Chris Lutz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans. He works alongside a team of financial professionals to help clients achieve their financial goals by taking a holistic approach to financial planning. Chris has professional experience as a Financial Advisor, having worked at PNC Investments from 2020 to 2023 and at LPL Financial - Northwest Bank from 2017 to 2020. His career reflects a commitment to providing financial advisory services over several years. Outside of his professional role, Chris has personal interests including concerts, football, golf, music, and outdoor adventures.

Joseph Weller is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for three years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Steven Mcclatchey is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, KeyBank, and Key Investment Services. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools and the South Bend Recreational League. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

William Bollinger is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Notre Dame Federal Credit Union since 2004 and was previously associated with Cetera Advisor Networks. Outside of his advisory role, he is involved as a bookkeeper for a senior in-home care business. 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 portfolios, access to third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Ryan is a financial advisor with Ameriprise in South Bend, IN. He holds the Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in professional sports organizations and athletic development, and he is a co-owner of South Bend Social Catering, a local catering service. He also provides lessons and program design for an athletic development facility outside of trading hours. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gentiel Buysse is a financial advisor with Edward Jones in South Bend, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ferguson Enterprises for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justin Stevens is a financial advisor with Edward Jones in La Porte, Indiana. He holds the Series 66 designation and has one year of industry experience, including prior roles with Michigan City Municipal Golf Course and Michigan City Area Schools. Outside of his advisory work, Stevens owns and operates Jus' Golf Learning Lab, a golf instruction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Michael Witous is a financial advisor at Stifel with 38 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Oppenheimer & Co from 2010 to 2017. Outside of his advisory work, he serves as a board member and trustee for the Studebaker National Museum in South Bend, Indiana. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning, providing clients with guidance to inform their investment decisions.

Richard Mock is a financial advisor at Pennfield Capital Corp with 23 years of industry experience. He holds a Series 63 designation and has been with Pennfield Capital Corp since 1990. Pennfield Capital Corp is a small firm with two advisors, providing supported firm services.

Jeffrey Scott is a financial advisor with Pennfield Capital Corp in South Bend, IN. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Pennfield Capital Corporation in 2017, he worked at Rational Systems LLC for ten years. He is also a board member and partial owner of Buffalo Bayou Brewing Company, a brewery based in Houston, TX. Pennfield Capital Corp is a supported firm with two advisors.