Billie Treber is a financial advisor with LPL Financial in South Bend, Indiana, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, Treber worked at Edward Jones from 2018 to 2022 and was involved with the Boys & Girls Club of Marshall County for 18 years. Outside of advising, Treber is engaged in financial institution duties at 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Alicia Roennow is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at 1st Source Bank, Securian Financial Services, Inc., and Healy Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Amanda Myers is a Series 66-licensed financial advisor with LPL Financial, based in South Bend, IN, and has eight years of industry experience. She has worked at 1st Source Bank and The Huntington National Bank and has served as an adjunct instructor at Indiana Tech since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by advanced operational and research tools.

Matthew Cotton is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and 1st Source Bank, having previously worked at Wells Fargo Advisors among other firms. Based in South Bend, IN, Cotton holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Strafford is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with LPL Financial, where he has worked since 2011, and also holds a long-term role at 1st Source Bank, including serving as Senior Vice President of its Personal Asset Management Group. His previous experience includes a position at Natcity Investments, Inc. Outside of advisory work, Strafford serves as a board member and president of 1st Source Insurance, Inc., a subsidiary of 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plans, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms such as the Bank Wealth Program.