Lee Heyde

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.

Joseph Brown is a CFP® professional with nine years of experience in the financial services industry, currently serving at SYM Financial Advisors since 2017. He previously worked at ProFed Credit Union and has a background as a student from 2011 to 2016. Outside of his advisory role, Brown serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors offers 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 process implemented through diversified investment vehicles and customized strategies.

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Gateway Wealth Partners, LPL Financial, and Strategence Capital. Outside of advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services that include both discretionary and non-discretionary strategies.

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® professional with nine years of industry experience. He has worked at SYM Financial Advisors since 2018 and previously held roles at KFG Wealth Management, Korhorn Financial Group, and Securities America Inc. 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 process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Janae O’Rourke is a CFP® and ChFC® with seven years of experience in financial advisory. She is currently with SYM Financial Advisors and previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets using a top-down, tactical asset allocation process implemented through diversified investment strategies and overseen by an investment committee.