Elijah Lares is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, Bank of America, Enterprise, and Judson University. In addition to his advisory role, Lares serves as a professor at Indiana University Northwest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored financial planning and consulting with a non-discretionary approach that incorporates a range of portfolio management styles and affiliated research.

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.

Robert Bryant is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as Treasurer for St. Andrews Episcopal Church in Valparaiso, IN, overseeing the church budget and facilitating monthly finance committee meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Gerardo Del Real is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and 1st Source Bank prior to joining Cetera. Del Real is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Timothy Swallers is a financial advisor with Edward Jones in Crown Point, Indiana, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as vice-president of the LOFS Softball Board, president of the LOFS Men’s Golf Association, and secretary of the St. John Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Brad Harber is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing several investment-related rental properties and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Pamela Borrmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and also has a concurrent role at Centier Bank dating back to 2002. Pamela is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a large network of advisors nationwide.

Jeannie Ilievski is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fidelity Investments and TIAA-CREF. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shane Karshner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

David Capitan is a financial advisor with LPL Financial in Crown Point, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at BMO Harris Financial Advisors since 2014 and at BMO Harris Bank since 2013. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Sam Salameh is a financial advisor at Edward Jones in Hobart, Indiana, 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 a rental property in Lansing, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated products, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Timothy Holmes is a financial advisor with Edward Jones in Valparaiso, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has officiated high school athletic sporting events in Indiana for over 35 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Steven Morzy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2022, with prior roles at New York Life, Rosemary Lane LLC, and in plumbing companies. Outside of advising, he is a silent partner and co-owner of Rosemary Lane LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

David Stowers is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes nearly three decades at Metlife Securities and a combined ten years at MassMutual Life Insurance and Mass Mutual Investors Services. Outside of his advisory role, he serves as an individual life and health agent and holds an officer position on a homeowners association board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by extensive research and portfolio management tools.

Andrew Draper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Draper serves as a director of the Merrillville Education Foundation, a nonprofit organization focused on supporting the local school community. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through an extensive platform.

Robert Bober is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked at NIPSCO for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs supported by a large nationwide network of financial advisors and branch offices.

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Justene Charlesworth is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. She has worked with several firms, including Avantax Advisory Services and Spenga, and maintains her own firm, Charlesworth Financial Services, which prepares tax returns, provides tax planning, and offers consulting for small businesses. Outside of financial advising, she works part-time as a fitness instructor at Spenga, leading classes in spin, strength, and yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets.