Brock Lloyd is a financial advisor with Edward Jones in Valparaiso, IN, holding CFP®, ChFC®, and Series 66 designations and possessing 12 years of industry experience. He 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Djuro Vasic is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He previously worked at LPL Financial and First Midwest Financial Network from 2014 to 2017. Outside of his advisory role, he also operates a sole proprietorship selling and servicing life insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through extensive platforms and affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to multiple investment products and third-party managers.

Kent Huntoon is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to inform their investment decisions.

Mark De St. Jean is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2006 and previously worked at A. G. Edwards & Sons, Inc. for one year. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Darby Straw is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Valparaiso, IN. He 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Julianne Charlesworth is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked with firms including Avantax Advisory Services and Wealth Management Reps. Outside of advising, she owns and operates Charlesworth Financial Services, LLC, providing tax preparation and accounting services, and is involved in family business ventures such as petroleum consulting and property management. Cetera Investment Advisers LLC serves a broad client base including 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 that includes affiliated and third-party managers, supporting both discretionary and non-discretionary investment authorities.

Nicholas Trajkovski is a Series 66-licensed financial advisor with 26 years of industry experience, currently practicing at OSAIC since 2007. His background includes operating Trajkovski Financial Services and holding the position of president at Private Client Advisors, LLC, an entity formed when he went independent. He also sells term life insurance to clients who request it and owns an LLC that holds the building where his office is located. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, providing brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Brett Lemmons is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Laciak Accountancy Group, Farrall Wealth, and LPL Financial. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Cecily Dcruz is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-based investment strategies with a broad range of financial products and services.

Grant Gingerich is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Grant works closely with clients to develop personalized financial plans that align with their unique ambitions and long-term goals. He holds a Bachelor's Degree from Indiana University Northwest and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Grant aims to provide clarity and transparency in wealth planning, helping clients navigate the complexities of investing. Outside of his professional role, Grant has interests in camping, chess, hiking, ice hockey, music, reading, skiing, traveling, and writing.

Jeremiah Muryasz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he serves as a guardian for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brice Wilde is a financial advisor with J.P. Morgan Securities. He holds Series 63 and Series 66 licenses and has three years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and KeyBank. 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 an ESG eligibility framework.

Robert Bolton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Starbucks Coffee Company from 2007 to 2024. Outside of advising, he occasionally works as a mystery shopper, primarily reviewing quick-serve restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Sara Green is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Purdue University Northwest for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brian Laciak is a financial advisor at LPL Financial with 15 years of industry experience. He has worked at LPL Financial since 2016 and also manages Laciak Accountancy Group, P.C., a firm he founded in 2009. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting a range of investment strategies implemented by its network of advisors.

Diana Nyman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over two decades of experience in the financial industry. Based in Princeton, IL, she specializes in estate investment planning, retirement planning, and qualified corporate retirement plan services. Diana holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree with a double major in Psychology and Sociology from Indiana University. Throughout her career, Diana has obtained licenses such as Series 7, Series 66, and Life Insurance including Fixed and Variable Annuities. She achieved the Chartered Retirement Plan Specialist designation in 2012 and was recognized with the Premier Advisor distinction in 2017. Beyond her professional work, Diana is an active member of several community organizations including Duneland Rebuilding Together, the National Breast Cancer Coalition, Reach for Recovery through the American Cancer Society, and VNA Hospice of Northwest Indiana. As a breast cancer survivor, she participates in lobbying efforts for breast cancer research funding and affordable healthcare. Diana is also a mother of two grown children, supporting their higher education and life goals.

Matthew Madera is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for ten years. His additional business activities include involvement with Genesis Wealth and Madera Capital Advisory. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.

James Peller serves as Senior Resident Director at Merrill, where he leads the Peller Koleff Team, a financial advisory group focused on assisting families, corporate executives, and small business owners with wealth management and retirement planning. The team helps clients address critical financial issues including portfolio management, retirement income strategies, philanthropic services, risk management, and trust and estate planning. James works closely with clients to develop customized plans that align with their personal goals, such as funding education, managing new wealth, legacy planning, and small business strategies. James is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Valparaiso High School and two bachelor's degrees from Purdue University. James emphasizes transparency and simplicity in his advisory approach, focusing on creating a collaborative and thoughtful experience for his clients. Outside of his professional work, James enjoys golfing, swimming, and traveling. He lives in Valparaiso, Indiana with his partner Jodie and their dog Jammer. He is involved in community support through organizations including the Crisis Center and Lakeshore PAWS.

Craig Slosson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. Slosson serves as an appointed committee member of the City of Crown Point, Indiana Redevelopment Commission. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Dranger is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in several business ventures including co-owning Accelerant Business Services, LLC, which focuses on financial planning implementation and training, and serves as Treasurer on the Board of Directors for Expeditionary Overwatch. He also volunteers as Middle School Chair for the Chesterton Wrestling Club. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, supported by a centralized retirement-income consulting team.