Jeffery Hadt is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career background includes roles at LyondellBasell and Berry Plastics Corp. He maintains ongoing involvement with LyondellBasell alongside his advisory work. 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 brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

John Larson is a ChFC®-designated financial advisor with Ameriprise in Crown Point, Indiana, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Konnor Burk is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at Duncan-Williams Inc. and Banded Holdings Inc., and has additional experience in education and entrepreneurial ventures, including roles at the University of Memphis, Tipton-Rosemark Academy, and operating Excellent Edges Lawn Care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Todd Bertrand is a financial advisor with Wells Fargo Clearing in Merrillville, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kristen Fuller is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2012 and Pruco Securities, LLC from 2010 to 2024. Fuller is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through a combination of advisory and brokerage channels.

Joseph O'Keefe is a CFP® with 39 years of industry experience, currently advising clients at Ameriprise since 2020, after 15 years with Ameriprise Financial Services, Inc. He serves on the boards of NPH USA and the Epsilon Beta Alumni Corporation, and participates in the finance council of St. Mary's Church and school. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.