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Charles R

Series 63, Series 65

Crown Point, IN

Mass Mutual Investors Services

Charles Ranich is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 16 years at Metlife Securities Inc. and over 25 years in an academic role at Purdue University Calumet. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing technology-driven tools to support client goal analysis and recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Alex F

Series 63, Series 65

Valparaiso, IN

Mass Mutual Investors Services

Alex Ferreira is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MWA Financial Services Inc and Modern Woodmen of America. Ferreira is based in Valparaiso, Indiana. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sarah L

Series 66

Valparaiso, IN

LPL Enterprise

Sarah Lane is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has one year of industry experience and previously worked at Symmetry Financial Group. Outside of advising, she is a business owner of Excel Nutrition and serves as a fitness coach at F45 Valparaiso. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining advisory services with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Renee K

ChFC®, Series 65, Series 63

Valparaiso, IN

LPL Enterprise

Renee Kremm is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 65 and Series 63 licenses. She has 25 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, Windward Financial, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel P

Series 66

Griffith, IN

Edward Jones

Daniel Perez is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Perez serves as a Park Board Member for the Town of Griffith and is Vice President of the Highland Griffith Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers diverse investment strategies and affiliated capabilities.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christopher A

Series 63, Series 65

Merrillville, IN

Charles Schwab

Christopher Albanese is a financial advisor with Charles Schwab in Merrillville, IN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at UBS and Fifth Third Securities and Bank. Albanese has no notable outside business activities listed. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Edgar B

Series 66

Merrillville, IN

Wells Fargo Clearing

Edgar Bassick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JP Morgan Securities and Charles Schwab. Outside of his advisory work, he serves as president of the Schererville Parks and Recreation Board. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad platform.

Retired Founder/Business Owner
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Mark P

Series 63, Series 66

Hobart, IN

Edward Jones

Mark Price is a financial advisor with Edward Jones in Hobart, Indiana, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an executive director of Illiana Search & Rescue Teams, a nonprofit supporting first response agencies, and holds positions on multiple local school advisory boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a variety of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy Passive / index investing Retirement withdrawal strategies Military & Veterans Newlywed/Engaged
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Daniel L

Series 65

Crown Point, IN

Fisher Investments

Daniel Lagestee is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2017. He has eight years of industry experience, including prior roles at Northwestern Mutual and Walt's Food Centers. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative strategies to build diversified portfolios, offering sub-advisory and retirement plan services along with specialized risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Lisa M

Series 63, Series 65

Valparaiso, IN

Cetera

Lisa Marek is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Marek also volunteers as a Court Appointed Special Advocate, providing support to children in juvenile court proceedings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael K

Series 66

Valparaiso, IN

Edward Jones

Michael Kosteskie is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandi R

Series 63, Series 65

Hobart, IN

J.P. Morgan Securities

Brandi Restle is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2006. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Howard S

Series 63

Crown Point, IN

STIFEL

Howard Struble is a financial advisor at Stifel with 60 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as a board member of the Porter County Airport. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Albert M

CFP®, Series 66

Valparaiso, IN

Raymond James & Associates

Albert Miller IV is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2015. Based in Valparaiso, IN, he holds the Series 66 designation. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephen B

Series 63, Series 65

Chesterton, IN

OSAIC

Stephen Brady is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation, OneAmerica Securities, American United Life, and Heritage Advisory Group. Brady also serves as an insurance agent at Heritage Advisory and Insurance Group, where he offers accident, health, disability, fixed annuities, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack D

Series 66

Crown Point, IN

LPL Financial

Jack Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked for AstraZeneca LP for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Michael T

Series 66

Valparaiso, IN

Mass Mutual Investors Services

Michael Tiede is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. Prior to joining the firm, he was involved with Delaware Bible Church for 14 years. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services along with educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Amber G

Series 66

Crown Point, IN

Thrivent Investment Management

Amber Gonsiorowski is a financial advisor with Thrivent Investment Management based in Crown Point, IN, holding a Series 66 credential and two years of industry experience. Her prior experience includes roles at Edward Jones, Modern Woodmen of America, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and planning without portfolio management or discretionary trading authority. Their services include a consolidated billing option that integrates planning with managed-account programs while maintaining them as separate engagements.

Business ownership considerations
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Jill R

Series 66

Valparaiso, IN

Raymond James & Associates

Jill Recknagel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2013. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Patrick H

Series 66

Winfield, IN

Edward Jones

Patrick Hedge is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 designation. Outside of his advisory role, Hedge serves as a licensed Indiana High School Athletic Association basketball referee and is president of the Winfield Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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