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.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and 41 years of industry experience. His career includes positions at Lincoln Investment, Legend Equities Corporation, and Edward Jones. Outside of his advisory work, Mr. Covington serves on the board of a faith-based camp and retreat center and volunteers on the finance committee of a homeless shelter and food pantry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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 at CWM, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Old National Bank, LPL Financial, SSN Advisory, and Concourse Financial Group Securities. Blythe also operates under the DBA Bixler Financial, providing brokerage and advisory services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, focusing on retirement plans, institutional services, and a suite of advisory offerings.

Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at PNC Investments since 2016 and previously spent two years with Young America Capital. Outside of his advisory role, Eric serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate (CASA) for the Wells County Department of Child Services. He is also a professor at Purdue University. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

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.

Kimberly Hart Paxson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Montpelier, IN. Outside of her advisory role, she is a co-owner of a rental property. 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 strategies supported by a large network of advisors and branch offices nationwide.

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.

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.

Jeremy Rufener is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2015 before joining LPL Financial in 2015. Rufener serves as a Town Council Member in Warren, Indiana, and participates on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

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.

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 in Bluffton, Indiana, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at Flagstar Bank, Infinex Investments, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to her advisory work, she serves as a branch manager for Flagstar Bank. 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 advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Infinex Investments, Fifth Third Securities, Wells Fargo, and Merrill. Outside of his advisory role, he is associated with 384EVER, LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through 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.