Thomas Langhofer is a CFP® and Series 66–licensed financial advisor with Edward Jones in Elkhart, IN, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brenda Bickel is a financial advisor at Raymond James Financial with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has worked extensively with Hawthorne Group Inc and Raymond James Financial Services, Inc. Additionally, she serves on the finance and investment committee of the YWCA of North Central Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory work through its unique affiliations.

Stephen Miller is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where he has worked since 2009. He has 16 years of industry experience. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of financial advisors and branch offices.

Justin Blain is a financial advisor with Ameriprise in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and uses algorithmic automation overseen by specialized committees to tailor its retirement planning services.

Braylen Scott is a CFP® with nine years of industry experience and is currently affiliated with LPL Financial. He has worked at LPL Financial since 2018 and previously held positions at JP Morgan Chase Bank and JP Morgan Securities LLC. Scott is also employed by Northwest Bank, a financial institution. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rickardo Yoder is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Goshen, IN, he serves clients through a large national firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Daniel Gryp is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at LPL Financial in South Bend, IN. His prior experience includes roles at Securities America Advisors and the US Army. Gryp is also affiliated with Notre Dame Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Arnold is a financial advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a co-owner of The Bakers Nook Cafe and serves as a committee member for the Elkhart Chamber of Commerce Business Diversity Initiative. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning decisions.

Hector Vargas Forero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2016. Outside of his advisory work, he serves as a board member on the finance committee of Elkhart Community Church, assisting with accounting and financial reporting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janelle St Clair is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Samantha Ultreras is a financial advisor at LPL Financial with three years of industry experience. She holds Series 65 and Series 63 designations. Her previous work includes positions at Teachers Credit Union and Shoe Carnival. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment options.

Ryan Howell is a financial advisor with Osaic Wealth, Inc. in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He worked at Signator Investors, Inc. for 11 years before joining Osaic Wealth in 2018. Howell also operates a sole proprietorship as an insurance agent and owns an S-Corp focused on streamlining his business operations. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employs firm-provided portfolio construction tools, and supports multiple third-party managed account solutions.

Michelle De Lee Hamilton is a financial advisor with Edward Jones in South Bend, IN. She holds a Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, she worked at On3 Media, LLP and Coman Publishing Co Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Matthew Wilson is a financial advisor with LPL Financial in South Bend, Indiana, holding a Series 66 designation and 18 years of industry experience. He previously worked for Edward Jones for 13 years before joining LPL Financial in 2021. 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.

Christopher Emery is a financial advisor with LPL Financial based in South Bend, IN. He holds the Series 66 designation and has prior work experience at Notre Dame Federal Credit Union and Springleaf Financial, totaling 11 years. Additionally, he is a licensed notary. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Melvin Jacobson is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Windsor Insurance, Phoenix Life Insurance, and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Karen Carnes is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Enterprise in 2025, she worked for Raymond James & Associates for 20 years. She serves as a board member for St. Paul's Lutheran Church in Niles, MI. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach with portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products.

Steven Spivey is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and 18 years of industry experience. His prior roles include positions at LPL Financial, Teachers Credit Union, CUNA Brokerage Services, and Ameriprise. He is the owner and CEO of Spivey Wealth Management, Inc., a support company in South Bend, IN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and maintains unique capabilities such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Beck is a financial advisor with Edward Jones in Elkhart, Indiana, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.