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Stephanie H
Series 66
Crown Point, IN
LPL Financial
Stephanie Hescher is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Oak Partners and spent over a decade at Shear Magic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.
Clinton H
Series 63, Series 65
Crown Point, IN
LPL Financial
Clinton Henry is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for SII Investments, Inc. for 13 years before joining LPL Financial in 2018. Outside of his advisory work, he serves as a JV baseball coach for Valparaiso Community Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Michael H
Series 66
Crown Point, IN
LPL Financial
Michael Hadt is a financial advisor with LPL Financial in Crown Point, IN, holding a Series 66 designation and 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 work, he entered an agreement to purchase the rights to another advisory practice in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
Clifford R
Series 63, Series 65
Crown Point, IN
LPL Financial
Clifford Rice is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with LPL Financial since 2018 and was previously with SII Investments, Inc. from 2012 to 2018. Rice is also an attorney and principal of Rice & Rice, a legal firm specializing in estate and family financial planning, and he is a business owner and director of both W Kendall & Sons Inc. and Mayfield Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by proprietary research and technology tools, and oversees significant discretionary assets nationwide.
Jason U
Series 63, Series 66
Crown Point, IN
LPL Financial
Jason Urbaniak is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. Urbaniak is a partner at JU-MR LLC, a real estate management entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.
Stephen K
CFP®, Series 66
Crown Point, IN
LPL Financial
Stephen Kavois is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked for Oak Investment Services from 2005 to 2018. Kavois is also involved in the sale of fixed health and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies supported by proprietary research and technology.
Bridget S
Series 63, Series 66
Crown Point, IN
LPL Financial
Bridget Shoemaker is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SII Investments, Inc. for 15 years. 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 broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.
Jack D
Series 66
Crown Point, IN
LPL Financial
Jack Dehaven is a financial advisor at LPL Financial in Crown Point, IN, holding a Series 66 designation with five years of industry experience. Prior to his current role beginning in 2021, he worked at AstraZeneca LP for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Michael B
Series 66
Crown Point, IN
LPL Financial
Michael Barenie is a financial advisor with LPL Financial in Crown Point, Indiana, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones, Wilson, TopBloc, and Brooksource. His other business activity includes work with Oak Partners, Inc., an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Alfredo R
Series 63, Series 65
Crown Point, IN
LPL Financial
Alfredo Ruiz is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SII Investments, Inc. for 20 years. Ruiz is also a regular guest financial columnist for The Times Media Group and serves as a notary within the scope of securities and insurance business. Additionally, he is a for-profit board member at Horizon Bank Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advisor tools and research, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.
Michael B
Series 66
Crown Point, IN
LPL Financial
Michael Barancyk is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. Outside of advising, he is co-owner of a local real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.
Jonathan Z
Series 66
Crown Point, IN
LPL Financial
Jonathan Zemaitis is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Oak Partners Inc., Walsh Construction Co., Vincere Wealth Management, and Teachers Credit Union. He has also been involved with the Butler Bulldog Club and Butler University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Ean J
Series 66
Crown Point, IN
LPL Financial
Ean Johnston Drake is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His background includes roles at Indiana University and Oak Partners, Inc., alongside his current position at LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, and institutional platforms.
William R
Series 66
Crown Point, IN
LPL Financial
William Ruiz is a financial advisor with LPL Financial in Crown Point, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. His prior work experience includes roles at Purdue University and several local organizations such as Valparaiso Parks and Recreation and Victory Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies and financial planning solutions.
Stacey F
Series 66
Crown Point, IN
LPL Financial
Stacey Fargo is a Series 66-licensed financial advisor with LPL Financial in Crown Point, Indiana, and has 12 years of industry experience. She previously worked at SII Investments, Inc. from 2014 to 2018 before joining LPL Financial. Outside of her advisory role, she serves as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a mix of proprietary research, third-party subadvisors, and customized strategies.
Brock N
Series 66
Crown Point, IN
LPL Financial
Brock Naaman is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. His prior work includes roles outside of finance in the restaurant and service industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.
Isabella K
Series 66
Crown Point, IN
LPL Financial
Isabella Kowalczyk is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Prior to joining LPL, she held various roles in retail and education sectors, including positions at Nordstrom and Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.
Mario R
Series 63, Series 65
Crown Point, IN
LPL Financial
Mario Ruiz is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services since 1996. Ruiz is also a licensed insurance agent involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical allocations, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.
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. Prior to his current role, he worked at LyondellBasell for nine years and Berry Plastics Corp for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools.
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