Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Client One Securities since 2014 and serves clients from New Carlisle, Indiana. Outside of his advisory role, he acts as co-executor and co-trustee for a special needs trust related to his family estate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, employing fundamental and cyclical security analysis, model asset allocations via its proprietary CreativeOne Wealth platform, and access to third-party managers.

Anthony Catanzarite is a financial advisor with Harbour Investments, Inc. in South Bend, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Harbour Investments since 2012. Outside of his advisory role, he serves as director of the fundraising committee for the Knights in Need charity at Marian High School and acts as campaign chair for Holy Family Catholic Parish. Harbour Investments provides investment advisory and financial planning services to a broad client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Securities and Kovack Advisors since 2011. Outside of her advisory role, she operates Middleton Financial, a DBA focused on managing investments. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and utilizes third-party managers and model portfolios to meet client objectives.

Julie Burrows is a financial advisor at William Blair with 13 years of industry experience. She has been with William Blair since 2015 and also founded Orangemosaic LLC in 2002, where she writes marketing communications on various topics outside of investment. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael O'Hearn is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2017. Outside of advisory services, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving primarily mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages portfolios across multiple asset classes.

Roberta Kealy is a financial advisor at &PARTNERS with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Raymond James & Associates. Kealy is based in South Bend, IN. &PARTNERS serves a diverse range of clients, including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, consulting, and investment banking, using a combination of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Megan Sloma is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera, Securian Financial Services, and Fifth Third Bank. Outside of her advisory work, she serves as vice president on the LaSalle Academy school board in South Bend, IN. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Courtenay Lavigne is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has worked at TIAA-CREF since 2014 and is also involved in marketing for Something from Nothing LLC, a business focused on a product innovation for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services under a fiduciary standard.

Timothy Leman is a financial advisor with Commonwealth Financial Network based in South Bend, Indiana. He holds a Series 65 designation and has 18 years of industry experience. He has worked at Gibson Insurance Group since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services alongside operational, trading, technology, compliance, and practice-management support.

Evan Lancaster is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Edward Jordanich is a financial advisor with \u0026PARTNERS who holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of his advisory role, he is a 50% owner of an LLC that owns a building with a restaurant and an upstairs apartment in South Bend, Indiana, though he has no operating responsibilities there. \u0026PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, providing discretionary and non-discretionary portfolio management through a mix of proprietary models and third-party managers, and engages in various revenue sources uncommon among peers.

Nathan Rock is a Series 66-registered advisor with The Huntington Investment Company based in Niles, MI, and has eight years of industry experience. His prior work includes positions at Ameriprise Financial Services, Principal Securities Incorporated, and Northwestern Mutual. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank offerings, using multiple wrap-fee programs on the Envestnet MAS platform.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Billie Treber is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial and 1st Source Bank in 2022, Treber worked at Edward Jones from 2018 to 2022. Treber also spent 18 years with the Boys & Girls Club of Marshall County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various technology-driven investment strategies.

Mirnes Tursunovic is a financial advisor with LPL Financial in South Bend, IN, holding Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Merrill, Scottrade Inc, Chase Bank, and Notre Dame Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leo Priemer is a CFP® professional with 19 years of experience in financial advising, currently serving clients at Edward Jones since 2007. Based in South Bend, IN, he holds Series 63 and Series 66 licenses alongside his certification. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large nationwide network of advisors and branch offices.

Robert Borlik is a financial advisor at Edward Jones in North Liberty, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Borlik serves as a school board member for John Glenn School Corporation in Walkerton, IN, focusing on fiscal and policy governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.