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 with Edward Jones in South Bend, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Genesis Products, Martell Electric LLC, and US 31 Supply, Inc. Outside of his advisory role, he sells handcrafted woodworking items on Etsy as a weekend hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

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 with LPL Financial, holding a ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes 21 years at Cadaret, Grant & Co., Inc., and he has operated Financial Associates, a tax preparation and accounting business, since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

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.