Christin Rose is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Cetera. Her career includes long-term roles at The Healy Group and Securian Financial Services, where she held various positions since 2007. Outside of her advisory work, she volunteers as a trainer and teacher with Junior Achievement and is involved in selling chestnuts from trees she cultivates. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Candy Raven is a financial advisor with Merrill in South Bend, Indiana, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds an Indiana real estate broker’s license in referral status with Berkshire Hathaway Home Services Northern Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Kendzicky is a financial advisor with Robert W. Baird & Co. Incorporated in Mishawaka, Indiana. He holds a Series 66 designation and has 10 years of industry experience, all with Baird. He serves on the Investment Committee of the Studebaker Drivers Club, reviewing investment policy and asset allocation. The DDK Group at Robert W. Baird provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including separately managed accounts and tax-management strategies, supported by internal research and portfolio monitoring.

Mary Vegh is a financial advisor with LPL Financial in South Bend, Indiana, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years and Wells Fargo Clearing for one year. Vegh operates Vegh Wealth Management as a separate business activity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Brandon Muma is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He works as part of a team to develop personalized plans for clients' investment strategies and retirement goals. Prior to this role, Brandon held various positions at Fidelity Investments, including Investment Solutions Representative III, II, and I from 2023 to 2025, High Net Worth Service Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. Brandon holds an Arkansas Insurance License, which supports his work in financial planning and investment consultation. Outside of his professional responsibilities, he enjoys activities such as boating, cars, fishing, lake, and swimming.

Daniel Nussbaum is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Qewes, LLC, Inovateus Solar, LLC, and the South Bend Medical Foundation. Outside of his advisory role, he volunteers as a varsity football coach at St. Joseph High School in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Gerald Madsen is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at LPL Financial and 1st Source Bank from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Liskey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He is the owner of Healy Financial, a financial services business, and has worked with Shoemaker Financial, focusing on fixed insurance sales. Liskey has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Brian Jackson is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Legend Advisory, LLC, and PRUCO Securities, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and multiple investment strategies.

William Dorsch IV is a financial advisor with OSAIC in Mishawaka, IN, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at OSAIC since 2020 and previously held positions at Menards and had a brief period of unemployment. In addition to his role at OSAIC, he is an Investment Advisor Representative at Clarity Financial Partners, where he is involved in the sales and marketing of securities and insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct portfolios across various investment types.

George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brenda Bickel is a financial advisor at Raymond James Financial with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has worked extensively with Hawthorne Group Inc and Raymond James Financial Services, Inc. Additionally, she serves on the finance and investment committee of the YWCA of North Central Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory work through its unique affiliations.

Stephen Miller is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of financial advisors and branch offices.

Justin Blain is a financial advisor with Ameriprise in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and uses algorithmic automation overseen by specialized committees to tailor its retirement planning services.

Braylen Scott is a CFP® with nine years of industry experience and is currently affiliated with LPL Financial. He has worked at LPL Financial since 2018 and previously held positions at JP Morgan Chase Bank and JP Morgan Securities LLC. Scott is also employed by Northwest Bank, a financial institution. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Gryp is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at LPL Financial in South Bend, IN. His prior experience includes roles at Securities America Advisors and the US Army. Gryp is also affiliated with Notre Dame Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lacee Moore is a financial advisor at Edward Jones with Series 66 credentials and seven years of industry experience, including a 13-year tenure at Bosco Family Motors prior to joining Edward Jones. She is based in New Carlisle, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Janelle St Clair is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Samantha Ultreras is a financial advisor at LPL Financial with three years of industry experience. She holds Series 65 and Series 63 designations. Her previous work includes positions at Teachers Credit Union and Shoe Carnival. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment options.

Ryan Howell is a financial advisor with Osaic Wealth, Inc. in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He worked at Signator Investors, Inc. for 11 years before joining Osaic Wealth in 2018. Howell also operates a sole proprietorship as an insurance agent and owns an S-Corp focused on streamlining his business operations. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employs firm-provided portfolio construction tools, and supports multiple third-party managed account solutions.