James Lewis is a financial advisor with Equitable Advisors in Mishawaka, Indiana, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2015. Outside of his advisory work, Lewis is the owner and sole proprietor of the Studebaker Watch Company. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

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.

Steve Pischalko II is a financial advisor with Ameriprise in South Bend, IN, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, 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 to deliver tailored advice through a centralized consulting team.

Douglas Mick is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary portfolio management options.

Delwyn Shrock is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Located in Elkhart, IN, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Adam Leeper is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Chris Lutz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans. He works alongside a team of financial professionals to help clients achieve their financial goals by taking a holistic approach to financial planning. Chris has professional experience as a Financial Advisor, having worked at PNC Investments from 2020 to 2023 and at LPL Financial - Northwest Bank from 2017 to 2020. His career reflects a commitment to providing financial advisory services over several years. Outside of his professional role, Chris has personal interests including concerts, football, golf, music, and outdoor adventures.

Scott Hartman is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cetera and Lake City Bank. Hartman is involved with Hartman Johnston Capital Inc., a business entity for tax and investment purposes. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Patrick Reighter is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016 in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jonathan Kintner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in South Bend, IN since 2019. His prior work includes roles at RSM US LLP and Korhorn Financial Group. Outside of his advisory work, he occasionally works as a hunting guide at Willow Lake Sportsman’s Club in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Joseph Weller is a financial advisor with LPL Enterprise in South Bend, IN, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northwestern Mutual Investment Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Toeanzar Norment is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Norment is based in Mishawaka, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Jeremiah Hill is a financial advisor with Robert Baird & Co. in Mishawaka, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert Baird & Co. since 2003. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized financial planning, portfolio management, and brokerage services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Jon Dudkowski is a financial advisor with LPL Financial based in South Bend, IN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he worked at Notre Dame FCU and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by both discretionary and non-discretionary management options.

Cory Marlow is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Windor Insurance. Outside of financial advising, he has served as Porter Township Supervisor since 2016 and was involved in the restaurant business with Bacon Hill Kitchen and Pub from 2015 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Steven Mcclatchey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and Wells Fargo Advisors. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research and technology solutions.

Heidi Green is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. She has been with Cetera Investment Advisers LLC since 2025 and has prior experience at Lake City Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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, Indiana, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with LPL Financial since 2019, previously affiliated with Cadaret, Grant & Co., Inc. and Financial Associates. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.