Drew Mikel is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held roles at 1st Source Bank and Brown Funeral Home & Cremation Services. Outside of advising, he is involved with the Blue Heron at Blackthorn Event Center in South Bend, IN. 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 and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Terry Clark is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, Clark serves as a council member of the Suicide Prevention Council of St. Joseph County, where he provides financial guidance and assists with financial reporting. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

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 CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2004. She has 22 years of experience in the financial industry and is based in Niles, MI. 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 provides a range of investment strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

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.

Samantha Fife is a financial advisor with LPL Financial and holds the Series 66 designation. She has two years of industry experience and previously worked at 1st Source Bank for nine years, where she served as an assistant branch manager and licensed personal banker. She also has prior experience at Fifth Third Bank and Woodforest National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Robert Dhoore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Timothy Bauman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles from Planning Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Relationship Advisor at Wells Fargo Advisors from 2019 to 2020. Timothy's professional focus involves collaborating with clients to develop, implement, and monitor comprehensive financial plans tailored to their goals and aspirations. He emphasizes creating an environment where clients feel comfortable and empowered to discuss their financial objectives, aiming to support their financial success both now and for future generations. Outside of his professional work, Timothy has interests in baseball, cooking and baking, football, golf, and parenthood.

Pablo Rodriguez is a financial advisor with Raymond James & Associates in South Bend, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 19 years before joining Raymond James in 2024. Outside of his advisory role, Rodriguez owns and operates Coerver Coaching Indiana, where he supervises and coaches soccer summer camps and clinics, and serves as president of the Northern Indiana Futbol Club, leading a summer semi-pro soccer team. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and institutional consulting.

Erin Milnikel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has prior work history at Amazon and Farmasi. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Ruthrauff is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has contributed over 30 years of experience supporting accomplished families. His work focuses on simplifying and coordinating complex financial lives, helping clients make informed decisions during key opportunities and transitions, and ensuring that wealth management supports both long-term goals and current lifestyles. Through Kahn, Ruthrauff & Associates, he collaborates with a dedicated team and works alongside CPAs, attorneys, and other advisors to provide integrated and thorough planning. Mr. Ruthrauff specializes in areas including college education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Indiana Wesleyan University and a Master's Degree from the University of Florida. He is a member of the Economic Club of Michiana and has completed additional coursework at Yale University related to asset allocation, ethics, and investment management. Outside of his professional activities, James resides in Granger with his wife Jeannie. He is involved in the South Bend community, participating in cultural arts and supporting local charitable organizations such as Habitat for Humanity. His personal interests include biking, boating, skiing, tournament waterskiing, cycling, golf, CrossFit, and playing guitar.

Douglas Purucker is a Series 66 licensed financial advisor with STIFEL in South Bend, IN, and has four years of industry experience. Prior to joining STIFEL in 2021, he worked in various roles at Belle Tire, Lowe's, and Uber. STIFEL serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Amanda Bontrager is a financial advisor at Edward Jones in South Bend, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she spent ten years at The Stanley Clark School. Outside of her advisory role, she teaches yoga classes at the Cassopolis Fitness Center. 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 investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Alicia Roennow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at LPL Financial and 1st Source Bank since 2018 and previously was with Securian Financial Services, Inc. and Healy Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.