Mary Vegh is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with LPL Financial, where she has worked since 2023, and previously spent eight years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.

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.

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.

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.

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.

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.

Brian Jackson is a financial advisor with LPL Financial in South Bend, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked for six years at Voya Financial Advisors, Inc. Jackson is also involved in operating Jackson Advisor Services, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and diversified investment strategies supported by LPL Research and third-party subadvisors.

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.

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.

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.

Brenda Bickel is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliated entities since 1995. Outside of her advisory role, she serves on the Finance and Investment Committee for the YWCA of North Central Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to offer tailored, non-discretionary investment consulting aligned with client objectives.

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.

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.

Braylen Scott is a CFP® with nine years of industry experience, currently advising at LPL Financial since 2018. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also involved with Northwest Bank, a financial institution where he holds a non-investment related role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rickardo Yoder is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Goshen, IN, he serves clients through a large national firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Daniel Gryp is a financial advisor at LPL Financial with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and the US Army. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.

Janelle St Clair is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.