Thomas Varga Jr. is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes 21 years at Cadaret, Grant & Co., Inc., and he has operated Financial Associates, a tax preparation and accounting business, since 1986. 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. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Patrick Spence is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. He previously worked at 1st Source Bank from 2014 to 2017 before joining Edward Jones. Outside of advising, he is involved in farming and youth sports, serving as president and coach for a travel baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Daniel Sexton is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held roles at Cetera Wealth Services, Shoemaker Financial Fixed Insurance, and Healy Financial, with additional experience in academic and public sector positions. Sexton is also involved in insurance sales and back-office financial support through his other business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

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.

Patrick Reighter is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016 in South Bend, Indiana. 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 investment solutions. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jonathan Kintner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in South Bend, IN since 2019. His prior work includes roles at RSM US LLP and Korhorn Financial Group. Outside of his advisory work, he occasionally works as a hunting guide at Willow Lake Sportsman’s Club in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Joseph Weller is a financial advisor with LPL Enterprise in South Bend, IN, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northwestern Mutual Investment Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Jon Dudkowski is a financial advisor with LPL Financial based in South Bend, IN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he worked at Notre Dame FCU and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by both discretionary and non-discretionary management options.

Steven Mcclatchey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and Wells Fargo Advisors. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research and technology solutions.

Christopher Varga is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with LPL Financial since 2019, previously affiliated with Cadaret, Grant & Co., Inc. and Financial Associates. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

Steven Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2015 and also owns Complete Financial Solutions Inc. Carlock is president of the nonprofit Bethlehem Revisited Michiana, which he founded in 2020, and serves as an agent for Ash Brokerage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes advisory relationships supported by extensive research and an affiliate network.

William Bollinger is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks. In addition to his advisory role, Bollinger is involved with Karing Hearts Senior In-Home Care as a bookkeeper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Fletcher Preuss Jr. is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Co., and he currently owns several businesses including a nonprofit and an accounting firm. He also serves as an elected board member of Trinity Academy in South Bend, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Ryan Hale is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 66 designations and over 22 years of industry experience. He previously worked at Edward Jones for 10 years before joining LPL Financial in 2022. Hale has a non-investment-related home-based loan business outside of his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and various investment strategies.

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.