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Distance Only Goshen, IN
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Szynal (CRD# 5175326) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 17 years of experience in the finance industry.
David Teall (CRD# 6650141) is an Investment Advisor Representative working at Equitable Advisors, LLC in Goshen, IN and has over 7 years of experience in the finance industry.
Hector Vargas Forero (CRD# 6605192) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, IN and has over 8 years of experience in the finance industry.
Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.
Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
Aaron Wilkinson (CRD# 2756359) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 27 years of experience in the finance industry.
Renee Yoder (CRD# 3024082) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 11 years of experience in the finance industry.
Rickardo Yoder (CRD# 6206384) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 10 years of experience in the finance industry.
Myles Close (CRD# 7731756) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has 1 year of experience in the finance industry.
Austin Francis (CRD# 5933221) is an Investment Advisor Representative working at Equitable Advisors, LLC in Goshen, IN and has over 12 years of experience in the finance industry.
Katherine Glick Miller (CRD# 7194183) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Goshen, IN and has over 3 years of experience in the finance industry.