Justin Rizzo is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at LPL Financial since 2018 and previously at Cetera Advisor Networks from 2014 to 2018. He is also involved with Retiresource Wealth Management, which he has been associated with since 2014. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Natalie Whisker is a Series 66-registered advisor at Edward Jones with one year of experience in the financial industry. Her prior experience includes roles at Jasper County Government and Land Title Agency, as well as three years at Windsor Advantage LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, manages over $1 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.

Shelly Howard is a financial advisor at Stifel with 32 years of industry experience. She has held her current position at Stifel Nicolaus & Co. since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Emily Agresta is a CFP®-certified financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience spanning several firms including C2P Capital Advisor Group, Prosperity Capital Advisors, and Innovation Partners LLC. Agresta also has a background in academia, having worked at Purdue University Northwest. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools to support client goals, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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.

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.

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.

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.

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.

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Gabriela Minotti is a financial advisor with OSAIC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Woodbury Financial Services and the City of Chicago. Outside of her advisory work, she is president of a legal services corporation providing estate planning. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

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.

Eric Himmel is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he has served as a past president and board member of a Lions Club, engaging in community service and civic activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers integrated planning combined with managed-account options under a consolidated billing program called WealthPlan.

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.

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.

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.

Paula Betts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.