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 with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Key Investment Services in various roles since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and performing due diligence through its Product Due Diligence Committee.

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.

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®-credentialed financial advisor with five years of industry experience. He currently works at Ameritas Advisory Services, LLC and has previously held roles at firms including Ameriprise Financial, Harbour Investments, Inc., and United Federal Credit Union. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Jonathan Cisna is a CFP® professional at D.A. Davidson & Co. with five years of industry experience. He previously worked at KeyBank and 1st Source Corporation Investment Advisors, Inc. before joining his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm 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, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Ashok Sanghavi is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2023. His prior experience includes ten years at Retirement Income Management and ongoing work with Penn Mutual Life Insurance Company since 2011. Outside of his advisory roles, he is involved as an insurance agent with Global Financial Group, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm offers a combination of advisory and broker-dealer services, supporting clients with tailored investment strategies and a broad range of financial planning and retirement consulting solutions.

Shane Martens is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He previously worked at KeyBank for 12 years before joining D.A. Davidson in 2026. He holds the Series 66 and Series 63 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

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 with \u0026PARTNERS, holding Series 63 and Series 65 licenses and offering 24 years of industry experience. His prior roles include eight years at Wells Fargo Advisors and related affiliates. He is also a 50% owner of an LLC that owns a building with a restaurant and apartment in South Bend, Indiana. \u0026PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning services through a blend of proprietary and third-party strategies.

Nathan Rock is a Series 66-registered advisor with The Huntington Investment Company based in Niles, MI, and has eight years of industry experience. His prior work includes positions at Ameriprise Financial Services, Principal Securities Incorporated, and Northwestern Mutual. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank offerings, using multiple wrap-fee programs on the Envestnet MAS platform.

David Deahl is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2025. Outside of his advisory role, he assists his son with financial activities under a power of attorney arrangement. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative approaches, with options for discretionary or non-discretionary management through both in-house advisors and third-party managers.

Kevin Grunawalt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has held roles at multiple firms including Verso Insurance Partners, Canvas Tax Services, and 20/20 Capital Management. Outside of his advisory work, Grunawalt is involved in marketing and operations through his leadership roles at Verso Financial, Canvas Financial, Verso Enterprises, Inc., and Canvas Tax Services, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and employs investment committees and third-party partners to support portfolio construction and monitoring.

Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill Lynch, and Scottrade. Medlin is based in Elkhart, Indiana. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed and third-party managed strategies.

Michael Griggs is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Guidance Investment Advisors, LLC and Mutual Securities. Outside of advising, he is involved in the sales and servicing of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Billie Treber is a financial advisor with LPL Financial in South Bend, Indiana, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, Treber worked at Edward Jones from 2018 to 2022 and was involved with the Boys & Girls Club of Marshall County for 18 years. Outside of advising, Treber is engaged in financial institution duties at 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Nathan Piwowar is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Baird Private Wealth Management since 2024. His prior experience includes roles at LPL Financial LLC, 1st Source Bank, Edward Jones, Allied Industrial Group, Inc., and Knollwood Country Club. The DDK Group, within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Mirnes Tursunovic is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisor Networks, Merrill, Scottrade, and Chase Bank. He also has a current affiliation with Notre Dame Federal Credit Union. 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 model portfolios, third-party subadvisors, and customized strategies.

Leo Priemer is a CFP® professional with 19 years of experience in financial advising, currently serving clients at Edward Jones since 2007. Based in South Bend, IN, he holds Series 63 and Series 66 licenses alongside his certification. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large nationwide network of advisors and branch offices.