Marshall Kelley Jr. is a financial advisor with Primerica Advisors in Elkhart, IN, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, spanning over two decades. Outside of his advisory work, he is a certified signing agent and a notary public in Indiana, and he has also worked as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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.

Rick Lengacher is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years at Concourse Financial Group Securities Inc. Lengacher also serves as Branch Compliance Manager at Everence Trust Company, providing insurance, investment, and charitable planning services. Outside of his advisory work, he coordinates Sunday School education programs and scholarship administration for Pleasant View Church in Goshen, Indiana. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options and affiliations.

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.

Scott Hartman is a financial advisor with LPL Financial in Elkhart, IN, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Cetera and Lake City Bank. Hartman is also involved with Hartman Johnston Capital Inc, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Patrick Reighter is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016 in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jonathan Kintner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in South Bend, IN since 2019. His prior work includes roles at RSM US LLP and Korhorn Financial Group. Outside of his advisory work, he occasionally works as a hunting guide at Willow Lake Sportsman’s Club in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Joseph Weller is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for three years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Toeanzar Norment is a financial advisor with Morgan Stanley in Mishawaka, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing and WELLS FARGO Advisors from 2012 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Jeremiah Hill is a financial advisor with Robert Baird & Co. in Mishawaka, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert Baird & Co. since 2003. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized financial planning, portfolio management, and brokerage services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Jon Dudkowski is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Notre Dame FCU, Regions Bank, and Ball State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Cory Marlow is a financial advisor with LPL Financial in Elkhart, Indiana, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc., Windor Insurance, and Cetera Wealth Services, LLC. He also serves as Porter Township Supervisor and was involved in the ownership of Bacon Hill Kitchen and Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and a variety of strategic and tactical investment approaches.

Steven Mcclatchey is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, KeyBank, and Key Investment Services. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools and the South Bend Recreational League. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Heidi Green is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. She has been with Cetera Investment Advisers LLC since 2025 and has prior experience at Lake City Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Leslie Navarre is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Navarre holds Series 63 and Series 65 licenses and is based in Elkhart, Indiana. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Christopher Varga is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cadaret, Grant & Co., Inc. from 2012 to 2019. Outside his advisory role, he is involved with Financial Associates, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning for operational purposes.