Jack Duffner is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His work history includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, which operates as a separate business entity. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and a variety of managed account strategies.

Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.

Ryan Brendel is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses and no prior industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Wealth Services, LLC since 2025. Outside of Cetera, he provides financial advisory services through Lowden Financial Partners and is also an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving 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 over $256 billion in assets under management and more than 10,000 advisors nationwide.

Mark Scalzitti is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. 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 range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he serves as Vice Chairman of the Board of Directors for the Franciscan Health Foundation and is a board member of Schererville Civic Funds, Inc. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers through a nationwide network of over 10,000 advisors.

Haya Deis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the JPMorgan Chase organization as well as Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities.

Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.

Stephanie Hescher is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Oak Partners and spent over a decade at Shear Magic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.

Matthew Van Howe is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Alex M. Martino Junior High School for eleven years. Outside of advising, he has involvement with online music and game platforms, including sales and royalties activities linked to Bandcamp.com, CD Baby, and The Game Crafter, LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual, institutional, and charitable clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated financial products, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.

Christopher Ray is a financial advisor at Edward Jones with 15 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at JPMorgan Securities LLC and Dick's Restaurant & Lounge. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Heide is a CFP® professional with 35 years of experience in the financial services industry. He currently works at RBC Capital Markets and has held prior roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, Heide serves as board president and finance committee co-chair for The Bridge Teen Center, and he holds board positions with the Southern Illinois University Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory services to individual and institutional clients, including high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various wrap fee programs and integrates in-house and third-party managers to implement client portfolios.

Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Randall Goss is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Thrivent Financial, Bank of America, and New York Life Insurance Company. Outside of his advisory work, he serves as Director of Softball for the Lincoln Way Vipers Baseball Softball Academy, a youth training organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Gavin Gescheidler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Third Coast Group as well as experience outside finance at Indiana University Northwest and Thomas Kia of Highland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a broad range of planning topics without discretionary trading authority. The firm allows clients to combine planning services with managed accounts through a consolidated billing option while maintaining the services separately.

Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.

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.