Steven Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2015 and also owns Complete Financial Solutions Inc. Carlock is president of the nonprofit Bethlehem Revisited Michiana, which he founded in 2020, and serves as an agent for Ash Brokerage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes advisory relationships supported by extensive research and an affiliate network.

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 63 and Series 65 credentials and 12 years of industry experience. He has worked at LPL Financial since 2022, following prior roles at Securities America Advisors, Inc. and Securities Service Network, Inc. Laidig also manages a separate financial entity, Laidig Financial LLC, 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

William Bollinger is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks. In addition to his advisory role, Bollinger is involved with Karing Hearts Senior In-Home Care as a bookkeeper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Kimberly Baldwin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus for 18 years before joining Raymond James in 2024. Outside of her advisory role, she is the owner and coach of Refiners Fire Crossfit in Elkhart, Indiana. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and an affiliate network.

Easton Dahlgren is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Midwest Automotive Designs and Patrick Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent 20 years at Raymond James & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance products on an integrated platform.

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 credentials and bringing 33 years of industry experience. Her prior firms include Raymond James & Associates and Wells Fargo Advisors. Kamiak is involved in non-variable insurance through a business activity separate from her advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning and consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Destinee Chupp is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Lake City Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Katherine Grusy is a financial advisor with Edward Jones in Goshen, Indiana. She holds the CFP®, ChFC®, and Series 63 designations and has 37 years of experience in the industry. She has been with Edward Jones since 2006. Outside of her advisory role, she is involved in bookkeeping for a controls engineering company and a farming operation. 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 through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary advisory strategies along with affiliated investment products.

Joel Hawkins is a financial advisor with Edward Jones in Elkhart, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.