Winona Lake Office

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Brian Swinehart

January 24, 2022

Brian Swinehart Brian Swinehart Brian is a Financial Advisor My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one’s financial future. Winona Lake, IN bswinehart@sym.com Book a meeting with Brian Credentials Bachelor of Science – Management,United States Military Academy CERTIFIED FINANCIAL PLANNER® Community Board

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Andy Popenfoose

January 22, 2022

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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