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 and previously worked at Wells Fargo Advisors, LLC from 1995 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tommy Morelock is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Elkhart, IN. He has nine years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 at LPL Financial with 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is an independent insurance agent with First Fed. Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

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.

Evan Jones is a financial advisor with Primerica Advisors in Granger, IN, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Primerica Financial Services and has a varied background including positions at UPS, Wabash College, and Kanakuk Kamps. Outside of advising, he is involved with Jones-E & Associates LLC, an investment-related business he owns. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

John Niswonger is a financial advisor with Raymond James & Associates in South Bend, IN, holding a Series 66 credential and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he occasionally rents his personal residence for local weekend events through platforms such as Airbnb and Rent Like A Champion. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary planning and a range of wrap fee and institutional consulting services.

Bret Forsyth is a financial advisor with Edward Jones in Mishawaka, Indiana, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Forsyth owns and maintains a condo rental property in Chicago. 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 programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Tyler Glynn is a financial advisor with Edward Jones in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has spent his entire career with Edward Jones and its predecessor firm, Edward D. Jones & Co., L.P., since 1995. Outside of advising, he is involved as an investor and member in several business ventures, including manufacturing bulletproof doors and commercial real estate holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an array of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and is distinguished by its extensive nationwide network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

Daniel Craig is a financial advisor with Edward Jones based in Elkhart, IN, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Edward Jones since 2000 and serves as a county vice president. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.

Diana Ruiz is a financial advisor at Osaic with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with Osaic since 2020. Outside of her advisory role, she has worked as a senior hairstylist since 2011, primarily providing bridal hair services and marketing her work via social media. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and a range of investment options, with platforms that accommodate both discretionary and non-discretionary account management.

Victoria Marks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at 1st Source Bank since 2015, where she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Kenneth Kobek is a financial advisor with Raymond James Financial in Mishawaka, IN, holding a Series 63 designation and 47 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 1999 and currently serves as Vice President and Treasurer at Hawthorne Group, Inc., a support company where he manages branch operations and expenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews and risk profiling.

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 Series 66 licensed financial advisor with Merrill in South Bend, Indiana, bringing 28 years of industry experience. She has been with Merrill since 1996. Outside her advisory role, she holds an Indiana real estate broker’s license in referral status with Berkshire Hathaway Home Services Northern Indiana. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Michael Kendzicky is a financial advisor with Robert W. Baird & Co. Incorporated, holding a Series 66 credential and having nine years of industry experience. He has been with Baird since 2016. Kendzicky serves on the Investment Committee of the Studebaker Drivers Club, where he reviews investment policy, asset allocation, and proposals. He is part of The DDK Group within Baird’s Private Wealth Management department, which 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, using a combination of manager-traded and model-traded strategies, internal research, and strategic partnerships.

Mary Vegh is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with LPL Financial, where she has worked since 2023, and previously spent eight years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Amanda Gadacz is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has worked at Edward Jones since 2017 and previously at Robert W. Baird & Co. since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

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.