Melissa Eikens is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of her advisory role, she is involved in business ownership through Pi Charts, LLC, which manages office real estate. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and algorithmic tools.

James Burkert is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Osaic since 2018 and previously spent nine years with Signator Investors, Inc. Burkert serves on the finance committee of St. John's Episcopal Church, assisting with annual budget creation and investment reviews for the church trust fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided asset-allocation tools and efficient-frontier analysis to construct diversified portfolios tailored to clients' risk tolerance and investment restrictions.

Lindsey Downey is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where she has worked since 2019. She has six years of industry experience, including five years at KINETIC IT Solutions prior to joining Edward Jones. Outside of advising, she is involved in a health and wellness business as a distributor for Advocare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and offices.

Robert Dhoore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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 at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at LPL Financial and Silver Oak Securities Inc. His current role is based in Granger, Indiana. 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 plan advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platforms.

Kane Brolin is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network for 12 years. Outside of his advisory role, he serves as Vice-President of Ficro Properties LLC and is a member of a plaintiff class in a legal matter based in Mishawaka, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Bergin is a financial advisor with LPL Financial in Mishawaka, IN. He holds the Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles at Northwest Bank, Old National Bank, and Wabash National. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Matthew Stemm is a financial advisor with Edward Jones in Osceola, Indiana, holding Series 63 and Series 66 registrations and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as Vice President of Dollars For Scholars in Elkhart, Indiana, where he helps organize fundraisers for high school senior scholarships, and he is involved in strategic planning for an Amish bakery and franchise business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a variety of investment strategies and affiliated financial services.

Pablo Rodriguez is a financial advisor with Raymond James & Associates in South Bend, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 19 years before joining Raymond James in 2024. Outside of his advisory role, Rodriguez 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 a summer semi-pro soccer team. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and institutional consulting.

Joseph Varga is a financial advisor with UBS Financial Services in Mishawaka, IN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with UBS since 2006. Varga serves on the Board of Directors at Manchester University, advising the Director of Alumni Relations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets activities.

Erin Milnikel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has prior work history at Amazon and Farmasi. 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Ruthrauff is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has contributed over 30 years of experience supporting accomplished families. His work focuses on simplifying and coordinating complex financial lives, helping clients make informed decisions during key opportunities and transitions, and ensuring that wealth management supports both long-term goals and current lifestyles. Through Kahn, Ruthrauff & Associates, he collaborates with a dedicated team and works alongside CPAs, attorneys, and other advisors to provide integrated and thorough planning. Mr. Ruthrauff specializes in areas including college education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Indiana Wesleyan University and a Master's Degree from the University of Florida. He is a member of the Economic Club of Michiana and has completed additional coursework at Yale University related to asset allocation, ethics, and investment management. Outside of his professional activities, James resides in Granger with his wife Jeannie. He is involved in the South Bend community, participating in cultural arts and supporting local charitable organizations such as Habitat for Humanity. His personal interests include biking, boating, skiing, tournament waterskiing, cycling, golf, CrossFit, and playing guitar.

Douglas Purucker is a Series 66 licensed financial advisor with STIFEL in South Bend, IN, and has four years of industry experience. Prior to joining STIFEL in 2021, he worked in various roles at Belle Tire, Lowe's, and Uber. STIFEL serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Katheryn Stoll is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. She has worked at J.P. Morgan Securities since 2017 and has been with JPMorgan Chase Bank, N.A. since 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 applying an ESG eligibility framework in its recommendations.

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, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at LPL Financial and 1st Source Bank since 2018 and previously was with Securian Financial Services, Inc. and Healy Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Sunu Thomas is a financial advisor at Edward Jones in South Bend, IN, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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 services and investment strategies and manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.