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 at LPL Enterprise LLC with 15 years of industry experience and a Series 66 credential. Prior to joining LPL Enterprise in 2025, Warner worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advisory work, Warner holds a notary public commission and is involved in non-variable insurance activities. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio access, and brokerage and insurance products. The firm’s integrated platform combines advisory services with active insurance sales and lending programs, utilizing both in-house and third-party portfolio management.

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.

Brad Woods is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has been with Cambridge since 2017 and previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and CUSO Financial Services. Outside of his advisory role, Woods serves as president of Woods Financial Services LLC, where he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of investment strategies and platform arrangements tailored to client objectives.

Steven Forehan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Investment Consultant, and Financial Consultant before his current position commencing in 2023. Steven's professional approach centers on building lasting partnerships by understanding each client's goals and values. He emphasizes collaboration and education, aiming to develop tailored financial strategies that adapt to clients' changing circumstances. His role at Fidelity provides him access to resources that support various investor styles. Outside of his professional responsibilities, Steven has interests in football, golf, outdoor adventures, traveling, and volunteering.

Brian Guy is a financial advisor with Morgan Stanley in Mishawaka, Indiana, holding a Series 66 credential and 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following five years at Wells Fargo Advisors and two years at Wells Fargo Clearing. He serves as an executor in estate matters outside of his advisory role. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with access to broad retail and institutional investment offerings.

Cheryl Barker Harwood is a Series 66 licensed financial advisor with UBS Financial Services in Mishawaka, IN, where she has worked since 2006. She has 18 years of industry experience. Cheryl is not involved with Trade Academy LLC, a newsletter and trading education business owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brian Borger is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013 and holds Series 63 and Series 65 licenses. He is involved with the Community Foundation of Elkhart County as an Estate Planning Council Committee member and serves on the board of Morris Park Country Club, including a role on its Caddie Program Committee. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, aimed at supporting client decision-making across asset allocation, retirement, insurance, and estate planning.

Ryan Watson is a financial advisor with Edward Jones in Osceola, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nearly two decades at School City of Mishawaka. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, 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 nationwide.

David Kotecki Jr. is a ChFC®-designated financial advisor with Ameriprise in Elkhart, Indiana, bringing 26 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers comprehensive retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations as part of its broader range of advisory, brokerage, and insurance solutions.

Sergio Andrade is a financial advisor with Edward Jones in Granger, IN. He holds a Series 66 designation and has prior work experience at Lippert and Walt Disney World. Andrade has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Benjamin Burbedge is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Ameriprise Financial Services, and Woodbury Financial Services. Burbedge is also president of Burbedge Asset Management LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.