Eugene Flock Jr. is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and E. J. Flock & Associates. He is also the owner of Generations Wealth Advisors, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities as well as its multi-advisor platform serving a broad client base.

Istrael Diego is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles 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, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael O’hearn is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to his current role since 2023, he has held various positions within Bankers Life entities beginning in 2017. Outside of advisory work, he recruits and trains insurance agents and is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerance.

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. Based in South Bend, IN, she joined &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party strategies.

Ryan Murphy is a financial advisor at PNC Wealth Management in Granger, IN, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties. This program operates as an invitation-only employee pilot with discretionary portfolio management and annual rebalancing.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at KeyBank N.A., TIAA-CREF, LPL Financial, Planmember Securities Corporation, and MSI Financial Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model for portfolio implementation and emphasizes non-discretionary management with integrated services from KeyCorp affiliates.

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 Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, bringing seven years of industry experience. He previously spent 18 years with Ameriprise Financial Services, Inc. Outside of his advisory work, Basham is involved with Canvas Tax Services, LLC, assisting with employee recruitment and client referrals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of portfolio management strategies that include firm-developed and third-party models, mutual funds, ETFs, and individual securities.

Cynthia Switalski is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at KeyBank and KeyBanc Capital Markets Inc. She is based in Mishawaka, Indiana. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Michael Nichols is a financial advisor at Independent Financial Partners with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. for over two decades. In addition to his advisory role, Nichols owns Generations Wealth Advisors, which focuses on tax preparation and financial planning. 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 that serves a diverse client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Courtenay Lavigne is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she is involved in marketing for Something from Nothing LLC, a business that developed a step attachment for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

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.

Matthew Huber is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Key Investment Services in various capacities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model combining discretionary implementation and strategist portfolios, with integration of KeyCorp affiliates providing additional investment and advisory capabilities.

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 work includes roles at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers both individualized advisor strategies and centralized asset management, with a notable focus on retirement-plan advisory and pension consulting services.

Grant Hageman is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with Ameritas Advisory Services, LLC and previously held roles at Harbour Investments, Inc, Family Focused Financial, Ameriprise Financial, Farm Bureau Insurance, and United Federal Credit Union. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and utilizes multiple program platforms and third-party managers.

Joshua Crouch is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He has worked at Fifth Third Securities since 2019, previously spending two years at Edward Jones and three years at Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Jonathan Cisna is a CFP® professional with five years of industry experience, currently advising clients at D.A. Davidson & Co. He previously worked at KeyBank and 1st Source Corporation Investment Advisors, Inc. Jonathan holds Series 65 and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and wealth management for high-net-worth clients.

Shane Martens is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank, PNC Wealth Management, Uvest Financial Services Group, Natcity Investments, and Equitable Advisors. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base that includes employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Edward Jordanich is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is a 50% owner of an LLC that owns a building in South Bend, Indiana, which includes a restaurant and an apartment, though he has no operating responsibilities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of fundamental, technical, and quantitative strategies with both proprietary and third-party managers.