Billie Treber is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial and 1st Source Bank in 2022, Treber worked at Edward Jones from 2018 to 2022. Treber also spent 18 years with the Boys & Girls Club of Marshall County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various technology-driven investment strategies.

Alicia Roennow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at LPL Financial and 1st Source Bank since 2018 and previously was with Securian Financial Services, Inc. and Healy Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Amanda Myers is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at several financial institutions including 1st Source Bank and The Huntington National Bank. In addition to her advisory role, Myers serves as an adjunct instructor at Indiana Tech. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Matthew Cotton is a CFP® with 16 years of industry experience, currently serving clients at LPL Financial in South Bend, IN. His career includes prior roles at Wells Fargo Advisors and 1st Source Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

William Strafford is a financial advisor with LPL Financial in South Bend, IN, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at LPL Financial and over 20 years with 1st Source Bank. He is Senior Vice President of 1st Source Bank Wealth Advisory Services and serves as president and board member of 1st Source Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.