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.

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.

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.

Brandon Rudd is a financial advisor at CreativeOne Wealth, LLC with Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Rite Path Financial, Verizon, and Urschel Development Corporation, and operated as a sole proprietor. Outside of his advisory work, Rudd serves as a board member for Family Concern Counseling in Valparaiso, IN. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.

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.

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.

Evan Lancaster is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies.

Megan Richter is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, Inc. and J.P. Morgan Securities. Outside of her advisory role, she owns and operates Sunshine Daydream Travel, LLC, a travel services and planning business, and serves as a limited-term lecturer at Purdue University Northwest. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs with third-party managers implementing trades, supported by internal committees overseeing product due diligence and program suitability.

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.

Jeanette Girton is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Board of Directors for the YMCA Foundation in Valparaiso, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide presence of financial advisors and branch offices.

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.

Drew Mikel is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. His prior work includes roles at 1st Source Bank and Brown Funeral Home & Cremation Services. Outside of advising, he is involved with the Blue Heron at Blackthorn Event Center and serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Samantha Fife is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked in banking roles at 1st Source Bank, Fifth Third Bank, and Woodforest National Bank. Outside of her advisory work, she serves as a notary and assistant branch manager at 1st Source Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Glenna Etchison is a financial advisor with Thrivent Investment Management in La Porte, Indiana, holding a Series 66 credential and four years of industry experience. She has been with Thrivent and its related entities since 2021. Outside of her advisory role, she serves as an advisory board member for The Salvation Army and is the Advancement Chair for Cub Scout Pack 215. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations on a wide range of financial topics. The firm’s services focus on planning rather than portfolio management, delivering ongoing and one-time engagement options without discretionary trading authority.

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.

Amanda Myers is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at several financial institutions, including 1st Source Bank and The Huntington National Bank. In addition to her advisory role, Myers serves as an adjunct instructor at Indiana Tech. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Julia Kretlow is a financial advisor at Edward Jones in Westville, IN, holding CFP® and Series 66 designations with eight years of industry experience. She has been with Edward Jones since 2017 and has prior experience at Copper Beech Townhomes, 1st Source Bank, and Tippecanoe School Corporation. 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 under management through a broad offering of advisory programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

James Budzyn is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Budzyn has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2009. Outside of his advisory role, he provides college funding counseling and works as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

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.

Patrick Spence is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. He previously worked at 1st Source Bank from 2014 to 2017 before joining Edward Jones. Outside of advising, he is involved in farming and youth sports, serving as president and coach for a travel baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Justin Stevens is a financial advisor with Edward Jones in La Porte, Indiana. He holds the Series 66 designation and has one year of industry experience, including prior roles with Michigan City Municipal Golf Course and Michigan City Area Schools. Outside of his advisory work, Stevens owns and operates Jus' Golf Learning Lab, a golf instruction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

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.