Glen Lothary is a financial advisor with Robert W. Baird & Co. in Mishawaka, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird since 2004. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

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 Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Morgan Stanley since 2018, including Morgan Stanley Private Bank, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial services, he serves as a board member for Graham Farms, Inc. and GFI Investments, LLC, both family farming and agricultural enterprises in Washington, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive financial planning and advisory services to individuals and institutions. The firm utilizes structured planning tools and delivers tailored solutions supported by its Global Investment Committee’s research.

James Lewis is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Equitable Advisors since 2015, previously affiliated with AxA Advisors and Waddell & Reed. Outside of his advisory role, he owns the Studebaker Watch Company. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs to implement investment strategies, offering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

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.

Briley Herbster is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Herbster worked at SPINS, LLC and Ancient Nutrition, among other roles. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors. The firm offers a variety of advisory programs and investment strategies under a fiduciary standard.

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.

Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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.

Douglas Mick is a financial advisor with Raymond James & Associates in Elkhart, Indiana. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 17 years with Raymond James & Associates. 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 ranging from individuals and high-net-worth clients to institutions and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

Delwyn Shrock is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Located in Elkhart, IN, he holds the Series 66 designation. 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 a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Leeper is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scott Hartman is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Cetera and Lake City Bank. Hartman is also involved with Hartman Johnston Capital Inc, a non-investment business entity. 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 portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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.

Steven Herbster is a financial advisor with Edward Jones in Middlebury, Indiana, holding a Series 63 credential and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he manages two LLCs related to property and vehicle ownership in Costa Rica. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

Toeanzar Norment is a financial advisor with Morgan Stanley in Mishawaka, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing and WELLS FARGO Advisors from 2012 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.