Jeffrey Scott

Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

William Vail is a financial advisor at Integrity Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2022, alongside a concurrent role at Securities America beginning in 2019. Prior to his financial services career, he was employed at Millers Alehouse for 13 years. Integrity Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs a modern portfolio theory-based investment approach with a long-term horizon, utilizing ETF-based allocations and third-party sub-advisors such as SEI Investments Management Corporation.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.