Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. Outside of his advisory work, he volunteers with Lifewise Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Cameron Collier is a CFP® with 15 years of experience in the financial services industry. He is currently a financial advisor at OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments, having previously worked at Cambridge Investment Research Advisors. Outside of his advisory roles, Collier is involved in community activities including volunteering with the Adams Central Football Booster Club, serving on the Adams County Sheriff's Merit Board, and participating on Senator Jim Banks' Service Academy Selection Committee. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary asset management and employs a combination of direct management, third-party managers, and unified managed accounts to implement individualized investment strategies.

Nicholas Wurster is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has worked at Cambridge Investment Research, Inc. and Pine Lake Waterpark. Outside of advising, he is also an insurance agent with Collier Insurance Agency. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, and corporate clients with a range of asset management and financial planning services. The firm employs a combination of direct management, third-party managers, and unified managed accounts, and offers additional services including tax-overlay management and outsourced CIO solutions.

Jordan Arnold is a CFP® with six years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., LPL Financial, First Bank of Berne, and iAB Financial Bank. Outside of his advisory role, Arnold is involved with the Wells County Dream Center and Wells County Lifewise, both nonprofit organizations where he serves in an uncompensated capacity. 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 and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services with a focus on individualized asset allocation and a combination of direct management and third-party strategies.

Jeffrey Shelton is a financial advisor at Kestra Advisory with 35 years of industry experience. He has worked at firms including Usa Financial Securities Corporation and Comprehensive Asset Management & Servicing, and founded Shelton Financial Group. Outside of advising, he serves as Board President of Norwell Baseball Club and Zanesville Community Park, and owns a wedding and event center. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Joseph Streveler is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 12 years with Legend Equities Corporation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning and portfolio management services.

Keith Blythe is a financial advisor with CWM, LLC in Geneva, Indiana, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cetera Wealth Services, OLD NATIONAL BANK, LPL Financial, and SSN Advisory, Inc. Blythe is also involved in providing brokerage and advisory services through a DBA, Bixler Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Jason White is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Shelton Financial Group, Comprehensive Asset Management & Servicing, USA Financial Securities Corporation, and Kestra Investment Services. Outside of his advisory work, he plays piano for the Norwell High School Show Choir Band and serves as a board member for the Churches of God General Conference Board of Pensions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large investors such as sovereign wealth funds and supporting both discretionary and non-discretionary investment management.

Eric Blessing is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2016 and previously worked at Young America Capital. Outside of his advisory role, he serves on the board of the Creative Arts Council of Wells County and volunteers as a Court Appointed Special Advocate for the Wells County Department of Child Services. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio offering available to select employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with annual rebalancing and limited direct client trading.

Nathan Shelton is a CFP® professional with eight years of industry experience, currently serving with Kestra Advisory. His prior roles include positions at Usa Financial Securities Corporation, Comprehensive Asset Management and Servicing, Inc., and Shelton Financial Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Jaime Gerber is a wealth advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Adams County Financial Resources. In addition to his advisory role, Gerber is involved in the sale of fixed insurance products and provides customer service for auto and home insurance. CWM serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to support its strategies.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 2010 to 2017. Outside of his advisory role, he serves on the board of a faith-based camp and retreat center and volunteers with a homeless shelter and food pantry. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines quantitative research and advisor-level consulting to offer customized portfolios across mutual funds, ETFs, and equities, managing approximately $8.9 billion in advisory assets as of the end of 2024.

Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.

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.

Dustin Stahley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Cetera and First Merchants Bank since 2015. 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 solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Christopher Colpaert is a financial advisor at Edward Jones with 32 years of industry experience, having worked at the firm since 1992. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Colpaert is involved in grain production through Colpaert Farms and serves as a board member of the Adams County Public Defender Board as well as a finance committee member of the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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.

Alexander Kistler is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at RK Financial and OSAIC Wealth Inc, as well as experience in design firms and at the University of Kentucky. Outside of advising, he co-owns and manages a property management partnership, Summit 2 Shores, which oversees several residential investment properties. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes risk-tolerance assessments and portfolio optimization tools, offering a range of investment options and advisory programs through a large network of financial advisers.

Phillip Sollman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Angie's List from 2012 to 2017. Outside of his advisory role, he serves on the school board for Zion Lutheran School in Decatur, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Jeremy Rufener is a financial advisor with LPL Financial in Warren, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Rufener serves as a town council member and nonprofit board member in Warren, Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team, delivering solutions through a large network of investment adviser representatives.

Dennis Ealing is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2017. Outside of his advisory role, he serves as a board member for a nonprofit organization in the Town of Ossian, Indiana. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Kim Gentis is a financial advisor with Raymond James Financial in Bluffton, Indiana, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she is the owner of Gentis Properties LLC and serves on the finance committee of the Wells County Foundation. 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, providing tailored advice supported by extensive research and a broad affiliate network.

Randall Kistler is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, he serves as president of the South Adams Schools Building Corporation, a committee involved in managing property leasing related to school bond financing. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Jeremy Penrod is a CFP® and ChFC® who has worked with Edward Jones since 2015, accumulating 10 years of industry experience. He is based in Bluffton, IN, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Donna Fosdick Baumann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Financial Investment Management, Inc. since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a range of topics, with the option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

Zachary Colpaert is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Decatur Ace Hardware and JDCAB Berne LLC, which operates McDonald’s locations. He also has experience managing Pine Lake Water Park. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Trent Moore is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Matalco Inc for nine years and was involved with Alexin LLC for three years. Outside of finance, he owns and operates Moore Group LLC, a small construction remodeling business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Matthew Carrier is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over a decade at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Jeremy Todd is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Bluffton, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that holds his Edward Jones office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Danielle Thompson is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Flagstar Bank, Infinex Investments, and Wells Fargo. In addition to her advisory role, she serves as a branch manager and notary at Flagstar Bank in Bluffton, IN. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Dustin Bantz is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he was involved in entrepreneurial and business roles, including ownership and management positions at Muncie Guns LLC, Culligan Water of Muncie, and 1 Shot Sports LLC. 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 strategies supported by a large network of financial advisors and branch offices across the country.

Larry Smith is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current role at Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of advising, he is a partner in a rental property business in Ossian, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large 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.

Spencer Fear is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Kelly Automotive Group and has a background that includes roles at Indiana University and South Adams Schools. He is also involved with Fear Powersports LLC, a business he has been associated with since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Hailey Beer is a CFP®-designated financial advisor with Edward Jones in Decatur, IN, bringing seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Maple Seed Farms and Hopebridge Pediatric Specialists. Outside of advising, she is involved as a business owner and partner in two small companies, Midwest Auto Spa LLC and Beer Investments LLC. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and integrated tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

John Shank is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Infinex Investments, Fifth Third Securities, and Wells Fargo Advisor. Outside of his advisory role, he is involved with 384EVER, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Douglas Fear is a financial advisor with Edward Jones in Bluffton, Indiana, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a co-owner of Fearco LLC, a screen printing and embroidering business. Edward Jones serves over four million individual and institutional clients and offers a range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.