Kevin Raftery is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2010 and concurrently holds a role at Old National Bank since 2022. 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 and financial planning services supported by research and model portfolios.

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation, retirement, insurance, and estate planning analyses.

Nicholas Garvey is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Colton Hill is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Valparaiso University and the American Academy of Pediatrics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 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 retirement consulting, utilizing model portfolios and research from multiple sources.

Tome Salkovski is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. Salkovski holds Series 63 and Series 66 licenses and is based in Crown Point, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both discretionary and non-discretionary management approaches.

Tyrone Wheeler Sr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Merrill since 1982. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Amy Boedeker is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of her advisory role, she is a notary and an insurance agent specializing in life insurance, fixed annuities, and Medicare supplement policies, and she owns AIM Wealth Management, an LLC involved in business administration. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios with various investment options managed on either a discretionary or non-discretionary basis.

Martin Shreibak is a CFP® with 40 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Royal Alliance Associates, Inc. for 31 years. Outside of his advisory work, he is involved in several business ventures including ownership in a self-storage management company and other business entities. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Frank Rizzo is a CFP® professional with 38 years of experience in the financial industry. He has been with LPL Financial since 2018 and previously worked at Cetera Advisor Networks for five years. He also serves as a notary, providing notarization services to his clients. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by a range of model portfolios and research.

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and has been self-employed with Vexint Co. since 1997. Outside of his advisory role, he engages in rideshare driving on a part-time basis. 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, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Marijo Dluzak is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. She previously worked at FSC Securities Corporation for 28 years before joining OSAIC in 2023. In addition to her advisory role, she assists clients with insurance planning through her business, DLUZAK & ASSOCIATES INC, focusing on long-term care, life insurance, and health insurance products. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios across various investment vehicles.

Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

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.

Daniel Reisen is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 designation and one year of experience. Before joining Edward Jones in 2024, he worked in education for Portage Township Schools and had roles in specialized hauling and live music entertainment. He performs live music occasionally at local venues. Edward Jones is a full-service wealth management firm serving a broad range of clients with a large nationwide network of advisors, offering various investment strategies and maintaining affiliated services including a trust company and mutual funds.

Simon Coleman is a financial advisor with Cetera, holding a Series 66 license and six years of industry experience. He has worked at Cetera Investment Advisors LLC since 2020 and has held various positions in the financial services sector since 2016. Outside of his advisory role, Coleman volunteers as a soccer coach for Boone Grove Boys’ High School and serves as a successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, catering to a broad client base.

Jeff Johnson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in financial services in 2002 and focuses on assisting clients with managing their individual wealth through complex market cycles. Jeff takes a comprehensive approach to wealth management, emphasizing understanding each client's individual goals. He has particular expertise in areas including college education planning, retirement planning, investment consulting for defined contribution plans, values-based and ESG investing, and managing new wealth. Additionally, Jeff is recognized for his work with small business strategies, LGBT wealth planning, and sports and entertainment clients. Jeff holds a Bachelor's degree from Northern Arizona University and is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to Forbes' "Best-In-State Wealth Advisors" list for five consecutive years from 2022 to 2026 and was also recognized as part of Forbes' "Best-in-State Wealth Management Teams" list as a member of the Nethery Johnson & Associates team from 2023 to 2026. Outside of his professional role, Jeff enjoys playing tennis and golf. He and his wife, Jennifer, share a passion for traveling.

Thomas Walsh is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 registrations with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.