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.

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.

Brandon Colley is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of financial professionals focused on understanding clients' needs to develop personalized financial plans aimed at helping them build for the future and transition into retirement. Brandon has been with Fidelity Investments since 2015, progressing through roles including Assistant Branch Leader, Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and financial planning. Outside of his professional responsibilities, Brandon has interests in concerts, music, theater, soccer, table tennis, and exploring culinary experiences.

Brian Van Duyn is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial and 1st Source Bank since 2015. 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 range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers.

Jared Sharkey is a Financial Advisor at Merrill Lynch Wealth Management and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®). He works with individuals, families, business owners, and retirement plan sponsors to assist them in making informed financial decisions and preparing for the future. Jared focuses on building long-term relationships and developing strategies aligned with his clients' unique objectives, values, and visions for the future, emphasizing that financial planning is an ongoing process that adapts to life changes and evolving goals. His expertise encompasses family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, investment strategies for individuals and corporations, tax minimization, and retirement income planning. Jared also holds a Bachelor's degree from Indiana University and communicates fluently in both English and Spanish. Outside of his professional career, Jared enjoys spending time with his wife and three children. He is a lifelong athlete and competitive water skier, having earned three National Championships in the Trick Skiing division. The discipline and consistency required for his sport are principles he applies to his practice, striving for long-term success for his clients.

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.

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.

John Anella is a financial advisor with Wells Fargo Clearing in Mishawaka, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for both of his parents. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Cetera Wealth Services, Trips Platform, Inc., and several other firms. She volunteers as an investment committee member at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts, offering a multi-manager platform with diverse portfolio management and financial planning services.

Matthew Cotton is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and 1st Source Bank, having previously worked at Wells Fargo Advisors among other firms. Based in South Bend, IN, Cotton holds Series 63 and Series 66 licenses. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Jason Dillenbeck is a financial advisor with LPL Financial in South Bend, Indiana. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Notre Dame Federal Credit Union and Afa (Okc). In addition to his advisory role, he serves as a private client banker at Notre Dame Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions, including financial planning, model portfolios, 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 credentials and bringing 15 years of industry experience. His prior roles include positions at Teachers Credit Union and CUNA Brokerage Services, Inc. He operates in South Bend, IN. 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 financial planning and asset management services through a large network of advisors, utilizing both proprietary research and third-party 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.