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.

Adam Christoffersen is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to his career in financial advising, he worked in the recreational vehicle industry with Winnebago of Indiana, LLC and Winnebago Industries for a combined 13 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Bradley Schrock is a financial advisor with Edward Jones in Goshen, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Lippert Components for five years and Lexington LLC for six years. He serves as president of the Northern Indiana chapter of Business Networking International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Michael Witous is a financial advisor at Stifel with 38 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Oppenheimer & Co from 2010 to 2017. Outside of his advisory work, he serves as a board member and trustee for the Studebaker National Museum in South Bend, Indiana. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning, providing clients with guidance to inform their investment decisions.

Faiz Khoja is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Khoja volunteers as a Technical Steward performing technical inspections for motor racing events with the SCCA South Bend Region. Stifel serves a broad 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, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Ryan Hale is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 66 designations and over 22 years of industry experience. He previously worked at Edward Jones for 10 years before joining LPL Financial in 2022. Hale has a non-investment-related home-based loan business outside of his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and various investment strategies.

Taylor Fervida is a financial advisor with OSAIC, holding a Series 66 designation and over 11 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and has maintained roles in insurance and investment advisory through Fervida Financial Strategies LLC since 2012. Outside of his financial career, he owns Narrow Road Adventures, a sole proprietorship focused on creating travel-related content and product recommendations via YouTube and social media. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment platforms and third-party solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and investment restrictions.

Edward Pilarski is a financial advisor with Ameriprise in Niles, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 40 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, 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 delivered by a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Richard Mock is a financial advisor at Pennfield Capital Corp with 23 years of industry experience. He holds a Series 63 designation and has been with Pennfield Capital Corp since 1990. Pennfield Capital Corp is a small firm with two advisors, providing supported firm services.