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 CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Company since 2014. She 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 a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through in-house and third-party managers, with options including discretionary management, separately managed accounts, and overlay services.

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.