Clifton Hawkins is a financial advisor with Hilltop Wealth & Tax Solutions in Mishawaka, IN, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments, MML Investors Services, Mass Mutual Life Insurance Company, NYLife Securities LLC, and New York Life. Hilltop Wealth & Tax Solutions serves a broad client base, including individuals, trusts, corporations, and retirement plans, providing integrated financial planning, tax planning, and discretionary portfolio management tailored to clients' objectives and risk tolerance. The firm combines advisory services with tax, bookkeeping, and renewable-energy tax credit solutions.

Tyler Mccullough is a financial advisor with W&S Advisory Services, LLC in Mishawaka, IN, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at W&S Brokerage and Western and Southern Life since 2021. Outside of advising, he is a partner in Plastics Reimagined LLC, a company involved with a pending patent. W&S Advisory Services serves parents and other custodians through a digital-first UGMA wrap-fee program via Fabric’s platform and offers standalone comprehensive financial planning through Western & Southern Life agents. The firm provides non-discretionary, automated model portfolios overseen by Fort Washington Investment Advisors and emphasizes a platform-driven approach with fixed fees rather than percentage-of-AUM billing.

Erik Brenner is a CFP® with 31 years of industry experience, currently serving at Hilltop Wealth & Tax Solutions. He has worked previously with Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Brenner is involved in several nonprofit boards, including the Beacon Health Foundation and Clay Church Finance Committee, and is a published author of *The Personal CFO Revolution*. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, discretionary portfolio management, and tax services. The firm combines advisory and tax capabilities, incorporating tax and estate considerations into customized investment strategies.

Joseph Gastaldi is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Greenleaf Advisors LLC, Securities America Inc., and Joseph Gastaldi Insurance. In addition to his advisory work, he is licensed to provide life, health, disability, and long-term care insurance. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and employs a customized investment approach integrating proprietary strategies and third-party managers.

Ashleigh Riewe is a financial advisor at Hilltop Wealth & Tax Solutions with a Series 65 designation and one year of industry experience. She previously worked for Liberty Mutual Insurance for six years before joining Hilltop Wealth Solutions, where she has been since 2018. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Andrew Lynch is a financial advisor at Walter Keenan Wealth Management in South Bend, IN, with nine years of industry experience. He holds the CFP® designation and Series 65 license. Lynch previously worked at RSM US Wealth Management LLC for eight years before joining his current firm. Walter Keenan Wealth Management serves primarily high net worth individuals and family groups, offering personalized investment advisory services along with foundation support such as grant review and administration. The firm emphasizes fundamental analysis and individualized portfolio construction, with a focus on dividend growth and value-oriented equities.

James Sawdon is a CFP® with seven years of industry experience, currently serving as an advisor at Walter & Keenan Wealth Management. His prior roles include positions at Walter & Keenan Financial Consulting Company and Oliver Estate, Inc. Walter & Keenan Wealth Management primarily serves high net worth individuals and family groups, offering personalized investment advisory services and portfolio management for various account types. The firm emphasizes fundamental analysis and individualized portfolio construction, with a focus on dividend growth and value-oriented equities, and maintains an active practice serving foundations and endowments.

Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.

James Keenan is a financial advisor at Walter & Keenan Wealth Management with 26 years of industry experience. He previously worked at Walter & Keenan Financial Consulting Company for 36 years before joining the current firm in 2021. Mr. Keenan serves on the University of Notre Dame’s Graduate Studies and Research Advisory Council, where he advises on strategic priorities for the graduate school and research enterprise. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and several endowments and private foundations. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also incorporating alternatives for clients with longer time horizons and higher risk tolerance.

Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.

Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Joseph Catanzarite is a CFP® with 22 years of industry experience. He has been with Harbour Investments, Inc. since 2012 and previously worked at Lincoln Investment and Capital Analysts Inc. He also operates an independent insurance agency focused on equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing varied investment approaches tailored by individual advisers and approved third-party managers.

Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Benjamin Chambers is a CFP® with seven years of experience, currently affiliated with Korhorn Financial Group. He has worked at KFG Wealth Management LLC and Korhorn Financial Group Inc since 2019. Prior to his advisory career, Chambers worked at Kabelin Ace Hardware and Spring Arbor University. In addition to his advisory role, he also prepares tax returns during the tax season. Korhorn Financial Group provides discretionary investment management and financial planning to individuals—including high-net-worth clients—as well as retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, while offering client access to planning platforms and ongoing monitoring.

Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.

Joshua Fritzke is a CFP® certificant with five years of industry experience, currently serving as an advisor at Korhorn Financial Group. His prior experience includes roles at Silver Oak Securities and KFG Wealth Management LLC. In addition to his advisory duties, he works as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm uses model-based portfolio management with mutual funds, ETFs, and select strategies, and offers client access to the eMoney planning platform along with ongoing portfolio monitoring and rebalancing.