Nathan Fisher is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Osaic since 2018, prior to which he was with Signator from 2002 to 2018. Outside of his advisory role, Fisher volunteers for a local political campaign. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and provides access to multiple third-party money managers and managed account platforms.

Clayton Pyfer is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Notre Dame Federal Credit Union, and Wells Fargo affiliates. Outside of his advisory role, he is a partner at Pyfer Properties LLC. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Dane Blue is a financial advisor with Wells Fargo Advisors in Elkhart, IN, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns a go-kart racing team called Twin Turbo Racing LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and other niche groups.

Austin Eakins is a financial advisor with Morgan Stanley in Mishawaka, IN, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes positions at Old National Bank and Northwest Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Kristen Jones is a financial advisor with Primerica Advisors in Elkhart, Indiana. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at August Mack and TriZetto Provider Solutions, and earlier was employed at Indiana State University and Lindbergh High School. Outside of advising, she owns Jones-E & Associates LLC, an investment-related business serving Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based wrap fee structure.

Thomas Burkert is a financial advisor with Osaic Wealth, Inc. in Elkhart, Indiana. He holds a Series 66 designation and has been with Osaic since 2025. His prior experience includes brief roles at VantagePointe Financial Group and Topcoat Powder Coating, as well as periods as a student. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Canarecci is a Series 66-credentialed financial advisor with ten years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge and The Financial Resource Group since 2016 and also serves in a municipal role with the City of Mishawaka. Outside of advisory work, he is an independent insurance agent representing various companies. 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 advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

Aaron Wilkinson is a financial advisor at Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is the owner of two real estate-related businesses in Goshen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Bontrager is a financial advisor at Edward Jones in Elkhart, Indiana, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he consults with construction vendors for Helgeson Steel. 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 through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Erik Jaques Rosales is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at PNC Bank for eight years and has previous experience in hospitality and retail operations. J.P. Morgan Securities LLC 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.

David Teall is a Series 66-licensed financial advisor with Equitable Advisors in Goshen, Indiana, holding 10 years of industry experience. He has been with Equitable Advisors since 2016, including prior work at Axa Advisors, LLC. He is also a partner at FTH Group LLC, a role he performs on a minimal basis without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jodi Finn is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert W. Baird & Co. Inc. since 1991. Finn holds a Series 63 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Holly Napier is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. She currently works at Edward Jones in Goshen, IN, having previously held positions at LPL Financial, Interra Credit Union, CUNA Brokerage Services, Inc., and Rieth-Riley Construction Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, 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.

Brandelyn Rodriguez is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of prior experience at Kruggel Lawton & Company, LLC. She began her current roles at LPL Financial and Financial Associates in 2025. 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 advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Randall Raciti is a financial advisor at Cetera with over 42 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and the Series 63 license. Randall has held various roles at firms including Shoemaker Financial, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he owns an accounting firm, Healy Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program options, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Brandon Smith is a Series 66 registered financial advisor with Edward Jones in Edwardsburg, MI, with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail and home health care. Outside of advising, he has engaged in sales training related to Hewlett Packard retail associates. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jennifer Wagnerowski is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously spent 25 years with LPL Financial, Everwise Credit Union, and Cuna Brokerage Services. She is based in South Bend, IN. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Rolon is a ChFC® and Series 66 licensed advisor with Edward Jones, based in Osceola, IN, and has 10 years of industry experience. He has worked at Edward Jones for his entire career since 2016. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.