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.

Kemp Cunningham is a financial advisor at LPL Financial with 14 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2023, he spent 11 years at Edward Jones. Outside of his advisory role, Cunningham is involved in authoring a book through Four Goats Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Waylon Peterson is a financial advisor with LPL Financial based in Granger, IN, holding a CFP® designation and over 30 years of industry experience. He has worked with LPL Financial since 2022 and has a concurrent longstanding role with Teachers Credit Union since 1999. Peterson serves as President of Teachers Credit Union, a position he has held since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment options and platforms with a combination of advisory and non-advisory financial services.

Thomas Nate is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has served on the Board of Directors and Finance Committee of Orchard Hills Country Club, a nonprofit private country club. His prior roles include positions at Grand Valley State University and Niles High School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Evan Fennema is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and Focused Tax Solutions. His background also includes roles outside finance, such as landscape work and university employment. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services.

Lucca De Oliveira Almeida is a financial advisor with Fidelity in South Bend, IN, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Lucca worked briefly at 1st Source Bank and has held various roles outside of finance, including positions in retail and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies and its roles in fund advisory and model portfolio delivery.

Brian Rush is a financial advisor with Ameriprise in South Bend, Indiana, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Joel Laidig is a financial advisor with Edward Jones in Mishawaka, IN, holding the CFP® designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of advising, he is involved in real estate activities through LLCs focused on property rentals and house flipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the U.S.

Cien Asoera is a financial advisor with Edward Jones in Elkhart, IN, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of CK Soccer Inc, an organization involved in soccer refereeing administration. 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Kimberly Thibodeau is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 advisors and branch offices nationwide.

Shayne Nagy is a financial advisor with Robert Baird & Co. in Mishawaka, Indiana, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He worked at Mutual Bank for 10 years before joining Robert W. Baird in 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Jonn Shaver is a CFP®-designated financial advisor with Edward Jones in Granger, IN, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at ABI Attachments from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robin Vance is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a notary public at his branch location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and investment options supported by a large nationwide network of financial advisors and branch offices.

Angel Warner is a financial advisor with LPL Enterprise holding a Series 66 credential and 15 years of industry experience. Prior to joining LPL Enterprise, Warner worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advisory work, Warner is also a notary public and involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach that includes model portfolios from LPL’s Research Department and third-party strategists, while also offering financial planning and access to third-party asset managers and insurance products through affiliated entities.

Matt Gerard is a Financial Consultant currently working at Fidelity Investments since 2021. He has held the role of Financial Consultant at Fidelity Investments since 2024 and previously held the same title at TD Ameritrade from 2016 to 2021. His prior experience includes positions as Branch Manager at Fifth Third Bank from 2014 to 2015, Financial Advisor at JP Morgan Chase from 2012 to 2014, and Financial Advisor at 1st Source Advisors from 2008 to 2012. With over 15 years in the financial industry, Matt focuses on providing customized services and suggestions to help clients work towards their financial goals. He assists clients in creating and routinely updating solid financial plans and developing investment strategies aligned with their objectives. He is committed to maintaining contact with clients to adjust strategies as their financial needs evolve. Outside of his professional work, Matt has interests in baseball, football, golf, motorcycles, and traveling.

Terry Clark is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, Clark serves as a council member of the Suicide Prevention Council of St. Joseph County, where he provides financial guidance and assists with financial reporting. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Borger is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory role, she is involved in several community and nonprofit organizations, including serving on the boards of the University of Notre Dame Shakespeare in Performance and the Elkhart Parks Foundation, as well as holding leadership positions in local social and civic groups. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic financial planning and emphasizes a range of services including municipal market activities and collaboration with affiliated trust companies and banks.

Thomas Seroczynski is a financial advisor with Wells Fargo Clearing in South Bend, Indiana, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a youth hockey referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Steven Tidwell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Notre Dame Credit Union. Outside of finance, Tidwell is the owner and partner of Luxe Hair Studio LLC, a hair salon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Joseph Garwood is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He has been with Robert W. Baird since 2012 and holds the Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring investment strategies to client goals using both in-house and third-party managers.