Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.

Craig Kennedy is a financial advisor with SPC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with SPC since 2006 and is also associated with Sigma Financial Corporation and Asset Allocation Associates, Inc., both since 2004. Kennedy serves on the board of directors for the Tom & Betty Leininger Foundation and is involved in annual tax return preparation for clients through Asset Allocation Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies.

Ryan O'Neill is a CFP® professional at SPC with two years of industry experience. He previously worked at Financial Concepts and GSW Manufacturing. Outside of advising, he owns Aqua Blast Pressure Washing LLC, a pressure washing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Richard Denning is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of advising, he previously operated a specialty bicycle retailer as a part-time hobby business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Alan Wolters is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Outside of his advisory role, Wolters serves as treasurer for the Marion Township Combined Charity and is a member of the Mercer County Urban Zone Advisory Board. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Andrew Houck is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones in Portland, IN since 2015. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and specialized overlay and tax-efficient services under a fiduciary standard.

Todd Belden is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with additional market-facing registrations and functions, delivering non-discretionary advisory services alongside brokerage and investment management.

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has previously worked at Thurston Springer and currently serves as a financial advisor at FM Investment Services and Farmers and Merchants State Bank. He is a member of the finance and investment committee on the advisory board of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation support rather than discretionary management.

Christopher Mohler is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, Mohler owns Infinite Inspirations LLC, a limited liability company involved in managing several properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Mary Koesters is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. In addition to her advisory role, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, employing a mix of advisor-managed accounts and firm-sponsored model portfolios.

James Harting is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of his advisory role, he is a certified public accountant providing accounting and tax preparation services and manages financial responsibilities as a power of attorney for his father. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing both advisor-managed and third-party managed strategies.

Tina Marbach is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and over eight years of experience in the financial services industry. Her background includes roles at FM Investment Services, F&M Bank, and Wells Fargo, among others. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by firm research and a broad affiliate network.

Amy Wicker is a financial advisor at Edward Jones with 12 years of industry experience. She previously worked at J.P. Morgan Securities for five years before joining Edward Jones in 2016. Wicker holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Decatur, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James since 2008 and serves as an international coordinator for Aspect Foundation, a nonprofit organization, dedicating time outside business hours. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on both retail and institutional advisory services.

Eric Mohler is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bath High School, WOSN, Celina High School, and Century 21 Realtors. 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 range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Bertke is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Capital Corp. Outside of his advisory role, Bertke serves as treasurer for the Celina-Mercer County Chamber of Commerce and is a board member of the Mercer County Revolving Loan Review Board. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions supported by affiliated model portfolios and third-party managed options.

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. She is also a member of Muhlenkamp & Gagel Wealth Advisors LLC, providing financial services to clients. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Lori Homan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at National Mutual Insurance Company for 16 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tamra Kaufman is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services, Raymond James & Associates, and First Merchants Bank. Kaufman also serves as a Notary Public and is an insurance agent specializing in life, long-term care, and annuity products. OSAIC is an investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process with access to a wide range of investment options and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Daniel Koesters is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience and has worked with firms including Avantax Investment Services and Moorman, Harting & Co., where he also serves as a tax partner overseeing the tax department. Koesters is involved with Moorman, Harting Financial Services, LTD, a financial services firm. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed solutions with retirement and trust capabilities.

James Hiles is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. He serves on the financial board of the Celina First Church of God, overseeing church finances without handling funds or investment decisions. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Karley Theurer is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation. She joined Edward Jones in 2022 and has a background that includes sales experience with NuSkin and various community and recreational roles. Outside of advising, she has had involvement with a multi-level marketing company and has a connection to a construction business through property use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains one of the largest retail advisor and branch networks in the industry.

Scott Benter is a Series 66 licensed financial advisor with Edward Jones in Portland, Indiana, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the Pennville Advisory Board and the finance committee of the Morning Optimist in Portland, where he participates in decisions related to community and youth funding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Randall Kaup is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Avantax Advisory Services and 1st Global Advisors, and is also a CPA at Moorman, Harting & Company. Kaup serves as a board member for the Coldwater Park Board, overseeing municipal park activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Molly Shreffler is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory career, she worked in education and veterinary hospital settings and has been involved in the cheerleading industry as an event producer and co-owner of cheerleading-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Cooper Jacks is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2024, he worked in education at Wabash College and local schools in Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Amanda Homan is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. In addition to her advisory role, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed and firm-sponsored investment solutions.

Troy Jacks is a financial advisor with LPL Financial in Celina, Ohio, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he serves as an assistant coach for the girls wrestling team at Jay County High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Renee Knoth is a financial advisor with Cetera Wealth Services, holding a Series 66 designation and eight years of industry experience. She has worked at Avantax and 1st Global Advisors and also serves as a tax preparer at Moorman, Harting & Company, where she has been employed since 2016. Outside of her advisory role, she manages invoicing duties for local trucking companies. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional capabilities.

Robert Knapke is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including FSC Securities Corp. and Independent Capital Management LLC. Outside of his advisory role, he manages a cattle farming business in Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he is involved in farming, managing a grain and hog operation on owned and rented land. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed programs.

Annette Alexander is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Raymond James & Associates and Woodbury Financial Services. She serves as a director for both the Golfbrook Estates Community Association and the Portland Rotary Club. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional accounts. The firm offers a wide range of investment management and consulting services through its Vision2020 Wealth Management Platform and has expanded its adviser network through multiple recent mergers.

John Gonzalez is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2024 and previously was associated with OSAIC and Independent Capital Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning to third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Abigail Benter is a financial advisor at Edward Jones in Portland, IN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles outside finance, such as positions at Longhorn Steakhouse and Patriot Sportswear. She is currently affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lorie Garwood is a financial advisor with Raymond James Financial in Geneva, IN, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at Farmer's & Merchants State Bank since 2020 and previously held roles at Cetera and First Bank of Berne. Garwood is also an officer and vice president of FM Investments, a support company affiliated with F&M Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, combining asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Antonio Gonzalez is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 26 years and OSAIC for one year. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.