Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Micah Zehr is a financial advisor with Edward Jones in Monticello, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years with FBI Buildings Inc. His spouse is a partner in a rental real estate business, Cousins Rental, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Kenneth Van Houten is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including roles at Edward Jones and Horace Mann Investors. Outside of his advisory work, he is the owner of Fenwick Farms Brewing Company, a business based in Rensselaer, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Brock Hurley is a Series 66 licensed financial advisor affiliated with LPL Financial in Rensselaer, Indiana. He has held advisory roles at Bravo 4 Financial and LPL Financial since 2026. His prior work experience includes positions at Purdue University, M&R AG Services, and Rensselaer Central School Corporation. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christine Bogan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked in legal roles including ten years at the Jasper County Prosecutor's Office and held a position as an adjunct professor at Indiana University Northwest teaching a course on the Legal Environment of Business. She is also a partial owner of a small travel business operated with her spouse. 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 nationwide network of financial advisors and branch offices.

Sean Yallaly is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a commercial property business in Rensselaer, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including mutual funds and a trust company.

Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. 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 nationwide network of financial advisors and branch offices.

Morgan Lange is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Broker Dealer Financial Services Corp. and Fowler State Bank. He holds a Series 66 designation. 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 wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.