Daniel Mceachern is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior work includes 12 years at JP Morgan Securities and a brief tenure at Ignite Advisory Partners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Stephanie Heinze is a Financial Advisor at Merrill Lynch Wealth Management in South Bend, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ with over nine years of experience. Stephanie works with individuals, families, and business owners to develop personalized, goal-based wealth management strategies that focus on growing, protecting, and transferring wealth across generations. In her role, Stephanie specializes in designing and implementing customized retirement plans for business owners, aligning their business growth with employee financial well-being. She holds licenses in both investments and insurance, enabling a comprehensive approach that includes retirement planning, education funding, risk management, and legacy strategies. Prior to joining financial services, Stephanie served five years in the U.S. Army, including a tour in Iraq. Stephanie earned her bachelor's degree from Central Michigan University and her MBA from Auburn University. She lives in St. Joseph, Michigan with her two children and participates in community service through her active membership in the Women's Service League.

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.

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.

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.

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.

Christine Chun is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she has held positions at Chicago Public Schools and the Lucy Family Institute for Data & Society, among others. Outside of her advisory role, she operates a photography business specializing in photo sessions and editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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.

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.

Rex Sallak is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. He is also involved with Clarity Financial Partners, focusing on the sales and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client needs.

Deborah Smogor is a financial advisor with Merrill and holds a Series 66 designation. She has 10 years of industry experience and has been with Merrill and Bank of America since 2015 and 2016, respectively. Outside of her advisory role, she is involved with the YWCA in South Bend, Indiana, serving as a board member and committee member focused on raising awareness for domestic violence and empowering women. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fred is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in providing personalized investment guidance. Michael earned a Bachelor's Degree from Ball State University. His role involves advising clients on wealth management strategies to help meet their financial goals.

John Mansfield is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with a prior tenure at JPMORGAN Chase Bank dating back to 2003. Mansfield serves as a board member of the Middlebury Redevelopment Committee, which oversees the allocation of Tax Increment Financing funds for town projects. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Laura Troyer is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Elaine Kendell is a financial advisor with Raymond James & Associates in Mishawaka, Indiana. She holds the Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. Outside of her advisory role, she is involved in selling personal items through eBay and Facebook Marketplace. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.