Winona Lake, IN Office

Jerald Yeager is a financial advisor at SYM Financial Advisors with 27 years of industry experience. He has been with SYM Financial Advisors since 1997. Yeager serves on the boards and investment committees of several charitable organizations, including 2nd Mile Missions, Grace College, and K21 Health Foundation. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process using a range of investment vehicles and strategies.

Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and a total of five years in the financial services industry. Prior to joining SYM, he worked at ProFed Credit Union for two years. He serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform and offers wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, institutions, charities, and businesses. The firm employs a top-down tactical asset allocation process combining fundamental and technical analysis to construct customized portfolios.

Richard Harrison is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with SYM Financial Advisors since 2013. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a tactical asset allocation process using model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Evan Stark is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with SYM Financial Advisors since 2018, following prior roles at KFG Wealth Management, LLC and Korhorn Financial Group. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion across 32 advisors, serving individuals including high-net-worth clients, pension and profit-sharing plans, charities, and businesses. The firm utilizes a top-down tactical asset allocation approach guided by an Investment Committee and offers both discretionary and non-discretionary portfolio management, including an automated investment program.

Janae O'Rourke is a CFP® and ChFC® with eight years of experience in the financial services industry. She currently works at SYM Financial Advisors and has previously been employed by Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors is a multi-team firm managing approximately $5.8 billion and serving around 1,800 clients, including high-net-worth individuals, pension plans, charities, and businesses. The firm employs a top-down tactical asset allocation process and offers a range of services including wealth management, financial planning, portfolio management, and qualified retirement plan consulting.

Michelle Hipskind is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2016. Prior to that, she worked at Comprehensive Asset Management & Servicing, Inc. and Shelton Financial Group. She is a member of the board of directors for Humane Fort Wayne, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation approach implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Thomas Ackmann is a Series 65 licensed advisor with SYM Financial Advisors in Winona Lake, IN, where he has worked since 2011. He has seven years of industry experience and serves as an advisory board member for Schwab Retirement Business Services Trust & Custody Advisory Board. SYM Financial Advisors manages approximately $5.8 billion through a 32-advisor multi-team platform, providing wealth management, financial planning, portfolio management, and qualified retirement plan consulting to individuals, pension plans, charities, and businesses. The firm emphasizes tactical asset allocation guided by an Investment Committee and employs both fundamental and technical analysis in constructing portfolios.

Octavian Sayumwe is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at SYM Financial Advisors since 2021, following roles at Korhorn Financial Group and Everence. Sayumwe serves as Foundation Chair for the Rotary Club of South Bend, where he participates in investment discussions and club giving. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform serving about 1,800 clients, including high-net-worth individuals, pension plans, charities, and businesses. The firm uses a top-down tactical asset allocation approach guided by an Investment Committee and offers both discretionary and non-discretionary portfolio management, incorporating mutual funds, ETFs, independent managers, private alternatives, and option strategies.

Adam Cash is a CFP® and holds a Series 65 license with one year of industry experience. He has worked at SYM Financial Advisors since 2023 and previously spent a year with Credent Wealth Management. Adam completed six years as a full-time student prior to entering the financial advisory field. SYM Financial Advisors provides wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process using a variety of investment vehicles and strategies.

Brian Swinehart is a CFP®-certified financial advisor with eight years of industry experience, currently serving at SYM Financial Advisors since 2018. Prior to joining SYM, he worked at Zimmer Biomet for six years. Outside of his advisory role, Swinehart is president of the board of directors for the Warsaw Aquatic Club, where he participates in governance and advises on investment matters. SYM Financial Advisors manages approximately $5.8 billion across a 32-advisor multi-team platform, providing wealth management, financial planning, portfolio management, and retirement plan consulting services to individuals, pension plans, charities, and businesses. The firm’s investment approach combines top-down tactical asset allocation with fundamental and technical analysis, employing diverse strategies including the use of mutual funds, ETFs, private alternatives, and option strategies.

Rodney Coleman is a CFP® professional with 24 years of industry experience. He has been with SYM Financial Advisors since 2000. Coleman serves on investment committees and boards for several charitable organizations, including the Midland Area Community Foundation, Strosacker Foundation, Midland Kid's First, and MyMichigan Medical Center. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a top-down, tactical asset allocation process and utilizes a range of investment vehicles, including model portfolios, mutual funds, ETFs, and alternative investments.

Keith Beers is a CFP® at SYM Financial Advisors with one year of industry experience. He has served in various roles within the United States Marine Corps since 2015 and currently holds the rank of Major and works as an AH-1Z pilot in the Marine Corps Reserves. Prior to joining SYM Financial Advisors, he worked at Greencastle Consulting and Johnson & Johnson. SYM Financial Advisors provides wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation strategy implemented through diversified investment vehicles and customized portfolios.

Sarah Delahanty is a CFP® professional with 10 years of industry experience, currently serving at SYM Financial Advisors since 2011. She is a member of the Board of Directors for the Saginaw Valley State University Foundation, participating in board and investment committee meetings. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities, managing approximately $4.88 billion in assets through a top-down, tactical asset allocation process utilizing a range of investment vehicles and strategies.

Andrew Popenfoose is a CFA® charterholder with 8 years of industry experience. He has been with SYM Financial Advisors in Winona Lake, IN since 2014. Outside of his advisory role, he serves as a board member of the Winthrop University Foundation, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation approach implemented through diversified investment vehicles and strategies.

Tyler Snover is a CFP® professional with five years of experience in the financial services industry. He has worked at SYM Financial Advisors since 2021 and previously spent a year at Tri-Star Trust Bank. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets and employs a tactical asset allocation process that includes a variety of investment vehicles and strategies.