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 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.

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 Certified Financial Planner® (CFP®) with 10 years of experience in the financial industry, all with Edward Jones since 2016. He is based in Elkhart, Indiana, and holds the Series 66 license. 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 under management and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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, 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.

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 also has over a decade of experience with 1st Source Bank, where she serves in roles including notary and financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a broad network of investment adviser representatives and utilizes multiple investment strategies and technology tools to support portfolio management.

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.

Kenneth Kobek is a financial advisor with Raymond James Financial in Mishawaka, IN, holding a Series 63 designation and 48 years of industry experience. He has been with Raymond James Financial and its related entities since 1999 and is currently an officer and owner of Hawthorne Group, Inc., where he oversees branch operations and expense administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs such as municipal and SIMPLE IRA advisory services.

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.

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.