Timothy Bauman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles from Planning Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Relationship Advisor at Wells Fargo Advisors from 2019 to 2020. Timothy's professional focus involves collaborating with clients to develop, implement, and monitor comprehensive financial plans tailored to their goals and aspirations. He emphasizes creating an environment where clients feel comfortable and empowered to discuss their financial objectives, aiming to support their financial success both now and for future generations. Outside of his professional work, Timothy has interests in baseball, cooking and baking, football, golf, and parenthood.

Nicolas Chaput is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial and Silver Oak Securities Inc. He is registered as an advisory representative of an RIA with involvement in trading activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals using a range of platform arrangements and proprietary and third-party strategies.

Kane Brolin is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Ameriprise. Outside of advising, he serves as Vice-President of Ficro Properties LLC and participates in a plaintiff class action through Nye Sterling Hale Miller and Sweet, LLP. 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 financial planning and investment management services supported by technology and a broad platform including advisory and non-advisory financial activities.

Matthew Bergin is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northwest Bank, Old National Bank, and Wabash National. 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 portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Pablo Rodriguez is a financial advisor at Raymond James & Associates with 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Raymond James in 2024. Outside of his advisory role, he owns and operates Coerver Coaching Indiana, where he supervises and coaches soccer summer camps and clinics, and serves as president of the Northern Indiana Futbol Club, leading operations for a semi-pro summer soccer team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Joseph Varga is a financial advisor with UBS Financial Services in Mishawaka, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Merrill from 1998 to 2006 before joining UBS, where he has been since 2006. Varga serves on the board of directors at Manchester University and advises the director of alumni relations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Douglas Purucker is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Prior to his financial services career, he held positions at Belle Tire, Lowe's, and Uber. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Katheryn Stoll is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2017, alongside a broader tenure at JPMorgan Chase Bank, N.A. beginning in 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis, emphasizing customized performance reporting and manager searches.

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.

Brian Clapp is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Summit Financial Group and Bankers Life. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

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.

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 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and The Prudential Insurance Company of America. She is also a commissioned Notary Public. Brockie is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and advanced management techniques.

Timothy Barlow is a financial advisor with LPL Financial in Buchanan, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is engaged as a solar sales representative at Demeter Land. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.