David Deahl is a financial advisor at &PARTNERS with 26 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He holds Series 63 and Series 65 designations. Outside of his advisory role, he assists his son with financial activities through a power of attorney arrangement. &PARTNERS serves a diverse client base that includes individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a range of proprietary and third-party strategies supported by ongoing monitoring and account reviews.

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.

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.

John Seculoff is a Series 66-licensed financial advisor with Edward Jones, based in Dowagiac, Michigan, where he has worked since 2016. He has 14 years of industry experience. Outside of his advisory role, Seculoff is involved in his community as an assistant high school soccer coach, serves on multiple nonprofit boards including the Cass County Council on Aging and Beckwith Theatre, and holds leadership positions with the Rotary Club and Lee Memorial Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates an extensive national network of financial advisors and branch offices and offers both discretionary and non-discretionary managed solutions under a fiduciary standard.

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.

Ryan Hummel is a financial advisor with J.P. Morgan Securities in Mishawaka, IN, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Northwestern Mutual, Key Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

Kimberly Warner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Kim Mac Gregor is a financial advisor with Edward Jones in Dowagiac, MI, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2010. Mac Gregor is a founding board member of 100+ Women Who Care in Dowagiac, MI, an organization that directs charitable donations within the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains an extensive network of financial advisors and branch offices across the country.

Anthony Mudd is a financial advisor with Osaic Wealth, Inc. in Mishawaka, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Signator/John Hancock from 2005 to 2018 before joining Osaic Wealth. Outside of his advisory role, he serves as president of an insurance brokerage providing fixed insurance products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolio construction using asset-allocation tools and supports a variety of third-party managed account solutions.

Mark Blubaugh is a financial advisor with LPL Financial based in Mishawaka, Indiana. He holds a Series 63 designation and has 44 years of industry experience, including over 30 years at Linsco/Private Ledger Corp. Outside of his advisory role, he is an independent insurance agent with First Federal Financial Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Housand is a financial advisor at Robert Baird & Co. with Series 66 credentials and one year of industry experience. He previously worked at The Horton Group for 13 years. Outside of his advisory role, he coaches at Elkhart High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

John Niswonger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he rents out his personal residence for local weekend events through platforms like Airbnb and Rent Like A Champion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting backed by a range of portfolio management styles and affiliated research resources.

Bret Forsyth is a financial advisor with Edward Jones in Mishawaka, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Forsyth maintains a condominium rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Diana Ruiz is a financial advisor with OSAIC in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and bringing six years of industry experience. In addition to her advisory role since 2020, she has worked as a senior hairstylist at Salon Rouge Inc. since 2011, specializing in bridal hair and marketing her services through social media. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations by providing brokerage and advisory services, financial planning, and access to third-party managed accounts. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios consisting of a range of investment products on both discretionary and non-discretionary bases.

Tessa Troyer is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Howard Bailey Financial and several school districts in Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by extensive research and sub-adviser resources.