Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.

Anthony Gibertini is a financial advisor at Gibertini, Anthony with a Series 65 designation and two years of industry experience. He also works as a firefighter for the City of La Porte, a position he has held since 2017. The firm provides general investment advice to individual investors through an interactive website, focusing on stocks, bonds, and market indices. It does not take custody of client assets or execute trades, instead offering tailored recommendations based on client suitability factors such as experience and risk tolerance.

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.

Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.

Michael Anthony is a CFP® with seven years of industry experience, currently serving at Golden Years Financial Advisors, Inc. in South Bend, IN. He has held roles at multiple related entities within the Golden Years group since 2019 and operates the Michael Anthony Agency, an insurance business focused on fixed insurance sales. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, emphasizing non-discretionary asset management and coordinating with third-party money managers to implement client strategies. The firm uses a combination of fundamental and technical analysis for investment recommendations and maintains a structured process for client goal documentation and portfolio review.

Kevin Anthony is a financial advisor at Golden Years Financial Advisors, Inc. in South Bend, IN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Golden Years Financial Advisors since 2014 and previously operated Anthony Financial Services for 40 years. Outside of advisory work, he owns and manages The Sanders Agency, Inc., a health insurance practice. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, focusing on non-discretionary asset management and client coordination with third-party money managers. The firm uses a mix of fundamental and technical analysis for investment recommendations and delivers written financial plans within a 90-day timeline.

Tanner Watson is a CFP® with seven years of industry experience, currently serving at Walter & Keenan Wealth Management. He previously worked at Korhorn Financial Group, KFG Wealth Management, and RSM US Wealth Management. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also offering specialized services for private foundations and endowments.

David Osborn is a CFP® with 16 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. He has been involved with OSBORN Wealth Management since 2009 and maintains an interest in AyarBorn Properties, LLC. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and customizes strategies based on client risk tolerance and time horizons.

John Gannon is a CFA® charterholder with 18 years of industry experience. He is currently with WealthCare Financial Group, Inc., where he has worked since 2025. His prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, JP Morgan Chase Bank, Merrill Lynch, and Avatar Securities. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” philosophy with diversified, customized portfolios and provides retirement planning, portfolio management, and pension consulting through a six-advisor team managing approximately $28.2 million.

Andrew Lynch is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Walter Keenan Wealth Management since 2024 and previously spent eight years with RSM US Wealth Management LLC and two years at Protiviti, Inc. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth and quality-oriented equity selection, with additional allocations to alternatives for clients with longer time horizons and higher risk tolerance.

James Sawdon is a CFP® with six years of industry experience and is currently an advisor at Walter & Keenan Wealth Management in South Bend, IN. His prior experience includes roles at Oliver Estate, Inc. and Walter & Keenan Financial Consulting Company. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes individualized portfolio construction using fundamental analysis, focusing on dividend growth and quality equity selection, with allocations to alternatives for suitable clients.

Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.

Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.

Joseph Catanzarite is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at Harbour Investments, Inc. since 2012. He has also been associated with Lincoln Investment and Capital Analysts Inc. during his career. Outside of his advisory role, he operates an independent insurance agency and is a member of Catanzariti, LLC, which owns office real estate. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities.

Derek Middleton is a financial advisor with Kovack Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience and has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he operates Middleton Financial, a financial planning and investment advice business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, and offers services such as discretionary asset management, third-party manager recommendations, and account aggregation via Pontera.

Larry Dietz is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with United Advisor Group and has held prior roles at LPL Financial, Cambridge Investment Research Advisors, and Valmark Securities, among others. In addition to his advisory work, he owns and operates an insurance agency and serves as a notary in South Bend, IN. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios and custom-traded accounts tailored to client needs.

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Client One Securities since 2014. Outside of his advisory role, Robinson serves as co-executor of his parents' estate and co-trustee of a special needs trust. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios and third-party advisers.

Anthony Catanzarite is a financial advisor with Harbour Investments, Inc. in South Bend, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Harbour Investments since 2012. Outside of his advisory role, he serves as director of the fundraising committee for the Knights in Need charity at Marian High School and acts as campaign chair for Holy Family Catholic Parish. Harbour Investments provides investment advisory and financial planning services to a broad client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.