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%.

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.

Grant Schrock is a financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SSN Advisory, Inc., Securities Service Network, Schrock Financial LLC, and Concourse Financial Group Securities, Inc. Outside of his advisory work, he sells life, health, disability, and long-term care insurance through Schrock Financial LLC. Silver Oak Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

Alan Alderfer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked for LPL Financial, LLC for 26 years. Outside of his advisory role, he is also an agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing both active and passive strategies through third-party platforms and proprietary due-diligence processes.

Bryn Malagon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Key Investment Services, Bryn worked at Northwestern Mutual in various roles from 2016 to 2018. Outside of finance, Bryn serves as a Zumba instructor at the Kosciusko Community YMCA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals, utilizing a multi-provider model with both discretionary and non-discretionary services.

Lee Heyde is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 27 years of industry experience. He worked at LPL Financial for 16 years before joining Independent Financial Group in 2019. Heyde is also an attorney and owner of Heyde Law Offices, PC, providing legal services, and he operates a tax preparation and bookkeeping firm, Heyde & Associates PC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-driven investment approach combining strategic asset allocation with active and passive management across various risk profiles.

Jason Gergely is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2025. He previously worked at LPL Financial from 2014 to 2025. Outside of his advisory role, he is also an agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a manager-focused approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

William Day is a CFP®, ChFC®, and holds a Series 66 license with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Alderfer Bergen and Co., LPL Financial, Advanced Imaging Solutions, and Woodlawn Hospital. He also serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes, including proprietary private funds and a continuously offered interval fund.

Sammuel Simcoe is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower Advisory Group in 2026, he worked at SYM Financial Advisors and LPL Financial. Outside of his advisory role, Simcoe coaches freshmen boys basketball for Warsaw Community Schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brandi Smith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and KeyBank throughout her career. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio strategies designed by the Key Wealth Chief Investment Office and third-party managers.

Michael Bergen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked for Linsco/Private Ledger for 21 years. Bergen is also licensed as an insurance agent, selling life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Allen Kilburn is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Goshen, Indiana, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Western Southern Life and National Life Group. Outside of his advisory duties, Kilburn is also an insurance agent associated with TrueWealth Advising Group and National Life. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining primarily long-term strategies with options for short-term trading and specialized instruments.

Parker Stewart is a CFP® professional with experience at Beacon Pointe Advisors, LLC, where he has worked since 2025. His prior roles include positions at Alderfer Bergen and Nexus RBI, along with academic roles at Indiana Wesleyan University and Grace College & Seminary. He is based in Warsaw, IN. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, providing both active and passive investment strategies across multiple asset classes.

Andrew Lewis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Key Investment Services since 2005 and previously held positions at KeyBanc Capital Markets and Merrill. Outside of his advisory role, Lewis serves as an assistant tennis coach at Grace College and is president of the Warsaw Community Tennis Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and emphasizes non-discretionary model portfolios with integration of KeyCorp affiliates for expanded services.

Andrew Manes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, 1st Source Bank, LPL Financial, PNC Wealth Management, and Natcity Investments. Outside of advising, he serves as the head baseball coach for Warsaw Community Schools and works as a radio broadcaster for Kensington Media. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party models to develop client strategies, utilizing strategic asset allocation and a combination of passive and active investments within monitored multi-manager portfolios.

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.