Joseph Canarecci is a Series 66-credentialed financial advisor with ten years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge and The Financial Resource Group since 2016 and also serves in a municipal role with the City of Mishawaka. Outside of advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

Brent Bontrager is a financial advisor at Edward Jones in Elkhart, Indiana, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he consults with construction vendors for Helgeson Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christine Chun is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she has held positions at Chicago Public Schools and the Lucy Family Institute for Data & Society, among others. Outside of her advisory role, she operates a photography business specializing in photo sessions and editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Erik Jaques Rosales is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at PNC Bank for eight years and has previous experience in hospitality and retail operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jodi Finn is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert W. Baird & Co. Inc. since 1991. Finn holds a Series 63 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Brandelyn Rodriguez is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. She has 20 years of prior experience at Kruggel Lawton & Company, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Randall Raciti is a financial advisor at Cetera with over 42 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and the Series 63 license. Randall has held various roles at firms including Shoemaker Financial, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he owns an accounting firm, Healy Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program options, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Brandon Smith is a Series 66 registered financial advisor with Edward Jones in Edwardsburg, MI, with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail and home health care. Outside of advising, he has engaged in sales training related to Hewlett Packard retail associates. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jennifer Wagnerowski is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously spent 25 years with LPL Financial, Everwise Credit Union, and Cuna Brokerage Services. She is based in South Bend, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Rolon is a ChFC® and Series 66 licensed advisor with Edward Jones, based in Osceola, IN, and has 10 years of industry experience. He has worked at Edward Jones for his entire career since 2016. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Rex Sallak is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. He is also involved with Clarity Financial Partners, focusing on the sales and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client needs.

Tamora Markham is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm’s proprietary investment methodology uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning decisions.

Scotty Ferguson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Deborah Smogor is a financial advisor with Merrill in South Bend, Indiana, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015 and also works with Bank of America, N.A. since 2016. Outside of her advisory role, she serves as a board member and chair of the board for YWCA North Central, where she participates in finance, audit, and fundraising committee meetings, and is involved with the Women of Vision group supporting domestic violence awareness and women’s empowerment. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Fred is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in providing personalized investment guidance. Michael earned a Bachelor's Degree from Ball State University. His role involves advising clients on wealth management strategies to help meet their financial goals.

John Mansfield is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with a prior tenure at JPMORGAN Chase Bank dating back to 2003. Mansfield serves as a board member of the Middlebury Redevelopment Committee, which oversees the allocation of Tax Increment Financing funds for town projects. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Laura Troyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. She operates out of Buchanan, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, with discretionary and non-discretionary management options supported by research from internal and third-party sources.

Elaine Kendell is a financial advisor with Raymond James & Associates in Mishawaka, Indiana. She holds the Series 66 designation and has 19 years of industry experience, including 16 years with Raymond James. Outside of advising, she has experience selling personal items through eBay and Facebook Marketplace. Raymond James & Associates is an institutional firm with over 5,400 advisors managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and a broad affiliate network.

James Brennan II is a financial advisor with OSAIC in Mishawaka, Indiana, holding a Series 63 designation and over 40 years of industry experience. He has been with OSAIC since 1989. Outside of his advisory role, he owns J.W. Brennan & Associates, Inc., where he sells life, disability, and health insurance. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and third-party managed-account solutions.