Lee Morris - Ameriprise

Howard Bailey Financial, based in Fort Wayne, IN, specializes in crafting custom retirement strategies aimed at reducing risk, increasing income, and mitigating tax burdens for clients throughout the United States. Through a transparent process highlighted by individual financial philosophy, comprehensive team planning, and continued education, their advisors foster secure and purposeful financial futures for retirees. Utilizing their L.I.F.E. Plan, which emphasizes Liquidity, Income, Flexibility, and Estate Tax Planning, Howard Bailey Financial aims to help clients define their personal purpose and achieve meaningful retirement experiences. The firm has earned recognition as one of Newsweek's Top Financial Advisory Firms for 2025, underscoring its commitment to delivering exceptional financial advisory services. Generated from the website

Jehl Kreilach Financial Management was founded in 2005 because our team had the desire to work with a select group of clients, offering the level of service and transparency we believed to be important to them Our independence allows us the freedom to be truly objective in the advice we give and the solutions we recommend At Jehl Kreilach Financial Management, we pride ourselves on building relationships, not shortterm transactions Our intentional business model ensures that we are able to provide consistent quality service to all our clients

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.