Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor at Horter Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and sports organizations, including Covington Community Schools and Chicago Fire Soccer Club. Pettit is also involved in insurance and estate planning as a licensed insurance producer and estate planner. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses tactical and passive multi-manager portfolios, model and custom strategies, and offers access to third-party managers and alternative investments as part of its ongoing investment supervision.

Chelsea Paddock is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Kestra Advisory. She has held positions at LPL Financial and Old National Wealth Management, and maintains roles involving bookkeeping and tax preparation outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and access to multiple management platforms, with a client base that includes large institutional investors.

Charles Vergara is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Security Federal Savings Bank, among other firms. 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 nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Douglass is a CFP® professional with 16 years of industry experience, currently serving with Edward Jones since 2013. Based in Attica, IN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches high school football at Clinton Central High School in Michigantown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.