Jonah Besch is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Besch serves as a board member for Habitat for Humanity and Home Team Valpo, both nonprofit organizations focused on community housing initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority. The firm integrates planning with managed-account services through its WealthPlan option while maintaining a clear separation between the two.

Simon Coleman is a financial advisor with Cetera, holding a Series 66 license and six years of industry experience. He has worked at Cetera Investment Advisors LLC since 2020 and has held various positions in the financial services sector since 2016. Outside of his advisory role, Coleman volunteers as a soccer coach for Boone Grove Boys’ High School and serves as a successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, catering to a broad client base.

Jeff Johnson is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Outside of his advisory role, he works part-time as a rideshare driver for Uber, Lyft, and DoorDash. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm is known for its integrated approach supported by Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Joshua Kozel is a financial advisor with LPL Financial in Valparaiso, IN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in a business entity established for tax and investment purposes, Kozel Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Daniel Mitchell is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, TD Ameritrade, JPMorgan Chase Bank, JP Morgan Securities, Massachusetts Mutual Life Insurance, and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and technology-driven approaches.

Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Linda Stover is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. She has been with Ameriprise and its predecessor since 1988. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized reports through a centralized consulting team.

Terrence Michalik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations.

Riley Fieldhouse is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop tailored strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and saving for unexpected events, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. With expertise as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Riley focuses on helping clients navigate complex financial demands such as home buying, education funding, eldercare, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients’ evolving needs. Riley holds a High School Diploma/GED from Lake Central Highschool.

Ljubica Bresjanac is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2015, initially working at Ameriprise Financial before continuing with Ameriprise. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Stephanie Bailey is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies.

Esther Hill is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2008. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

Elijah Lares is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, Bank of America, Enterprise, and Judson University. In addition to his advisory role, Lares serves as a professor at Indiana University Northwest. 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 municipalities, offering tailored financial planning and consulting with a non-discretionary approach that incorporates a range of portfolio management styles and affiliated research.

Michael Hadt is a Series 66-registered financial advisor at LPL Financial with 16 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. In addition to his advisory role, he entered into an agreement in 2016 to acquire the rights and privileges of another advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Gerardo Del Real is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and 1st Source Bank prior to joining Cetera. Del Real is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

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.

Timothy Swallers is a financial advisor with Edward Jones in Crown Point, Indiana, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as vice-president of the LOFS Softball Board, president of the LOFS Men’s Golf Association, and secretary of the St. John Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

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.