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Kenneth K

Series 63

Mishawaka, IN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christin R

CFP®, Series 63, Series 66

South Bend, IN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael K

Series 66

Mishawaka, IN

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mary V

Series 66

South Bend, IN

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer S

CFP®, Series 66

Niles, MI

Edward Jones

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.

Business ownership considerations Business succession planning Wealth management Founder/Business Owner
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Cheryl W

Series 63, Series 65

Mishawaka, IN

OSAIC

Cheryl Wenzel is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining OSAIC in 2026, she worked at Primerica Advisors and Primerica Financial Services. She also has a long tenure at Northwest Health LaPorte since 1992. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers brokerage and advisory services, financial planning, and access to various managed account solutions using a range of investment tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amanda G

Series 66

Granger, IN

Edward Jones

Amanda Gadacz is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird & Co for three years before joining Edward Jones in 2017. 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 and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Dentist Doctor or Medical Professional Widow/Widower
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Brandon M

Series 63, Series 66

South Bend, IN

Fidelity

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.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Daniel N

Series 66

Mishawaka, IN

Edward Jones

Daniel Nussbaum is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Qewes, LLC, Inovateus Solar, LLC, and the South Bend Medical Foundation. Outside of his advisory role, he volunteers as a varsity football coach at St. Joseph High School in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional Professional Athlete
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Gerald M

Series 66

South Bend, IN

Edward Jones

Gerald Madsen is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial, 1st Source Bank, and Key Investment Services LLC. Madsen is based in South Bend, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas L

Series 63, Series 65

South Bend, IN

Cetera

Nicholas Liskey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He is the owner of Healy Financial, a financial services business, and has worked with Shoemaker Financial, focusing on fixed insurance sales. Liskey has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William D

Series 63, Series 65

Mishawaka, IN

OSAIC

William Dorsch IV is an investment advisor representative at Osaic Wealth, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Menards before joining Osaic in 2020. In addition to his role at Osaic, he is involved in a partnership focused on the sales and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools and a range of investment options, supported by multiple advisory platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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George M

Series 66

South Bend, IN

Ameriprise

George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brenda B

Series 63, Series 65

Mishawaka, IN

Raymond James Financial

Brenda Bickel is a financial advisor at Raymond James Financial with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has worked extensively with Hawthorne Group Inc and Raymond James Financial Services, Inc. Additionally, she serves on the finance and investment committee of the YWCA of North Central Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory work through its unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen M

Series 66

Mishawaka, IN

Edward Jones

Stephen Miller is a Series 66-licensed financial advisor with Edward Jones in Mishawaka, IN, where he has worked since 2009. He has 16 years of industry experience. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin B

Series 63, Series 65

Mishawaka, IN

Ameriprise

Justin Blain is a financial advisor with Ameriprise in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and uses algorithmic automation overseen by specialized committees to tailor its retirement planning services.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Braylen S

CFP®, Series 63, Series 65

Granger, IN

LPL Financial

Braylen Scott is a CFP® with nine years of industry experience and is currently affiliated with LPL Financial. He has worked at LPL Financial since 2018 and previously held positions at JP Morgan Chase Bank and JP Morgan Securities LLC. Scott is also employed by Northwest Bank, a financial institution. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel G

CFP®, ChFC®, Series 63, Series 65

South Bend, IN

LPL Financial

Daniel Gryp is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at LPL Financial in South Bend, IN. His prior experience includes roles at Securities America Advisors and the US Army. Gryp is also affiliated with Notre Dame Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin N

Series 63, Series 66

Buchanan, MI

Edward Jones

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. 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 solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lacee M

Series 66

New Carlisle, IN

Edward Jones

Lacee Moore is a financial advisor at Edward Jones with Series 66 credentials and seven years of industry experience, including a 13-year tenure at Bosco Family Motors prior to joining Edward Jones. She is based in New Carlisle, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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