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.

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 with Raymond James & Associates in Elkhart, Indiana. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 17 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals and high-net-worth clients to institutions and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Matthew Szynal is a financial advisor with Edward Jones in Goshen, IN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he organizes, referees, and coaches youth soccer games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.