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 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.

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® 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.

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.

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 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 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.

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 at Ameritas Advisory Services, LLC with 39 years of industry experience. He holds the Series 63 designation and has worked with several firms, including Carillon Investments, Inc. and 20/20 Capital Management. He is also involved in entrepreneurial activities such as serving as president of Canvas Tax Services, LLC, which provides tax preparation and payroll services. Ameritas Advisory Services, LLC offers 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 model portfolios, mutual funds, ETFs, and individual securities within discretionary and non-discretionary programs, leveraging multiple platforms and third-party technology to provide customized investment solutions.

Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Merrill Lynch, Bank of America, and Scottrade. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional entities, offering a range of investment advisory and brokerage services. The firm provides access to multiple program types and third-party portfolio managers through its Passageway Managed Account Program.

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 previously worked at firms including Merrill and Scottrade Inc. He is also affiliated with Notre Dame Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Leo Priemer is a CFP®-certified financial advisor with Edward Jones, based in South Bend, IN, and has 20 years of industry experience. He has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 financial advisor with Edward Jones in Mishawaka, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 18 years at JVCKenwood USA. Outside of his advisory role, he owns and manages RIM LLC, a marketing business focused on a race team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs, supported by a large nationwide network of advisors and branch offices.