Brian Van Duyn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and 1st Source Bank since 2015. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Jared Sharkey is a Financial Advisor at Merrill Lynch Wealth Management, where he provides clients with personalized financial guidance. He focuses on areas such as family wealth management strategies, legacy planning, retirement income, and portfolio management services. Jared joined Merrill in August 2022 and brings five years of prior industry experience to the firm. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Certified Plan Fiduciary Advisor® (CPFA), in addition to being fully licensed and registered with FINRA Series 7, Series 65, and Series 66. He also holds a Life Insurance license and a bachelor's degree from Indiana University. At Merrill, Jared works closely with individuals, families, employers, and retirement plan sponsors to navigate important financial decisions and develop tailored wealth management and retirement strategies. His professional philosophy is centered on understanding what matters most to clients and creating strategies to help them pursue their financial goals. Outside of his professional role, Jared enjoys spending time with his wife, Catherine, and their children. He is an active athlete and has won the National Championship in water skiing three times in the trick skiing event. Additionally, Jared enjoys traveling, spending time with his family, and engaging in sports such as basketball, boating, and golfing.

Beverly Ainsley is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63, 65, and 66 designations and 21 years of industry experience. She previously worked at Raymond James & Associates for 10 years and was retired from 2020 to 2024 before joining LPL and Notre Dame Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Amanda Myers is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at several financial institutions including 1st Source Bank and The Huntington National Bank. In addition to her advisory role, Myers serves as an adjunct instructor at Indiana Tech. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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.

Aaron Anderson is a financial advisor with Raymond James & Associates in Elkhart, IN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Raymond James since 2000 and is also a partner at Legacy Wealth Management LLC since 2017. 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 through its Wealth Advisory Services Program and serves institutional clients with specialized consulting and fiduciary solutions.

John Anella is a financial advisor with Wells Fargo Clearing in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He also serves as power of attorney for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025, with prior roles at several firms including Trips Platform, Inc. and Pangea USA, LLC. Taylor volunteers as a member of the investment committee at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Cotton is a CFP® with 16 years of industry experience, currently serving clients at LPL Financial in South Bend, IN. His career includes prior roles at Wells Fargo Advisors and 1st Source Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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.

Nathan Stemm is a CFP® with 19 years of industry experience and has been with Edward Jones since 2007. He is based in Elkhart, IN and holds a Series 66 license. Outside of his advisory role, he is a member of JNS Holdings, LLC, a holding company for real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gretchen Summe is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2005. Outside of her advisory role, she works as a freelance seamstress specializing in dress and clothing alterations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering recommendations on a non-discretionary basis.

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 financial advisor with LPL Financial in South Bend, IN, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at LPL Financial and over 20 years with 1st Source Bank. He is Senior Vice President of 1st Source Bank Wealth Advisory Services and serves as president and board member of 1st Source Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Rachel Rose is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and previously held positions at Manpower and Diamond Resorts. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Jason Dillenbeck is a financial advisor with LPL Financial in South Bend, IN, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Afa (Okc) from 2013 to 2019 and has been involved with Notre Dame Federal Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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.

Joseph Baier is a financial advisor with Edward Jones in Elkhart, IN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he owns a real estate holdings company, JB Real Estate Holdings LLC, involved in the management of commercial property. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Matthew Grabner is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Cuna Brokerage Services, Inc. and Teachers Credit Union. 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, utilizing model portfolios, research, and various investment strategies across discretionary and non-discretionary management styles.

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.

Griffin Borst is a CFP® credentialed financial advisor with six years of industry experience, currently serving clients at Edward Jones in Elkhart, IN since 2019. His prior work includes roles at Region 8 Marion School District, Farmers Insurance, and Taylor University. Outside of advising, he is involved in managing an Airbnb rental property. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, notable for its extensive national advisor network and comprehensive advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.