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Stephanie H

Series 66

Crown Point, IN

LPL Financial

Stephanie Hescher is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Partners and Shear Magic. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Clinton H

Series 63, Series 65

Crown Point, IN

LPL Financial

Clinton Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at SII Investments, Inc. for 13 years before joining LPL Financial in 2018. Outside of his advisory role, he serves as a JV baseball coach for Valparaiso Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael H

Series 66

Crown Point, IN

LPL Financial

Michael Hadt is a Series 66-registered financial advisor at LPL Financial with 16 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. In addition to his advisory role, he entered into an agreement in 2016 to acquire the rights and privileges of another advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Clifford R

Series 63, Series 65

Crown Point, IN

LPL Financial

Clifford Rice is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2018, following six years at SII Investments, Inc. In addition to his advisory work, he is a principal and attorney at Rice and Rice, a law firm specializing in estate and family financial planning, and he is involved in ownership and directorship roles at W Kendall & Sons Inc. and Mayfield Corporation, businesses outside the investment sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Jason U

Series 63, Series 66

Crown Point, IN

LPL Financial

Jason Urbaniak is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, following 16 years at SII Investments, Inc. He is also a partner in a business involved with managing office building maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Stephen K

CFP®, Series 66

Crown Point, IN

LPL Financial

Stephen Kavois is a Certified Financial Planner® with 21 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Oak Investment Services for 13 years. He is also involved in the sale of fixed health and life insurance products. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Bridget S

Series 63, Series 66

Crown Point, IN

LPL Financial

Bridget Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at SII Investments, Inc. for 15 years and has been associated with Oak Investment Services for over two decades. Outside of her advisory role, she serves in a fiduciary capacity for the Ruiz Trust and Ethan Ruiz Supplemental Needs Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Jack D

Series 66

Crown Point, IN

LPL Financial

Jack Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked for AstraZeneca LP for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Michael B

Series 66

Crown Point, IN

LPL Financial

Michael Barenie is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at firms including Edward Jones and TopBloc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Alfredo R

Series 63, Series 65

Crown Point, IN

LPL Financial

Alfredo Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2018, he spent 20 years with SII Investments, Inc. and has been involved with Oak Partners Inc. since 1993. He is also a regular guest financial columnist for The Times Media Group and serves as a for-profit board member at Horizon Bank Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Michael B

Series 66

Crown Point, IN

LPL Financial

Michael Barancyk is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. Outside of his advisory role, he is a co-owner of Oak Partners LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Jonathan Z

Series 66

Crown Point, IN

LPL Financial

Jonathan Zemaitis is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked with firms including Oak Partners Inc. and Vincere Wealth Management. His background also includes roles outside of finance, such as involvement with Butler Bulldog Club and teaching positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Ean J

Series 66

Crown Point, IN

LPL Financial

Ean Johnston is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2019 and has prior roles including consulting at Indiana University’s Technology Center and teaching at Washington Township Middle/High School. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Stacey F

Series 66

Crown Point, IN

LPL Financial

Stacey Fargo is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at SII Investments, Inc. from 2014 to 2018. She also serves as a trustee for a family trust. 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 advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Brock N

Series 66

Crown Point, IN

LPL Financial

Brock Naaman is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Kennected and ANALYTIC.LI prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Isabella K

Series 66

Crown Point, IN

LPL Financial

Isabella Kowalczyk is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior work experience at Oak Partners, Inc., Indiana University Bloomington, Nordstrom, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Mario R

Series 63, Series 65

Crown Point, IN

LPL Financial

Mario Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services for 30 years. Ruiz is also a licensed insurance agent involved in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Jeffery H

Series 66

Crown Point, IN

LPL Financial

Jeffery Hadt is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career background includes roles at LyondellBasell and Berry Plastics Corp. He maintains ongoing involvement with LyondellBasell alongside his advisory work. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

College savings (529s, UTMA, etc.)
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