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 with Cetera, holding Series 63 and Series 66 designations and over 25 years of industry experience. His work history includes positions with Cetera Wealth Services, Summit Financial Group, and Bankers Life. He is also an insurance agent selling life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of 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.

Bradley Davis is a financial advisor with Raymond James & Associates in Elkhart, IN, holding a Series 66 credential and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he owns rental real estate properties managed by an agency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by affiliated research and model managers.

Kenton Fervida is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as a board member of the Hubbard Hill Retirement Community. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios.

James Kirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, Interra Credit Union, CUNA Brokerage Services Inc, and Alaska USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Paul Gayler is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Elkhart County Farm Bureau Credit Union and Cuna Brokerage Services, Inc. He is also a partner in Rambler Investments, LLC, an office building ownership business based in DeRidder, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

William Bonning is a CFP®-designated financial advisor with Edward Jones in Goshen, Indiana, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, Bonning is the owner of a commercial rental property business in Goshen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jacob Peattie is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he served in community positions including Sunday School Coordinator at Mission Point Community Church and Assistant Basketball Coach with Warsaw Community Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Eric Stults is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he was not employed for two years between 2015 and 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeneen Crane is a CFP® professional with 25 years of industry experience. She currently works at Edward Jones and has prior experience at LPL Financial and Cuna Brokerage Services Inc. Outside of her advisory role, she co-manages a rental property LLC with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

Austin Francis is a financial advisor with Equitable Advisors in Goshen, Indiana, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the firm's predecessor, Axa Advisors. Outside of his advisory role, he serves as the head men's soccer coach at Cassopolis High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models and third-party asset managers, delivering services through a broad network of Investment Adviser Representatives.

Beverly Ainsley is a financial advisor at LPL Financial with 21 years of industry experience. Her prior roles include positions at Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. She has held Series 63, 65, and 66 licenses. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.