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Collin W

Series 63, Series 66

Granger, IN

Independent Financial Partners

Collin Walker is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers both individualized advisor strategies and centralized asset management, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Maureen T

Series 65

Elkhart, IN

Wealth Enhancement Advisory Services, LLC

Maureen Teunissen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Guidance Investment Advisors and Everence Trust Company. Outside of her advisory work, she is associated with bookkeeping activities through a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Joshua C

Series 66

Dowagiac, MI

FIFTH THIRD SECURITIES, Inc.

Joshua Crouch is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He has worked at Fifth Third Securities since 2019, previously spending two years at Edward Jones and three years at Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Michael G

Series 63, Series 66

Elkhart, IN

Wealth Enhancement Advisory Services, LLC

Michael Griggs is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Guidance Investment Advisors, LLC and Mutual Securities. Outside of advising, he is involved in the sales and servicing of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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John S

Series 66

Dowagiac, MI

Edward Jones

John Seculoff is a Series 66-licensed financial advisor with Edward Jones, based in Dowagiac, Michigan, where he has worked since 2016. He has 14 years of industry experience. Outside of his advisory role, Seculoff is involved in his community as an assistant high school soccer coach, serves on multiple nonprofit boards including the Cass County Council on Aging and Beckwith Theatre, and holds leadership positions with the Rotary Club and Lee Memorial Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates an extensive national network of financial advisors and branch offices and offers both discretionary and non-discretionary managed solutions under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Retired Founder/Business Owner Executive
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Kim M

Series 66

Dowagiac, MI

Edward Jones

Kim Mac Gregor is a financial advisor with Edward Jones in Dowagiac, MI, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2010. Mac Gregor is a founding board member of 100+ Women Who Care in Dowagiac, MI, an organization that directs charitable donations within the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains an extensive network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer S

CFP®, Series 66

Niles, MI

Edward Jones

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Business ownership considerations Business succession planning Wealth management Founder/Business Owner
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Amanda G

Series 66

Granger, IN

Edward Jones

Amanda Gadacz is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has worked at Edward Jones since 2017 and previously at Robert W. Baird & Co. since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Dentist Doctor or Medical Professional Widow/Widower
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Braylen S

CFP®, Series 63, Series 65

Granger, IN

LPL Financial

Braylen Scott is a CFP® with nine years of industry experience, currently advising at LPL Financial since 2018. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also involved with Northwest Bank, a financial institution where he holds a non-investment related role. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Samantha U

Series 65, Series 63

Granger, IN

LPL Financial

Samantha Ultreras is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. She has been with LPL Financial since 2022 and previously worked at Teachers Credit Union and Shoe Carnival. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Brian M

Series 66

Dowagiac, MI

Edward Jones

Brian Mac Gregor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at McLane and Martin Brower, and spent sixteen years at Walmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kemp C

CFP®, Series 66

Granger, IN

LPL Financial

Kemp Cunningham is a CFP® and Series 66 credentialed financial advisor at LPL Financial with 14 years of industry experience. He previously worked for Edward Jones for 11 years before joining LPL Financial in 2023. Outside of his advisory role, Cunningham is involved in authoring a book and has an affiliation with the USA Boxing association. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Waylon P

CFP®, Series 63, Series 65

Granger, IN

LPL Financial

Waylon Peterson is a CFP® professional with 30 years of industry experience currently with LPL Financial since 2022. He also has a longstanding role at Teachers Credit Union dating back to 1999, where he serves as president. His background includes work with Cuna Brokerage Services, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jonn S

CFP®, Series 66

Granger, IN

Edward Jones

Jonn Shaver is a CFP®-designated financial advisor with Edward Jones in Granger, IN, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at ABI Attachments from 2012 to 2017. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Steven T

Series 65, Series 63

Elkhart, IN

J.P. Morgan Securities

Steven Tidwell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Notre Dame Credit Union. Outside of finance, Tidwell is the owner and partner of Luxe Hair Studio LLC, a hair salon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Sergio A

Series 66

Granger, IN

Edward Jones

Sergio Andrade is a financial advisor with Edward Jones in Granger, IN. He holds a Series 66 designation and has prior work experience at Lippert and Walt Disney World. Andrade has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Hispanic/Latino/Latinx
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Benjamin B

Series 63, Series 65

Granger, IN

OSAIC

Benjamin Burbedge is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Ameriprise Financial Services, and Woodbury Financial Services. Burbedge is also president of Burbedge Asset Management LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Caela U

Series 63, Series 65

Elkhart, IN

LPL Financial

Caela Ullmer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has a background working at Cuna Brokerage Services, Inc. and Teachers Credit Union alongside her current role. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Alyse K

CFP®, Series 66

Granger, IN

LPL Financial

Alyse Keultjes is a CFP®-designated financial advisor with seven years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones for six years. Outside of her advisory role, she has a business entity, Keultjes Investment Group, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management along with research-driven model portfolios.

College savings (529s, UTMA, etc.)
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Nicolas C

Series 65, Series 63

Granger, IN

Cambridge Investment Research Advisors

Nicolas Chaput is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at LPL Financial and Silver Oak Securities Inc. His current role is based in Granger, Indiana. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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