Bankers Life & Casualty from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charles Vergara is a financial advisor at Edward Jones with ten years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Security Federal Savings Bank, and Midwestern Securities Trading Co. LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Daniel Douglass is a CFP® professional with 16 years of industry experience, currently serving with Edward Jones since 2013. Based in Attica, IN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches high school football at Clinton Central High School in Michigantown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kimberly Boggs is a financial advisor at Edward Jones in West Lafayette, IN, with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of financial advisors and branch offices across the United States.