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 with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. Her career includes roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Matthew Michalik is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he has worked hourly for NBC Sports in Western Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Nanette Gutierrez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Katherine O'Neill is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 1994, including service at both Raymond James & Associates, Inc. and Raymond James Financial Services Inc. She is also the CEO and president of O'Neill Family Wealth Management, Inc., a separate business entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and partnerships.

Darryl Lewis is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. for 37 years before joining LPL Financial in 2021. Lewis also operates a business entity, D.D.E. Partners, LLC, for tax and investment purposes. 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 variety of financial planning and portfolio management services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

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.

David Capitan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and BMO HARRIS Bank. 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.

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.

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.