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 at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management and related entities from 2008 to 2020. Outside of advising, he is involved in solar sales through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1992 and has also worked with Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Lane is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Chase Bank, and Infinex/Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Brian Van Duyn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and 1st Source Bank since 2015. 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, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Jared Sharkey is a Financial Advisor at Merrill Lynch Wealth Management, where he provides clients with personalized financial guidance. He focuses on areas such as family wealth management strategies, legacy planning, retirement income, and portfolio management services. Jared joined Merrill in August 2022 and brings five years of prior industry experience to the firm. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Certified Plan Fiduciary Advisor® (CPFA), in addition to being fully licensed and registered with FINRA Series 7, Series 65, and Series 66. He also holds a Life Insurance license and a bachelor's degree from Indiana University. At Merrill, Jared works closely with individuals, families, employers, and retirement plan sponsors to navigate important financial decisions and develop tailored wealth management and retirement strategies. His professional philosophy is centered on understanding what matters most to clients and creating strategies to help them pursue their financial goals. Outside of his professional role, Jared enjoys spending time with his wife, Catherine, and their children. He is an active athlete and has won the National Championship in water skiing three times in the trick skiing event. Additionally, Jared enjoys traveling, spending time with his family, and engaging in sports such as basketball, boating, and golfing.

Beverly Ainsley is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63, 65, and 66 designations and 21 years of industry experience. She previously worked at Raymond James & Associates for 10 years and was retired from 2020 to 2024 before joining LPL and Notre Dame Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Amanda Myers is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at several financial institutions including 1st Source Bank and The Huntington National Bank. In addition to her advisory role, Myers serves as an adjunct instructor at Indiana Tech. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025, with prior roles at several firms including Trips Platform, Inc. and Pangea USA, LLC. Taylor volunteers as a member of the investment committee at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Cotton is a CFP® with 16 years of industry experience, currently serving clients at LPL Financial in South Bend, IN. His career includes prior roles at Wells Fargo Advisors and 1st Source Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jose Ontiveros is a financial advisor at Edward Jones in Niles, MI, holding the CFP® designation and a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at United Federal Credit Union and Honor Credit Union. He serves as Finance Chair for Life Plan, where he updates board and finance reports and monitors banking information. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

William Strafford is a financial advisor with LPL Financial in South Bend, IN, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at LPL Financial and over 20 years with 1st Source Bank. He is Senior Vice President of 1st Source Bank Wealth Advisory Services and serves as president and board member of 1st Source Insurance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Rachel Rose is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and previously held positions at Manpower and Diamond Resorts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.