SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $3.3 billion in assets. (as of ADV filed 3/24/2023). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.    We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.

Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.

Zhang Financial sets a new standard for your finances. Established three decades ago,* Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. For the past seven years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #1 in the nation.** Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, and September, 17, 2021. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors'​ practices, and other factors. ***As reported in Forbes August 16, 2021. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See zhangfinancial.com/disclosure for full ranking criteria.

The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The City of Michigan City, Indiana, positioned on the southern shore of Lake Michigan, is home to roughly 30,000 residents. The city is just 55 miles east of Chicago and 10 miles southwest of the Michigan state line. It boasts a stunning public beach with historic lighthouse and marina, national parkland, strong industry, and a burgeoning arts community. Michigan City is surrounded by a network of national interstates as well as U.S. and state highways. Michigan City is in the process of implementing its award-winning Lake Michigan Gateway Implementation Strategy (LMGIS), a 3-5 year action agenda for public improvement projects. The projects planned for the next two years total 23 million dollars and include capital improvements, infrastructure upgrades, and significant aesthetic enhancements. Michigan City businesses are Open for Service and welcoming to all. The City of Michigan City is committed to protecting the rights of all citizens and visitors regardless of race, religion, color, sex, sexual orientation, national origin, ancestry, disability or age. Follow this page for City news and updates! Plus, read more about the city at eMichiganCity.com, and visit EDCMC.com for available sites and economic development resources. MICHIGAN CITY BUSINESSES: Get started with the #myMichiganCity program! Download your editable signage and you can be up and running in just a few minutes: bitly.com/myMichiganCity

At True Blue Financial we specialize in strategies for retirement, wealth management, and customized financial planning. We make the complex simple, strive to deliver exceptional service, and always put our clients’ needs above all else. First and foremost, we value relationships and open communication. Independence at True Blue Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technology capabilities. We seek to fulfill your needs with personalized options from a wide range of the nation's top providers of: Mutual funds Comprehensive asset management accounts Variable and fixed annuities Individual stocks and bonds Estate, college, business, tax and retirement planning Domestic and foreign securities Alternative investments Insurance Trust Services Trust, honesty, integrity, is what matters most and is the basis of our name - True Blue. Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through True Blue Financial, a registered investment advisor and separate entity from LPL Financial.

Multi-state, privately held company with divisions in long term care, real estate, and software industries. $120,000,000 in revenue*Preparation of consolidated financial statement, including cash flows, equity statements per owner, intra-company & inter-company eliminations, discontinuing operations, and owner's personal compilation directly reporting to upper-level management *Integrity checks on submitted financial statements from controllers*Year-end internal audit work-papers and direct work with outside audit firm*Preparation of daily cash sheets of all entities with summaries of direct daily operations and investing. *Monitored all multi-companies' cash needs and completing working capital loan transfers *Direct bank contact and performed necessary free form, ACH transactions, sweeps for subsidiary to corporate and overnight investments*Responsible for coordinating & implementing during downsizing of corporate office with system change from AS400 environment to a Novell Network. Additionally, monitored the operation of the network, software additions & updates and staff training.*various finanacial analysis, internal audit projects, & support staff for due-diligence for acquisitions*Sales tax set-up and compliance in all 50 states

We are a private equity group specializing in identifying and executing sound investments in light manufacturing, fabrication, distribution and commercial services. Unlike many other private equity firms our size, we deliver unique access to an extensive and diverse range of capital funds as well as over 60 years hands-on business experience building and growing businesses on both a regional and national level. The Hoosier Investments mission is simple: We partner with mid-market companies seeking investment and leverage their strengths by collaborating and providing strategic support. The result is maximum company growth and long term value. Simply put, we understand middle market businesses. When considering a partnership, we utilize both our industry and investment expertise to thoroughly understand a business and their management team. While we have a range of investments across the United States, we are particularly focused on partnering with Midwestern based, established mid-market businesses and management teams looking to optimize their growth potential.

Gasaway Investment Advisors has been serving our community for over 30 years. Our mission is to provide personalized service, quality investments, and the confidence to navigate your financial course. No matter where you are at on your financial journey, we are here to help. To find Gasaway Investment Advisors' Important Disclosures, click this link here for our website: https://www.gasawayinvestments.com/important-disclosure-information

➤ WHAT WE DO: We are like tour guides, showing people the shortcuts and landmines on their Successful Retirement journey. ➤ HOW WE DO IT: We walk beside you as you address 7 key areas (Legal, Tax, Investment, Income, Risk, Health & Legacy). Once complete, you experience peace of mind, knowing you have an efficient, organized, comprehensive, optimized plan for the future. Then you can: ✔Make great memories by doing the things you've always wanted to do. ✔Help the people and causes you really want to help. ➤ WHAT MAKES US DIFFERENT: ✔We don't just hand you a list of things to do. We walk beside you each step of the way. As people of faith, our responsibility is to help people make wise decisions as they safeguard their families and optimize their assets. ✔ Want To Learn More? ☏ 269.208.4237 ✉ [email protected]] https://famfocfinancial.com/