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 in South Bend, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2016. Merrill, along with 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Lane is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial in South Bend, IN, and has worked at several firms including Edward Jones, JP Morgan Chase Bank, and Flagstar Bank. 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, offering a range of financial planning and investment management solutions.

Austin Francis is a financial advisor with Equitable Advisors in Goshen, Indiana, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the firm's predecessor, Axa Advisors. Outside of his advisory role, he serves as the head men's soccer coach at Cassopolis High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models and third-party asset managers, delivering services through a broad network of Investment Adviser Representatives.

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 with Merrill Lynch Wealth Management, holding certifications as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Certified Plan Fiduciary Advisor® (CPFA). He joined Merrill Lynch in August 2022 and brings five years of prior industry experience to his role. Jared holds his FINRA Series 7, Series 65, Series 66 registrations, a Life Insurance license, and a bachelor's degree from Indiana University. Jared works with individuals, families, and employers to provide financial planning services that include family wealth management, legacy planning, retirement income strategies, philanthropic planning, and small business solutions. He focuses on delivering personalized strategies tailored to clients' needs, helping them navigate important financial decisions and pursue long-term goals. Jared is multilingual, speaking English and Spanish. Outside of his professional career, Jared is married to Catherine and together they have a son and a daughter. He enjoys spending time with his family, traveling, and is a competitive water skier, having won three National Championships in the trick skiing event.

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.

Aaron Anderson is a financial advisor with Raymond James & Associates in Elkhart, Indiana, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2000 and is also a partner at Legacy Wealth Management LLC. 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, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by in-house research and a broad range of portfolio management strategies.

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 as a financial advisor at LPL Financial in South Bend, IN. His prior roles include eight years at Wells Fargo Advisors and several positions in banking and credit unions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of advisors with access to model portfolios, third-party asset managers, and various institutional platforms.

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.