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.

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.

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, 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, 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 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.

Candy Raven is a financial advisor with Merrill in South Bend, Indiana, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she holds an Indiana real estate broker’s license in referral status with Berkshire Hathaway Home Services Northern Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.