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 at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2001. Outside of advising, he owns rental real estate properties in the Granger, Indiana area. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, serving both retail and institutional clients.

Shawn Stevens is a CFP®-certified financial advisor with Edward Jones in South Bend, IN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Stevens is registered as an agent for a real estate business, Stevens Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

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.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors among other firms. Vandyke is also the owner of a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Ian Glogovsky is an Investment Consultant at Fidelity Investments, where he collaborates with clients to align their investments with their financial goals. His approach emphasizes helping clients gain clarity and confidence in their financial future through a trusted advisory relationship. Ian's professional experience includes roles at Fratarcangeli Wealth Management, where he progressed from Finance Intern to Associate Relationship Manager and then Registered Relationship Manager between 2021 and 2024. He joined Fidelity Investments as an Investment Consultant in 2024. Outside of his professional work, Ian's interests include baseball, fitness, football, hiking, skiing, and traveling.

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.

Timothy Barlow is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management and related entities from 2008 to 2020. Outside of advising, he is involved in solar sales through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

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.

Barbara Obrochta is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1992 and has also worked with Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Lane is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Chase Bank, and Infinex/Flagstar Bank. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.