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.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Waddell & Reed, INC. for 37 years and was involved with D.D.E. Partners, LLC. He also conducts business in non-variable insurance within his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

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.

Linda Jody is a CFP®-designated financial advisor with LPL Financial in Tinley Park, IL, bringing 27 years of industry experience. She has been with LPL Financial since 2010. Outside of finance, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Donald Pendleton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has roles at JPMORGAN Chase Bank, N.A. and Banc One Securities dating back to 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Fatma Awadalla is a financial advisor at J.P. Morgan Securities with a Series 66 credential and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Bank of America Merrill Lynch for seven years. Outside of her advisory role, she works part-time as a substitute teacher for several local school districts and serves as a personal assistant at the Illinois Department of Human Services. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Andrew Draper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Draper serves as a director of the Merrillville Education Foundation, a nonprofit organization focused on supporting the local school community. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through an extensive platform.

Giuseppe Pannarale is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2014. Outside of his advisory work, he is an author of retirement-related content and operates a car rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Jose Grajeda is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes over two decades at William Blair & Company L.L.C. before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Patricia Austgen is a financial advisor at Ameriprise with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advisory services within a large institutional framework.

Dawn Carrico is a financial advisor at Edward Jones with 25 years of industry experience. She 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 more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendell Woods is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2004. Outside of his advisory role, he is involved in educational ventures focused on tutoring and mentoring students in subjects such as Math, Economics, Accounting, and Finance through entities he owns and operates. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

James Gingerich is a financial advisor with Merrill in Merrillville, Indiana, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America, NA, since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Shenker is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley Investment Management and Fifth Third Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Marino Stath is a financial advisor with LPL Financial in Merrillville, IN, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Signator Investors, Inc. Stath also operates Stath Financial Services, Inc., a non-variable insurance business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Farrell is a financial advisor at Edward Jones in Chicago, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.