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.

Daniel Long is a financial advisor with Ameriprise in Elkhart, Indiana, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in a business ownership role with Summit Resources, LLC, which focuses on pooling funds to share office expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Schultz is a financial advisor with UBS Financial Services in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Morgan Maxwell LLC, a family estate planning business, and serves on the board of directors for Northrise University Initiative, a foundation that raises funding for a university. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Thomas Varga Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked with Cadaret, Grant & Co., Inc. for 21 years. In addition to his advisory role, he is involved in tax preparation and accounting through his longstanding business, Financial Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Graham Jr. is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Morgan Stanley since 2018, including Morgan Stanley Private Bank, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial services, he serves as a board member for Graham Farms, Inc. and GFI Investments, LLC, both family farming and agricultural enterprises in Washington, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive financial planning and advisory services to individuals and institutions. The firm utilizes structured planning tools and delivers tailored solutions supported by its Global Investment Committee’s research.

James Lewis is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Equitable Advisors since 2015, previously affiliated with AxA Advisors and Waddell & Reed. Outside of his advisory role, he owns the Studebaker Watch Company. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs to implement investment strategies, offering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Matthew Carroll is a Series 66-registered financial advisor with Edward Jones in Mishawaka, Indiana, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Daniel Sexton is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held roles at Cetera Wealth Services, Shoemaker Financial Fixed Insurance, and Healy Financial, with additional experience in academic and public sector positions. Sexton is also involved in insurance sales and back-office financial support through his other business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.