Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Micah Zehr is a financial advisor at Edward Jones based in Monticello, IN, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he spent ten years with FBI Buildings Inc. His publicly disclosed outside business activities do not include any personal ventures. 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 nationwide network of advisors and branch offices.

Kenneth Van Houten is a financial advisor at LPL Financial with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and at Horace Mann Investors, Inc. and Davis & Wallman Financial, LLC for three years each. Outside of his advisory role, he is the owner of Fenwick Farms Brewing Company in Rensselaer, IN. 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 financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Christine Bogan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked in legal roles including ten years at the Jasper County Prosecutor's Office and held a position as an adjunct professor at Indiana University Northwest teaching a course on the Legal Environment of Business. She is also a partial owner of a small travel business operated with her spouse. 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 nationwide network of financial advisors and branch offices.

Sean Yallaly is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a commercial property business in Rensselaer, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including mutual funds and a trust company.

Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. 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 nationwide network of financial advisors and branch offices.

Morgan Lange is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously at Broker Dealer Financial Services Corp. and Fowler State Bank. Lange has been with Edward Jones since 2017. 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, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.