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.

Simon Coleman is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and has prior experience at Centier Bank, 3 Rivers Credit Union, Redfi Electronics, The PLEX, and Manchester University. Outside of his advisory work, Coleman volunteers as a soccer coach for Boone Grove Boys High School and serves as successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. 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 and various program options.

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.

Joshua Kozel is a financial advisor with LPL Financial in Valparaiso, IN, holding a Series 66 designation and over 20 years of industry experience. He has worked with LPL Financial since 2011 and previously held advisory roles at Lakeside Wealth Management Group, First Allied Advisory Services, and FFP Advisory Services. Outside of his advisory work, Kozel is involved with Kozel Enterprises Inc., a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment approaches.

Daniel Mitchell is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at BMO Harris Financial Advisors, TD Ameritrade, JPMorgan Chase, JP Morgan Securities, Massachusetts Mutual Life Insurance Company, Fidelity, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves a diverse client base including individuals, retirement plans, banks, and institutions, providing financial planning, model portfolios, and institutional platforms with a broad range of investment strategies.

Aidan Lamping is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and Bison Financial Group. His background also includes positions outside finance, including at Loven Oven Pizzeria and Franciscan Health. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Linda Stover is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. She has been with Ameriprise and its predecessor since 1988. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized reports through a centralized consulting team.

Terrence Michalik is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and bringing 17 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2018, and has been with J.P. Morgan Securities since 2016, including a prior tenure at Chase Investment Services Corp. in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research and includes a broader range of regulatory registrations and derivatives capabilities compared with typical institutional advisory programs.

Riley Fieldhouse serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, Riley works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Riley's approach involves helping clients define their financial goals and develop portfolio strategies to pursue them. Riley holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Riley completed a High School Diploma/GED at Lake Central Highschool. The focus remains on providing ongoing advice and adapting financial strategies as clients' situations change.

Ljubica Bresjanac is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2015, initially working at Ameriprise Financial before continuing with Ameriprise. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Stephanie Bailey is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2021. Her prior experience includes roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage. 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 portfolio programs, and institutional platforms, supported by a network of over 22,900 investment adviser representatives.

David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

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 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.

Gerardo Del Real is a financial advisor at Cetera with eight years of industry experience and holds the Series 66 designation. His prior experience includes roles at LPL Financial LLC and Centier Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, utilizing both affiliated and third-party managers.

Nanette Gutierrez is a financial advisor at Primerica Advisors in Munster, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Her outside activities include sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third-party asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

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.