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.

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 in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at 1st Source Bank, Securian Financial Services, Inc., and Healy Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Sunu Thomas is a financial advisor at Edward Jones in South Bend, IN, with 12 years of industry experience. He holds a Series 66 designation and 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 range of advisory services and investment strategies and manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Shawn Stevens is a CFP®-certified financial advisor with Edward Jones in South Bend, IN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Stevens is registered as an agent for a real estate business, Stevens Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Jess Denger is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2016, progressing through roles including Planning Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Financial Representative. Throughout his career at Fidelity Investments, Eric has focused on creating and maintaining comprehensive financial plans that support clients' financial goals and aspirations. His approach involves fostering a relaxed environment where clients feel comfortable discussing their financial objectives. No additional information about Eric's education, credentials, personal interests, or community involvement has been provided.

Kendall Snider is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Mr. Snider worked at AT&T for seven years. 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 maintaining a large network of financial advisors and branch offices across the country.

Ian Glogovsky is an Investment Consultant at Fidelity Investments, where he collaborates with clients to align their investments with their financial goals. His approach emphasizes helping clients gain clarity and confidence in their financial future through a trusted advisory relationship. Ian's professional experience includes roles at Fratarcangeli Wealth Management, where he progressed from Finance Intern to Associate Relationship Manager and then Registered Relationship Manager between 2021 and 2024. He joined Fidelity Investments as an Investment Consultant in 2024. Outside of his professional work, Ian's interests include baseball, fitness, football, hiking, skiing, and traveling.

Timothy Barlow is a financial advisor with LPL Financial in Buchanan, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is engaged as a solar sales representative at Demeter Land. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Brandon Colley is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of financial professionals focused on understanding clients' needs to develop personalized financial plans aimed at helping them build for the future and transition into retirement. Brandon has been with Fidelity Investments since 2015, progressing through roles including Assistant Branch Leader, Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and financial planning. Outside of his professional responsibilities, Brandon has interests in concerts, music, theater, soccer, table tennis, and exploring culinary experiences.

Barbara Obrochta is a financial advisor with Merrill in South Bend, Indiana, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Van Duyn is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial and 1st Source Bank since 2015. 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 access to third-party asset managers.

Jared Sharkey is a Financial Advisor with Merrill Lynch Wealth Management, holding certifications as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Certified Plan Fiduciary Advisor® (CPFA). He joined Merrill Lynch in August 2022 and brings five years of prior industry experience to his role. Jared holds his FINRA Series 7, Series 65, Series 66 registrations, a Life Insurance license, and a bachelor's degree from Indiana University. Jared works with individuals, families, and employers to provide financial planning services that include family wealth management, legacy planning, retirement income strategies, philanthropic planning, and small business solutions. He focuses on delivering personalized strategies tailored to clients' needs, helping them navigate important financial decisions and pursue long-term goals. Jared is multilingual, speaking English and Spanish. Outside of his professional career, Jared is married to Catherine and together they have a son and a daughter. He enjoys spending time with his family, traveling, and is a competitive water skier, having won three National Championships in the trick skiing event.

Amanda Myers is a Series 66-licensed financial advisor with LPL Financial, based in South Bend, IN, and has eight years of industry experience. She has worked at 1st Source Bank and The Huntington National Bank and has served as an adjunct instructor at Indiana Tech since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by advanced operational and research tools.

Matthew Cotton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial in South Bend, IN. His prior roles include eight years at Wells Fargo Advisors and several positions in banking and credit unions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of advisors with access to model portfolios, third-party asset managers, and various institutional platforms.