Matthew Kahn is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill since 1993, focusing on strategies that assist high net-worth families and business owners in pursuing their financial goals while addressing the complexities of wealth management. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), earned in 2017, and Certified Plan Fiduciary Advisor® (CPFA), awarded in January 2019. Matthew's expertise spans family wealth management strategies, services for endowments, foundations, and non-profits, retirement income planning, and portfolio management, among other areas. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years through 2026 and as a member of the Kahn, Ruthrauff & Associates team included on Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. He holds a Bachelor's degree from Indiana University. Matthew is actively involved in his community, serving on several boards and committees such as the Civic Center Board of Managers, Downtown South Bend Inc, and the South Bend Civic Theatre. His community involvement also includes participation with Stanley Clark School, South Bend Venue Parks and Arts, and Wellfield Botanical Gardens. Outside of work, Matthew enjoys golfing, reading, skiing, surfing, tennis, and spending time with his family.

Scott Smith is a financial advisor with Ameriprise Financial Services, holding a Series 63 credential and over 34 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 1991 and was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory practice, Smith serves on two nonprofit boards in Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Andrew Hyduk is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously was involved with Legends Sales & Marketing, LLC, as well as operating as an independent contractor for 15 years. Outside of his advisory role, he serves as a referee and umpire for Indiana High School basketball, baseball, and football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Daniel Mceachern is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior work includes 12 years at JP Morgan Securities and a brief tenure at Ignite Advisory Partners. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Stephanie Heinze is a Financial Advisor at Merrill Lynch Wealth Management in South Bend, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ with over nine years of experience. Stephanie works with individuals, families, and business owners to develop personalized, goal-based wealth management strategies that focus on growing, protecting, and transferring wealth across generations. In her role, Stephanie specializes in designing and implementing customized retirement plans for business owners, aligning their business growth with employee financial well-being. She holds licenses in both investments and insurance, enabling a comprehensive approach that includes retirement planning, education funding, risk management, and legacy strategies. Prior to joining financial services, Stephanie served five years in the U.S. Army, including a tour in Iraq. Stephanie earned her bachelor's degree from Central Michigan University and her MBA from Auburn University. She lives in St. Joseph, Michigan with her two children and participates in community service through her active membership in the Women's Service League.

Nathan Fisher is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Osaic since 2018, prior to which he was with Signator from 2002 to 2018. Outside of his advisory role, Fisher volunteers for a local political campaign. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and provides access to multiple third-party money managers and managed account platforms.

Clayton Pyfer is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Notre Dame Federal Credit Union, and Wells Fargo affiliates. Outside of his advisory role, he is a partner at Pyfer Properties LLC. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Dane Blue is a financial advisor with Wells Fargo Advisors in Elkhart, IN, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns a go-kart racing team called Twin Turbo Racing LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and other niche groups.

Austin Eakins is a financial advisor with Morgan Stanley in Mishawaka, IN, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes positions at Old National Bank and Northwest Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Kristen Jones is a financial advisor with Primerica Advisors in Elkhart, Indiana. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at August Mack and TriZetto Provider Solutions, and earlier was employed at Indiana State University and Lindbergh High School. Outside of advising, she owns Jones-E & Associates LLC, an investment-related business serving Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based wrap fee structure.

Thomas Burkert is a financial advisor with Osaic Wealth, Inc. in Elkhart, Indiana. He holds a Series 66 designation and has been with Osaic since 2025. His prior experience includes brief roles at VantagePointe Financial Group and Topcoat Powder Coating, as well as periods as a student. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Myles Close is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Tippecanoe Lake Country Club. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with fiduciary standards, supported by a large nationwide network of financial advisors and branch offices.

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.

Aaron Wilkinson is a financial advisor at Edward Jones in Goshen, Indiana, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is the owner of two real estate-related businesses in Goshen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

David Teall is a Series 66-licensed financial advisor with Equitable Advisors in Goshen, Indiana, holding 10 years of industry experience. He has been with Equitable Advisors since 2016, including prior work at Axa Advisors, LLC. He is also a partner at FTH Group LLC, a role he performs on a minimal basis without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

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.