Barbara Obrochta is a financial advisor with Merrill in South Bend, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Lane is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial in South Bend, IN, and has worked at several firms including Edward Jones, JP Morgan Chase Bank, and Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Jared Sharkey is a Financial Advisor with Merrill Lynch Wealth Management, holding certifications as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Certified Plan Fiduciary Advisor® (CPFA). He joined Merrill Lynch in August 2022 and brings five years of prior industry experience to his role. Jared holds his FINRA Series 7, Series 65, Series 66 registrations, a Life Insurance license, and a bachelor's degree from Indiana University. Jared works with individuals, families, and employers to provide financial planning services that include family wealth management, legacy planning, retirement income strategies, philanthropic planning, and small business solutions. He focuses on delivering personalized strategies tailored to clients' needs, helping them navigate important financial decisions and pursue long-term goals. Jared is multilingual, speaking English and Spanish. Outside of his professional career, Jared is married to Catherine and together they have a son and a daughter. He enjoys spending time with his family, traveling, and is a competitive water skier, having won three National Championships in the trick skiing event.

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.

Matthew Miller is a financial advisor with Ameriprise in Bremen, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2017, he worked at Ernst & Young, LLP for 13 years and had a brief tenure at RSM US, LLP. Outside of his advisory role, Miller coaches basketball for Bremen Public Schools. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Amanda Myers is a Series 66-licensed financial advisor with LPL Financial, based in South Bend, IN, and has eight years of industry experience. She has worked at 1st Source Bank and The Huntington National Bank and has served as an adjunct instructor at Indiana Tech since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by advanced operational and research tools.

James Yazel is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in education and community activities, including coaching girls' soccer at Adams High School in South Bend, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Austin Nielsen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Matzat Sister's Farm in Bass Lake, IN. 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 and investment solutions, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

John Anella is a financial advisor with Wells Fargo Clearing in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He also serves as power of attorney for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025, with prior roles at several firms including Trips Platform, Inc. and Pangea USA, LLC. Taylor volunteers as a member of the investment committee at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Cotton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial in South Bend, IN. His prior roles include eight years at Wells Fargo Advisors and several positions in banking and credit unions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of advisors with access to model portfolios, third-party asset managers, and various institutional platforms.

Jose Ontiveros is a financial advisor at Edward Jones in Niles, MI, holding the CFP® designation and a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at United Federal Credit Union and Honor Credit Union. He serves as Finance Chair for Life Plan, where he updates board and finance reports and monitors banking information. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

William Strafford is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with LPL Financial, where he has worked since 2011, and also holds a long-term role at 1st Source Bank, including serving as Senior Vice President of its Personal Asset Management Group. His previous experience includes a position at Natcity Investments, Inc. Outside of advisory work, Strafford serves as a board member and president of 1st Source Insurance, Inc., a subsidiary of 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plans, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms such as the Bank Wealth Program.

Rachel Rose is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and previously held positions at Manpower and Diamond Resorts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Dillenbeck is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at Notre Dame Federal Credit Union and Afa (OKC). He is also involved as a private client banker at Notre Dame Federal Credit Union. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cindy Gretschmann is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Signator Investors, Inc. and John Hancock Financial Network. Outside of her advisory role, she serves on the boards of the South Bend Symphony Orchestra and Beacon Medical Group, contributing her perspective to nonprofit organizations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset allocation tools and multiple advisory platforms.

Matthew Grabner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cuna Brokerage Services, Inc. since 2015 and was affiliated with Teachers Credit Union from 2015 to 2023. He is based in South Bend, IN. 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 financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Powers is a financial advisor with Ameriprise in Galien, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, emphasizing the use of Ameriprise-managed accounts and employing algorithmic automation overseen by a Retirement Income Oversight Committee.

Gregory Matthews is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Stifel since 2017, following eight years at City Securities Corporation. Matthews serves as a board member of Newton Park, a sports park in Lakeville, Indiana. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

David Grossnickle is a financial advisor with Ameriprise in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes roles at LPL Financial and Old National Bank, where he worked for over a decade each. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, algorithm-supported process to deliver tailored retirement income recommendations.