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Tyler G

Series 63, Series 66

South Bend, IN

Edward Jones

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.

Caring for aging parents Retired Founder/Business Owner Executive Women Professionals
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Daniel C

Series 63, Series 66

Elkhart, IN

Edward Jones

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.

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

Series 63, Series 65

Mishawaka, IN

OSAIC

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.

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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Victoria M

Series 66

Elkhart, IN

LPL Financial

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.

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

Series 65, Series 63

Mishawaka, IN

Raymond James & Associates

Tessa Troyer is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Howard Bailey Financial and has experience in educational roles within the School City of Mishawaka, Wawasee Community Schools, and Manchester Community Schools. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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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Candy R

Series 66

South Bend, IN

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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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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Amanda G

Series 66

Granger, IN

Edward Jones

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.

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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Ryan D

Series 66

Goshen, IN

Edward Jones

Ryan Drake is a financial advisor at Edward Jones in Goshen, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a personal LLC for a property he and his wife own. 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 range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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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 17 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at LPL Financial and 1st Source Bank from 2014 to 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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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Brian J

Series 63, Series 65

South Bend, IN

LPL Financial

Brian Jackson is a financial advisor with LPL Financial in South Bend, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Legend Advisory, LLC, and PRUCO Securities, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and multiple investment strategies.

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

Series 65, Series 63

Mishawaka, IN

OSAIC

William Dorsch IV is a financial advisor with OSAIC in Mishawaka, IN, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at OSAIC since 2020 and previously held positions at Menards and had a brief period of unemployment. In addition to his role at OSAIC, he is an Investment Advisor Representative at Clarity Financial Partners, where he is involved in the sales and marketing of securities and insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct portfolios across various investment types.

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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Paul D

Series 65, Series 63

Bristol, IN

Cetera

Paul Dowd is a financial advisor with Cetera, holding Series 65 and Series 63 registrations and bringing 29 years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously spent 11 years with Morningstar Investment Management LLC. Outside of his advisory work, he serves as treasurer for a local boys club troop. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and provides access to multiple investment strategies and third-party managers across various program structures.

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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