Amanda Bontrager is a financial advisor at Edward Jones in South Bend, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she spent ten years at The Stanley Clark School. Outside of her advisory role, she teaches yoga classes at the Cassopolis Fitness Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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.

Scott Ludwig is a financial advisor at Robert Baird & Co. with a Series 66 designation and experience in the industry starting in 2025. Prior to joining Baird, he worked at Vituity and spent 17 years with Elite Emergency Physicians. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and other advisory services supported by internal research, manager monitoring, and advanced investment tools.

Steven Null is a financial advisor at Ameriprise with four years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2020, with a brief period as a student at Purdue University and prior roles in education and various other positions. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sunu Thomas is a financial advisor at Edward Jones in South Bend, IN, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment strategies and manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Raymond Byers is a financial advisor with UBS Financial Services in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as the chairman of the nine-person spiritual assembly for the Baha'is of Clay Township, Granger, Indiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines wealth management services with institutional trading capabilities and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Shawn Stevens is a CFP®-certified financial advisor with Edward Jones in South Bend, IN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Stevens is registered as an agent for a real estate business, Stevens Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Eric Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2016, progressing through roles including Planning Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Financial Representative. Throughout his career at Fidelity Investments, Eric has focused on creating and maintaining comprehensive financial plans that support clients' financial goals and aspirations. His approach involves fostering a relaxed environment where clients feel comfortable discussing their financial objectives. No additional information about Eric's education, credentials, personal interests, or community involvement has been provided.

John Vandyke is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Arbor Point Advisors, Securities America Advisors, and Securities Service Network. Outside of his advisory role, he owns Vision Tax Planning, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Christine Walsh is a financial advisor with Edward Jones in Granger, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Gravity Diagnostics and Goshen Health, as well as entrepreneurial and consulting work with Ultimate Sleep Success System and CAW Consulting LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is known for its extensive network of financial advisors and branch offices, as well as its broad range of affiliated capabilities beyond traditional advisory services.

Heather Brockie is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked with several firms including LPL Financial and The Prudential Insurance Company of America. Outside of her advisory role, she maintains a notary public commission. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed account programs, supported by in-house research and investment monitoring.

Ian Glogovsky is an Investment Consultant at Fidelity Investments, where he collaborates with clients to align their investments with their financial goals. His approach emphasizes helping clients gain clarity and confidence in their financial future through a trusted advisory relationship. Ian's professional experience includes roles at Fratarcangeli Wealth Management, where he progressed from Finance Intern to Associate Relationship Manager and then Registered Relationship Manager between 2021 and 2024. He joined Fidelity Investments as an Investment Consultant in 2024. Outside of his professional work, Ian's interests include baseball, fitness, football, hiking, skiing, and traveling.

Michael Jones is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in South Bend, IN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he creates and publishes spiritually based educational materials through Spirit Source, LLC, and engages in leadership training and speaking. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations.

Nathan Rumely is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Robert W. Baird since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2017. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group provides customized financial planning and portfolio management services, employing a variety of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Brandee Taylor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Brandon Colley is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of financial professionals focused on understanding clients' needs to develop personalized financial plans aimed at helping them build for the future and transition into retirement. Brandon has been with Fidelity Investments since 2015, progressing through roles including Assistant Branch Leader, Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and financial planning. Outside of his professional responsibilities, Brandon has interests in concerts, music, theater, soccer, table tennis, and exploring culinary experiences.

Barbara Obrochta is a financial advisor with Merrill in South Bend, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Lane is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial in South Bend, IN, and has worked at several firms including Edward Jones, JP Morgan Chase Bank, and Flagstar Bank. 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, offering a range of financial planning and investment management solutions.

Jared Sharkey is a Financial Advisor with Merrill Lynch Wealth Management, holding certifications as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Certified Plan Fiduciary Advisor® (CPFA). He joined Merrill Lynch in August 2022 and brings five years of prior industry experience to his role. Jared holds his FINRA Series 7, Series 65, Series 66 registrations, a Life Insurance license, and a bachelor's degree from Indiana University. Jared works with individuals, families, and employers to provide financial planning services that include family wealth management, legacy planning, retirement income strategies, philanthropic planning, and small business solutions. He focuses on delivering personalized strategies tailored to clients' needs, helping them navigate important financial decisions and pursue long-term goals. Jared is multilingual, speaking English and Spanish. Outside of his professional career, Jared is married to Catherine and together they have a son and a daughter. He enjoys spending time with his family, traveling, and is a competitive water skier, having won three National Championships in the trick skiing event.