Jonathan Cisna is a CFP® professional with five years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at KeyBank and 1st Source Corporation Investment Advisors, Inc. Cisna holds the Series 65 and Series 66 credentials. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management for high-net-worth individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Ashok Sanghavi is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2023. He previously worked at Retirement Income Management for 10 years and has been associated with Penn Mutual Life Insurance Company since 2011. Outside of his advisory role, Sanghavi is active as an insurance agent with Global Financial Group, focusing on insurance sales and service including Penn Mutual Life products. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Shane Martens is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at KeyBank for 12 years before joining his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including 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, and it operates under the Advisers Act fiduciary standard.

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 who holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of his advisory role, he is a 50% owner of an LLC that owns a building with a restaurant and an upstairs apartment in South Bend, Indiana, though he has no operating responsibilities there. \u0026PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, providing discretionary and non-discretionary portfolio management through a mix of proprietary models and third-party managers, and engages in various revenue sources uncommon among peers.

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 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory work, he assists his son with financial activities under a power of attorney arrangement. \u0026PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and sovereign wealth funds. The firm offers investment advisory and brokerage services utilizing the Envestnet platform, employing a combination of proprietary models and third-party managers with fundamental, technical, and quantitative analysis.

Kevin Grunawalt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, as well as leadership positions in several related entities such as Verso Financial and Canvas Tax Services, where he serves as president and is involved in marketing and operations. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies across discretionary and non-discretionary accounts.

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.

Jeannetta Robinson is a financial advisor at &PARTNERS with 10 years of industry experience. She holds the Series 66 designation and has worked formerly at Wells Fargo Advisors, LLC and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform, and engages in various roles including municipal advising and investment banking.

Billie Treber is a financial advisor with LPL Financial in South Bend, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial and 1st Source Bank in 2022, Treber worked at Edward Jones from 2018 to 2022. Treber also spent 18 years with the Boys & Girls Club of Marshall County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various technology-driven investment strategies.

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 with LPL Financial in South Bend, IN, holding Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Merrill, Scottrade Inc, Chase Bank, and Notre Dame Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Jennifer Keck is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. She has worked at Osaic since 2018 and previously spent 13 years with Signator and John Hancock. Keck is president of Redbud Financial Solutions, an accounting firm, and is involved in insurance brokerage as well as sales and marketing of securities and investment advisory products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Michael Morgan is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where he has worked since 2018. He has seven years of industry experience and previously spent 18 years at JVCKenwood USA. Outside of his advisory role, Morgan manages RIM LLC, a marketing business focused on race team sponsorships. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard while maintaining a large retail advisor and branch network.

Keith Neuenschwander is a financial advisor with Edward Jones in Goshen, IN, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he teaches a personal finance class at Ivy Tech Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Borlik is a financial advisor at Edward Jones in North Liberty, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Borlik serves as a school board member for John Glenn School Corporation in Walkerton, IN, focusing on fiscal and policy governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Hummel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual, Key Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.