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 at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

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 her current firm. Outside of her advisory role, she is involved in selling personal items through eBay and Facebook Marketplace. 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, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.

Shane Shidler is a CFP®-designated financial advisor with Edward Jones in Niles, MI, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Tim Wilson is a Financial Consultant with over 10 years of experience in the financial services industry. He has held various roles including Investment Consultant at Fidelity Investments, Financial Planner at Prudential, Financial Advisor at VALIC - Corebridge Financial, and Paraplanner at Ameriprise Financial. Throughout his career, Tim has partnered with clients to develop, implement, and maintain financial plans aimed at achieving their individual definitions of success. He focuses on building strong relationships and educating clients on financial concepts to help them and their families build lasting wealth, safeguard assets, and navigate investments with clarity and confidence. Outside of his professional work, Tim enjoys attending concerts, fitness activities, social events with friends, golf, and hiking.

Robert Decker Jr. is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as the landscaping committee chair for the Bittersweet Cove Homeowners Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology supports asset allocation and planning analyses, while clients maintain discretion over implementation.

Jacqueline Rico is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. Her previous roles include positions at LPL Financial and 1st Source Bank, with a recent tenure at Fidelity Investments beginning in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

Michael Kendzicky is a financial advisor at Robert W. Baird & Company Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Baird since 2003. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, including discretionary and non-discretionary management options.

Lyndsay Hemmick is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and previously worked at Apex Energy Solutions for ten years. Outside of her advisory role, Hemmick serves on the Northern Indiana Council of Make-A-Wish and on the board of the nonprofit CAPS, which supports families affected by abuse and neglect, and she co-owns a commercial supply business with her spouse. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Stscherban is a financial advisor with Robert W. Baird & Co. in Mishawaka, IN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Stephen Douglas is a financial advisor with OSAIC based in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1989. In addition to his advisory role, he occasionally performs notary public duties for clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Kyle Everett is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird and Company since 2007. Outside of his advisory role, Everett serves as a board member and finance committee member for the South Bend Symphony Orchestra and also serves on the board of the South Bend Museum of Art. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of investment strategies including discretionary management, separately managed accounts, and overlay services, while also providing municipal advisory and public finance services.

Darin Shrock is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to this, he worked at GDC Inc for five years. He is also the President and CEO of Awake and Alive, Inc., a nonprofit organization based in Goshen, 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bruce Mc Court is a financial advisor with Ameriprise in Niles, MI, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the MSA Soccer Association and works as a youth soccer referee with the Indiana Soccer Referee Association. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, research-based recommendations through a centralized consulting team. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ashley Stantz is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, and Teachers Credit Union. She is based in Mishawaka, Indiana. 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 range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Jason Shaul is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Genesis Products for five years and held roles at Martell Electric LLC and US 31 Supply, Inc. He also sells handcrafted woodworking items on Etsy as a weekend hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates with a fiduciary standard.

Andrew Asma is a financial advisor at Edward Jones in Elkhart, Indiana, holding the CFP® designation and a Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked five years at KeyBank. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Gregory Surber is a financial advisor with Edward Jones in Niles, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, 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 large nationwide network of financial advisors and branch offices.