Daniel Long is a financial advisor with Ameriprise in Elkhart, Indiana, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in a business ownership role with Summit Resources, LLC, which focuses on pooling funds to share office expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Schultz is a financial advisor with UBS Financial Services in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Morgan Maxwell LLC, a family estate planning business, and serves on the board of directors for Northrise University Initiative, a foundation that raises funding for a university. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Thomas Varga Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked with Cadaret, Grant & Co., Inc. for 21 years. In addition to his advisory role, he is involved in tax preparation and accounting through his longstanding business, Financial Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Graham Jr. is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of financial advising, he serves on the boards of Graham Farms, Inc. and GFI Investments, LLC, both involved in agriculture and farm development in Washington, Indiana. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

James Lewis is a financial advisor with Equitable Advisors in Mishawaka, IN, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2015, previously at AxA Advisors and Waddell & Reed. Outside of advising, he owns the Studebaker Watch Company. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Matthew Carroll is a Series 66-registered financial advisor with Edward Jones in Mishawaka, Indiana, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Daniel Sexton is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held roles at Cetera Wealth Services, Shoemaker Financial Fixed Insurance, and Healy Financial, with additional experience in academic and public sector positions. Sexton is also involved in insurance sales and back-office financial support through his other business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

Steve Pischalko II is a financial advisor with Ameriprise in South Bend, IN, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, providing 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 deliver tailored advice through a centralized consulting team.

Chris Lutz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans. He works alongside a team of financial professionals to help clients achieve their financial goals by taking a holistic approach to financial planning. Chris has professional experience as a Financial Advisor, having worked at PNC Investments from 2020 to 2023 and at LPL Financial - Northwest Bank from 2017 to 2020. His career reflects a commitment to providing financial advisory services over several years. Outside of his professional role, Chris has personal interests including concerts, football, golf, music, and outdoor adventures.

Patrick Reighter is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016 in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Joseph Weller is a financial advisor with LPL Enterprise in South Bend, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Enterprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. among other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers various financial planning and consulting services.

Toeanzar Norment is a financial advisor with Morgan Stanley in Mishawaka, Indiana, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jeremiah Hill is a financial advisor with Robert Baird & Co. in Mishawaka, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert Baird & Co. since 2003. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized financial planning, portfolio management, and brokerage services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Jon Dudkowski is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Notre Dame FCU and Regions Bank, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Steven Mcclatchey is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, KeyBank, and Key Investment Services. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools and the South Bend Recreational League. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Christopher Varga is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cadaret, Grant & Co., Inc. from 2012 to 2019. Outside his advisory role, he is involved with Financial Associates, an investment-related business. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning for operational purposes.

Steven Carlock is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Complete Financial Solutions Inc. since 2003 and Raymond James Financial Services since 2015. He is president of the nonprofit Bethlehem Revisited Michiana, founded in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, using analytical tools to tailor non-discretionary planning and investment consulting to client goals. The firm supports a broad advisor network and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Brangle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions, managing roughly $671 billion in assets and employing over 14,000 financial advisors.

Eric Ytterberg is a CFP® professional with 24 years of experience in the financial industry, all with Edward Jones. He is based in South Bend, IN. Outside of his advisory role, he serves as president of eytt llc, a company that maintains an office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of 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 operates a nationwide network of advisors and branch offices.

Stephen Kull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior work includes five years at Prudential Equity Group, LLC. He is based in Mishawaka, Indiana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.