Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.

Anthony Gibertini is a financial advisor at Gibertini, Anthony with a Series 65 designation and two years of industry experience. He also works as a firefighter for the City of La Porte, a position he has held since 2017. The firm provides general investment advice to individual investors through an interactive website, focusing on stocks, bonds, and market indices. It does not take custody of client assets or execute trades, instead offering tailored recommendations based on client suitability factors such as experience and risk tolerance.

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.

Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.

Michael Anthony is a CFP® with seven years of industry experience, currently serving at Golden Years Financial Advisors, Inc. in South Bend, IN. He has held roles at multiple related entities within the Golden Years group since 2019 and operates the Michael Anthony Agency, an insurance business focused on fixed insurance sales. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, emphasizing non-discretionary asset management and coordinating with third-party money managers to implement client strategies. The firm uses a combination of fundamental and technical analysis for investment recommendations and maintains a structured process for client goal documentation and portfolio review.

Kevin Anthony is a financial advisor at Golden Years Financial Advisors, Inc. in South Bend, IN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Golden Years Financial Advisors since 2014 and previously operated Anthony Financial Services for 40 years. Outside of advisory work, he owns and manages The Sanders Agency, Inc., a health insurance practice. Golden Years Financial Advisors provides investment advisory and financial planning services to individual clients, focusing on non-discretionary asset management and client coordination with third-party money managers. The firm uses a mix of fundamental and technical analysis for investment recommendations and delivers written financial plans within a 90-day timeline.

Tanner Watson is a CFP® with seven years of industry experience, currently serving at Walter & Keenan Wealth Management. He previously worked at Korhorn Financial Group, KFG Wealth Management, and RSM US Wealth Management. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also offering specialized services for private foundations and endowments.

David Osborn is a CFP® with 16 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. He has been involved with OSBORN Wealth Management since 2009 and maintains an interest in AyarBorn Properties, LLC. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and customizes strategies based on client risk tolerance and time horizons.