Jackson Sheputis is a CFP® with four years of industry experience currently at Triad Wealth Partners, LLC. He has held positions at several firms, including Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. His background also includes experience outside financial services, such as work in collegiate athletics and education. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Norma Sims is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America, Inc., and JP Morgan Chase Bank. Outside of her advisory role, she volunteers with Rotary International, participates in community events, serves on a scholarship committee for the Jasper Newton Foundation, and teaches financial literacy to elementary school students through Junior Achievement. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

William Guisinger is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at PNC Investments before joining Cetera and Centier Bank in 2018. Outside of his advisory role, he is involved in community and educational organizations, serving as a volunteer with the Demotte-KV Rotary Club and holding board and committee positions with the Kankakee Valley Educational Foundation, Diocese of Lafayette Finance Council, and Jasper Newton Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary capabilities alongside its institutional platform.

Alexea Martin is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations. She has been with Thrivent since 2025 and has prior work experience in the service and restaurant industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm offers these planning services separately from managed-account programs and typically conducts periodic reviews of client recommendations.

Robert Bryant is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as Treasurer for St. Andrews Episcopal Church in Valparaiso, IN, overseeing the church budget and facilitating monthly finance committee meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Natalie Whisker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Jasper County Government, Land Title Agency, Windsor Advantage LLC, and Jasper Laboratories. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Donna Martin is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Thrivent, she worked for Kankakee Valley School Corporation for ten years. Outside of her financial advising role, she tutors high school students in mathematics and instructs swimming lessons for elementary-aged children. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning through a network of financial advisors and integrates planning with managed-account programs under a consolidated service called WealthPlan.

Derek Stegenga is a CFP® professional with 11 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc from 2014 to 2024. Outside of his advisory role, he is a board member of the DeMotte Chamber of Commerce and serves as a Deacon at his local church. OSAIC is a large SEC-registered investment adviser and broker-dealer supporting a diverse client base, including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory services and investment programs, combining risk assessment with portfolio optimization tools, and manages approximately $200 billion in assets across over 6,000 advisors.