Cameron Meade is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise in 2024, he held roles at Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jackson Schable is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2025. Prior to his financial services career, he held positions in retail and landscaping. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across multiple financial topics, with options to combine planning with managed-account programs under consolidated billing.

Ahmad Kashani is a financial advisor with LPL Financial in Merrillville, IN, holding a Series 63 designation and over 43 years of industry experience. His career includes long-term roles at Metropolitan Life Insurance Company and Metlife Securities Inc. spanning four decades, followed by nearly a decade each at Commonwealth Financial Network and Wellinvest Partners. Outside of advisory services, he is co-owner of Kmen Group LLC, involved in managing commercial real estate. 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 comprehensive array of financial planning and investment services, combining a broad advisory platform with various non-advisory financial products and oversight of substantial discretionary assets.

Sean Troy is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior firms include Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Outside of advisory work, he performs seasonal duties such as snow shoveling for Advanced Orthopedic & Spine Care. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as a registered commodity pool operator and advisor to multiple registered investment companies.

Joseph Zuccarelli is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Dinges is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has interests in oil royalties through involvement with Central Crude Corporation and CHS McPherson Refinery, Inc. 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 with a large nationwide advisor and branch network, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vera is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tome Salkovski is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes sixteen years with Securities America Advisors, Inc. and seven years at Ameriprise. Salkovski is also involved in selling non-variable insurance products such as term and universal life insurance. 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 solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

Amy Boedeker is a financial advisor at Osaic Wealth with seven years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of advising, she is a licensed notary and insurance agent, and owns AIM Wealth Management, an LLC focused on business administration. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering both brokerage and advisory services via various programs and a complex affiliate network.

Martin Shreibak is a CFP® professional affiliated with LPL Financial who has 40 years of experience in the financial services industry. He previously worked at Royal Alliance Associates, Inc. for 31 years and has been with LPL Financial since 2020. Outside of his advisory work, he is a business owner involved in self-storage management and other non-investment related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management options, including access to third-party asset managers and institutional platforms, supported by extensive operational and research tools.

Frank Rizzo is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks and Cetera Wealth Services over a 25-year span. He also performs notarial services for his clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms, including model portfolios and third-party asset management, and maintains significant non-advisory financial operations alongside its advisory business.

Teryn True Di Bona is a financial advisor at Edward Jones in Chesterton, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, Teryn worked at LifeLock by Symantec from 2012 to 2017. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Marijo Dluzak is a CFP® with 41 years of experience in the financial industry, currently serving as an advisor at Osaic since 2023. She previously spent 28 years at FSC Securities Corporation. Outside of her advisory role, she assists clients with insurance planning, including long-term care, Medicare supplement, health, and life insurance products through her business, Dluzak & Associates Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization through discretionary and advisor-managed strategies, supported by multiple custodial arrangements and third-party platforms.

Andrew Maar is a financial advisor with Thrivent Investment Management in Valparaiso, IN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Medicine and Simple Laboratories. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kylee Robertson is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has prior experience at Northwestern Mutual and Williams Eye Institute. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, income tax, estate, and special needs planning, combining these plans with managed-account programs under a consolidated billing option called “WealthPlan.”

Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

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.

Daniel Reisen is a financial advisor at Edward Jones in Portage, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in education at Portage Township Schools and has operated a live music business since 2008, performing occasionally at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jonah Besch is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Besch serves as a board member for Habitat for Humanity and Home Team Valpo, both nonprofit organizations focused on community housing initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority. The firm integrates planning with managed-account services through its WealthPlan option while maintaining a clear separation between the two.

Jeff Johnson is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Outside of his advisory role, he works part-time as a rideshare driver for Uber, Lyft, and DoorDash. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm is known for its integrated approach supported by Bank of America affiliates and emphasizes managed account and manager-selection capabilities.