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.

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.

Passion is what drives us. Integrity is how we work. Your trust is what we earn. When you’re with StrategIQ, you’re with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you. Whether you are an individual or a business, StrategIQ takes a personalized, hands-on approach to managing and growing your wealth. At StrategIQ we listen. Understanding you, your financial goals and your aspirations, is how we develop tailored wealth strategies. Your personalized financial plan is your roadmap and it is built upon your unique set of facts, feelings and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success. Over 25 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, StrategIQ has an integrated team of specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity. The Clients We Serve: Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants Investment advisory services are offered by StrategIQ® Financial Group, LLC, an investment adviser registered with the Securities and Exchange Commission.

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

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.

Hammer Financial Group was established by a strategic alliance between HFG Trading Service Inc and Nanjing Tiechui Soft-Tech Inc. Hammer Financial Group aims to assist professional traders with a one-stop full-service trading solution.

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.

Harvest Wealth Partners is a financial services firm that strives to enable our clients to develop and implement a written financial plan in order to integrate their financial resources with their life goals. We believe in honesty and integrity and will do everything in our power to demonstrate that in a professional and excellent manner. Our commitment is to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term "Servant Leader" expresses our commitment to serve our clients by helping them develop a personal financial plan and by empowering them to make the best decisions for their financial future. We believe that we serve a greater calling and higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes; however, at no time will a decision or recommendation be made that interferes with the best interest of those we serve. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hfpllc.com.

COO, CFO, Compliance, Portfolio Management, and Client Acquisition.

We are a Financial Services Firm serving the needs of executives, professionals, business owners and single, widowed, and divorced women in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, business continuation programs and financial services. Representatives offer products and services using the following business names: Verso Financial/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Verso Financial/Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

• Analyzed market share and regional influence of service-based companies within 100 miles of South Bend• Identified firms with valuations between $25-40 million and high profit margins to be advanced to the due diligence phase

Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators'​ futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.