Tyler Glynn is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has spent his entire career with Edward Jones and its predecessor firm, Edward D. Jones & Co., L.P., since 1995. Outside of advising, he is involved as an investor and member in several business ventures, including manufacturing bulletproof doors and commercial real estate holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an array of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is distinguished by its extensive nationwide network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Candy Raven is a financial advisor with Merrill in South Bend, Indiana, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds an Indiana real estate broker’s license in referral status with Berkshire Hathaway Home Services Northern Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mary Vegh is a financial advisor with LPL Financial in South Bend, Indiana, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years and Wells Fargo Clearing for one year. Vegh operates Vegh Wealth Management as a separate business activity. 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 third-party asset management, supported by a large network of investment adviser representatives.

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.

Brandon Muma is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He works as part of a team to develop personalized plans for clients' investment strategies and retirement goals. Prior to this role, Brandon held various positions at Fidelity Investments, including Investment Solutions Representative III, II, and I from 2023 to 2025, High Net Worth Service Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. Brandon holds an Arkansas Insurance License, which supports his work in financial planning and investment consultation. Outside of his professional responsibilities, he enjoys activities such as boating, cars, fishing, lake, and swimming.

George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Lacee Moore is a financial advisor at Edward Jones with Series 66 credentials and seven years of industry experience, including a 13-year tenure at Bosco Family Motors prior to joining Edward Jones. She is based in New Carlisle, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Drew Mikel is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, he worked at 1st Source Bank and has experience in other fields including funeral home services and education. Outside of his advisory role, he is involved with a funeral home and an event center, both as outside employment. 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 that include financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and operational tools.

Lucca De Oliveira Almeida is a financial advisor with Fidelity in South Bend, IN, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Lucca worked briefly at 1st Source Bank and has held various roles outside of finance, including positions in retail and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies and its roles in fund advisory and model portfolio delivery.

Kimberly Thibodeau is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Robin Vance is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a notary public at his branch location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and investment options supported by a large nationwide network of financial advisors and branch offices.

Matt Gerard is a Financial Consultant currently working at Fidelity Investments since 2021. He has held the role of Financial Consultant at Fidelity Investments since 2024 and previously held the same title at TD Ameritrade from 2016 to 2021. His prior experience includes positions as Branch Manager at Fifth Third Bank from 2014 to 2015, Financial Advisor at JP Morgan Chase from 2012 to 2014, and Financial Advisor at 1st Source Advisors from 2008 to 2012. With over 15 years in the financial industry, Matt focuses on providing customized services and suggestions to help clients work towards their financial goals. He assists clients in creating and routinely updating solid financial plans and developing investment strategies aligned with their objectives. He is committed to maintaining contact with clients to adjust strategies as their financial needs evolve. Outside of his professional work, Matt has interests in baseball, football, golf, motorcycles, and traveling.

Brad Woods is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has been with Cambridge since 2017 and previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and CUSO Financial Services. Outside of his advisory role, Woods serves as president of Woods Financial Services LLC, where he operates as an independent insurance agent. 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 advisory services through a broad network of independent professionals and employs a variety of investment strategies and platform arrangements tailored to client objectives.

Steven Forehan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Investment Consultant, and Financial Consultant before his current position commencing in 2023. Steven's professional approach centers on building lasting partnerships by understanding each client's goals and values. He emphasizes collaboration and education, aiming to develop tailored financial strategies that adapt to clients' changing circumstances. His role at Fidelity provides him access to resources that support various investor styles. Outside of his professional responsibilities, Steven has interests in football, golf, outdoor adventures, traveling, and volunteering.

Colton Dennis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Fidelity Investments, Ball State University, Zolman Tire and Auto Care, and Penn Harris Madison. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides formal advisory services to multiple registered investment companies.

Rebecca Brown is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation and Series 66 license. Brown has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies with a fiduciary standard of care.

Melissa Eikens is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of her advisory role, she is involved in business ownership through Pi Charts, LLC, which manages office real estate. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and algorithmic tools.

Sarah Brown is a CFP® and Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as president of the Timber Ridge Homeowners Association in La Porte, IN, and manages a camper rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.