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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 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 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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Thomas L

CFP®, Series 66

Elkhart, IN

Edward Jones

Thomas Langhofer is a CFP® and Series 66–licensed financial advisor with Edward Jones in Elkhart, IN, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national 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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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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Brandon A

Series 63, Series 66

Elkhart, IN

STIFEL

Brandon Arnold is a financial advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a co-owner of The Bakers Nook Cafe and serves as a committee member for the Elkhart Chamber of Commerce Business Diversity Initiative. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
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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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Janelle S

Series 65

South Bend, IN

Cetera

Janelle St Clair is a financial advisor at Cetera with four years of industry experience and holds a Series 65 designation. She has worked at several firms including Shoemaker, Securian Financial Services, Korhorn Financial Group, and Socha Financial Group before joining Cetera in 2023. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, supporting multiple program structures and investment strategies through a large network of independent advisors.

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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Samantha U

Series 63, Series 65

Granger, IN

LPL Financial

Samantha Ultreras is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Teachers Credit Union and Shoe Carnival. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial services.

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