Caleb Laidig is a financial advisor with LPL Financial in Mishawaka, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including Securities Service Network, Inc., and Securities America Advisors, Inc., before joining LPL Financial in 2022. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus for 18 years before joining Raymond James in 2024. Outside of advising, she owns and coaches at SAB Training, a CrossFit gym in Elkhart, Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and non-discretionary investment consulting through various advisory programs.

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.

Zachary Ryan is a financial advisor with Ameriprise in South Bend, IN. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in professional sports organizations and athletic development, and he is a co-owner of South Bend Social Catering, a local catering service. He also provides lessons and program design for an athletic development facility outside of trading hours. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gentiel Buysse is a financial advisor with Edward Jones in South Bend, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ferguson Enterprises for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Marien is a financial advisor at Robert W. Baird & Co. in Mishawaka, Indiana, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning, portfolio management, and a variety of separately managed account programs tailored to client goals and risk tolerances.

Marcia Kamiak is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Prudential Equity Group, LLC. She is also involved in non-variable insurance activities through her own practice in South Bend, IN. LPL Enterprise serves 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 and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Jeannetta Robinson is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include nearly a decade at Wells Fargo Clearing and a year with &PARTNERS. She is currently based in Mishawaka, Indiana. LPL Enterprise LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and wrap programs.

Christopher Wells is a financial advisor with Edward Jones in Granger, IN. He holds the CFP® and Series 66 designations and has seven years of industry experience, including two years at the University of Notre Dame where he served as Assistant Director of UGA Alumni, focusing on fundraising and volunteer management. Wells is also a partner in a commercial real estate LLC involved in leasing and property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment strategies supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides access to various managed accounts, affiliated mutual funds, and overlay tax-efficient services.

Samantha Hengen is a Certified Financial Planner (CFP®) with 12 years of industry experience, all of which has been with Robert W. Baird & Co. She holds the Series 66 designation and is based in Mishawaka, Indiana. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Michael Witous is a financial advisor at Stifel with 38 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Oppenheimer & Co from 2010 to 2017. Outside of his advisory work, he serves as a board member and trustee for the Studebaker National Museum in South Bend, Indiana. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning, providing clients with guidance to inform their investment decisions.

Ryan Hale is a financial advisor with LPL Financial in South Bend, Indiana. He holds the Series 63 and Series 66 securities licenses and has 22 years of industry experience, including ten years at Edward Jones prior to joining LPL Financial in 2012. Outside of his advisory role, he is involved in a home-based loan business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, and institutional programs, with investment management delivered by its network of advisors through discretionary and non-discretionary strategies.

Edward Pilarski is a financial advisor with Ameriprise in Niles, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 40 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, 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 delivered by a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Richard Mock is a financial advisor at Pennfield Capital Corp with 23 years of industry experience. He holds a Series 63 designation and has been with Pennfield Capital Corp since 1990. Pennfield Capital Corp is a small firm with two advisors, providing supported firm services.

Jeffrey Scott is a financial advisor with Pennfield Capital Corp in South Bend, IN. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Pennfield Capital Corporation in 2017, he worked at Rational Systems LLC for ten years. He is also a board member and partial owner of Buffalo Bayou Brewing Company, a brewery based in Houston, TX. Pennfield Capital Corp is a supported firm with two advisors.