John Gannon is a CFA® charterholder with 18 years of industry experience. He is currently with WealthCare Financial Group, Inc., where he has worked since 2025. His prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, JP Morgan Chase Bank, Merrill Lynch, and Avatar Securities. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” philosophy with diversified, customized portfolios and provides retirement planning, portfolio management, and pension consulting through a six-advisor team managing approximately $28.2 million.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Client One Securities since 2014. Outside of his advisory role, Robinson serves as co-executor of his parents' estate and co-trustee of a special needs trust. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios and third-party advisers.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution company, and serves as a high school boys golf coach. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and a broad network of advisors.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Bradley Werner is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a personal podcast called Extraordinary Lives Revealed, where he interviews clients and partners. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through multiple platforms and manages approximately $15 billion in client assets.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Bontrager is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Valic Financial Advisors since 2001 and is also an agent for AGIA, selling non-security insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Courtenay Lavigne is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2014. In addition to her advisory role, she is involved with Something From Nothing LLC, a business focused on marketing a step attachment product for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides a range of services including model portfolio management and customized portfolios under a fiduciary standard.

Kasey Kozlowski is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Valic Financial Advisors in 2019, Kozlowski worked at firms including Edward Jones, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of advisory work, Kozlowski is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Lindsay Mcgary is a CFP® professional with 18 years of industry experience, currently serving at J.P. Morgan Securities. She has worked at JPMorgan Chase Bank, N.A. since 2018 and has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates as both a broker-dealer and investment adviser, delivering its programs on a non-discretionary basis with a centralized due diligence and ESG eligibility process.

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and 13 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. Outside of his advisory role, he manages rental property ownership in Crown Point, IN. 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, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Wall is a financial advisor at Edward Jones in Bridgman, MI, 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 owns and maintains several residential rental properties in Crystal Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Sarah Brown is a CFP® and Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as president of the Timber Ridge Homeowners Association in La Porte, IN, and manages a camper rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Don Lewis is a financial advisor with J.P. Morgan Securities in Michigan City, IN, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Anderson is a CFP® and holds a Series 66 license. He has nine years of industry experience and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was not employed for one year. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Nisle is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Horizon Bank, and Ameritrack Railroad. Nisle is based in Michigan City, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Jess Denger is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendall Snider is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at AT&T from 2011 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taylor Bongiovanni is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously with Fidelity Brokerage Services, United Technologies Aerospace Systems, and several wealth management and financial planning firms. He is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes and delegate day-to-day management to sub-advisers.

Michael Kopec is a financial advisor with Edward Jones in Michigan City, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Kopec is the owner of an event hall in Cedar Lake, IN, and serves as an assistant offensive line football coach at Hanover Central High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of investment strategies and offers affiliated capabilities including a trust company and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Christopher Skibinski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Frank Martin is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. His prior experience includes roles at Bank of America and Merrill Lynch, spanning nearly two decades. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.