Julie Burrows is a financial advisor at William Blair with 13 years of industry experience. She has been with William Blair since 2015 and also founded Orangemosaic LLC in 2002, where she writes marketing communications on various topics outside of investment. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Marvin Hardiman is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third-party strategists.

Karen Bauman is a financial advisor at &PARTNERS with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory work, Bauman is involved with Central Indiana Scent Work, serving as secretary and on the show committee to organize K-9 scentwork trials, as well as performing scoreroom duties for NACSW dog trials. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Eugene Flock Jr. is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 34 years of industry experience. He has worked at Securities America Advisors, Inc. and E. J. Flock & Associates, and is the owner of Generations Wealth Advisors. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Istrael Diego is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a combination of point-in-time financial plans and optional managed account solutions.

Michael O'Hearn is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2017. Outside of advisory services, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving primarily mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages portfolios across multiple asset classes.

Roberta Kealy is a financial advisor at &PARTNERS with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Raymond James & Associates. Kealy is based in South Bend, IN. &PARTNERS serves a diverse range of clients, including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, consulting, and investment banking, using a combination of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Ryan Murphy is a financial advisor with PNC Wealth Management in Granger, IN, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party managed mutual funds and ETFs.

Megan Sloma is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera, Securian Financial Services, and Fifth Third Bank. Outside of her advisory work, she serves as vice president on the LaSalle Academy school board in South Bend, IN. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Bryan Focht is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. His prior work includes roles at Guidance Tax and Accounting, LLC and Guidance Investment Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joshua Kestle is a financial advisor with Hightower Advisors in Mishawaka, IN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Investment Services, Wells Fargo Clearing Services, Ettain, and Discover Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

John Basham is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eighteen years before joining Ameritas. Outside of advising, he is involved with Canvas Tax Services, LLC, where he helps recruit employee talent and refer client relationships. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs that include model portfolios, third-party subadvisers, and integration with Ameritas affiliates.

Cynthia Switalski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and with 29 years of industry experience. Her career includes multiple roles at KeyBank and Key Investment Services dating back to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts, among other offerings. The firm emphasizes client direction in investment selection and provides oversight through due diligence and monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael Nichols is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 26 years of industry experience. He previously worked for Securities America Advisors, Inc. from 2002 to 2024. Nichols is also the owner of Generations Wealth Advisors, where he provides tax preparation and financial planning services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory capabilities.

Timothy Leman is a financial advisor with Commonwealth Financial Network based in South Bend, Indiana. He holds a Series 65 designation and has 18 years of industry experience. He has worked at Gibson Insurance Group since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services alongside operational, trading, technology, compliance, and practice-management support.

Teresa Covey is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank and its affiliated firms since 2015. She is based in Elkhart, Indiana. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a range of discretionary managed-account options and integrated portfolio management solutions.

Matthew Huber is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Collin Walker is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners provides investment advisory, financial planning, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized model allowing individual advisors to set investment strategies while supporting formal retirement-plan advisory and pension consulting services.

Maureen Teunissen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Guidance Investment Advisors and Everence Trust Company. Outside of her advisory work, she is associated with bookkeeping activities through a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Grant Hageman is a CFP® and holds a Series 66 designation, currently with Ameritas Advisory Services, LLC. He has five years of industry experience and previously worked at firms including Ameriprise Financial, Harbour Investments, Inc., and United Federal Credit Union. Hageman is based in Mishawaka, IN. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, including model portfolios and third-party subadvisers, and integrates services across Ameritas affiliates.