Leslie Navarre is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Navarre holds Series 63 and Series 65 licenses and is based in Elkhart, Indiana. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Christopher Varga is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cadaret, Grant & Co., Inc. from 2012 to 2019. Outside his advisory role, he is involved with Financial Associates, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning for operational purposes.

Steven Carlock is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Complete Financial Solutions Inc. since 2003 and Raymond James Financial Services since 2015. He is president of the nonprofit Bethlehem Revisited Michiana, founded in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, using analytical tools to tailor non-discretionary planning and investment consulting to client goals. The firm supports a broad advisor network and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Brangle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Ytterberg is a CFP® professional with over 23 years of experience in the financial services industry. He has been with Edward Jones since 2002, working in their South Bend, IN office. Outside of his advisory role, he serves as president of a company that manages an office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Stephen Kull is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Caleb Laidig is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 12 years of industry experience. His career includes prior roles at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He is also involved with Laidig Financial LLC, a business entity used for tax and investment purposes. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

William Bollinger is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Notre Dame Federal Credit Union since 2004 and was previously associated with Cetera Advisor Networks. Outside of his advisory role, he is involved as a bookkeeper for a senior in-home care business. 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 advisory and brokerage services, including financial planning, model portfolios, access to third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Baldwin is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 14 years of industry experience. She previously worked at Stifel Nicolaus for 18 years before joining her current firm. Outside of advising, she owns and coaches at a CrossFit gym called Refiners Fire Crossfit in Elkhart, IN. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research to support its advisory services.

Fletcher Preuss Jr. is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Co., and he currently owns several businesses including a nonprofit and an accounting firm. He also serves as an elected board member of Trinity Academy in South Bend, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Michelle Bryant is a financial advisor at LPL Enterprise with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Raymond James & Associates for 20 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zachary Ryan is a financial advisor with Ameriprise in South Bend, IN. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in professional sports organizations and athletic development, and he is a co-owner of South Bend Social Catering, a local catering service. He also provides lessons and program design for an athletic development facility outside of trading hours. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gentiel Buysse is a financial advisor with Edward Jones in South Bend, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ferguson Enterprises for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Marien is a financial advisor at Robert W. Baird & Co. in Mishawaka, Indiana, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He 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 customized consulting and portfolio services, including financial planning, portfolio management, and a variety of separately managed account programs tailored to client goals and risk tolerances.

Nicholas Lertola is a financial advisor with Charles Schwab in Osceola, Indiana, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has worked at Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Marcia Kamiak is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. She is also involved in non-variable insurance activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

Faiz Khoja is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Khoja volunteers as a Technical Steward performing technical inspections for motor racing events with the SCCA South Bend Region. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.