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.

Jonathan Kintner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in South Bend, IN since 2019. His prior work includes roles at RSM US LLP and Korhorn Financial Group. Outside of his advisory work, he occasionally works as a hunting guide at Willow Lake Sportsman’s Club in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Joseph Weller is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for three years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

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.

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 designation and beginning his advisory career in 2025. His prior work experience includes roles at Notre Dame FCU, Regions Bank, and Ball State University. 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 institutional platforms, supported by extensive operational and research tools.

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 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Ytterberg is a CFP® professional with over 23 years of experience in the financial services industry. He has been with Edward Jones since 2002, working in their South Bend, IN office. Outside of his advisory role, he serves as president of a company that manages an office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Stephen Kull is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Caleb Laidig is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 12 years of industry experience. His career includes prior roles at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He is also involved with Laidig Financial LLC, a business entity used for tax and investment purposes. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

William Bollinger is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Notre Dame Federal Credit Union since 2004 and was previously associated with Cetera Advisor Networks. Outside of his advisory role, he is involved as a bookkeeper for a senior in-home care business. 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 advisory and brokerage services, including financial planning, model portfolios, access to third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Baldwin is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 14 years of industry experience. She previously worked at Stifel Nicolaus for 18 years before joining her current firm. Outside of advising, she owns and coaches at a CrossFit gym called Refiners Fire Crossfit in Elkhart, IN. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research to support its advisory services.

Fletcher Preuss Jr. is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Co., and he currently owns several businesses including a nonprofit and an accounting firm. He also serves as an elected board member of Trinity Academy in South Bend, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Michelle Bryant is a financial advisor at LPL Enterprise with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Raymond James & Associates for 20 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.