Sam Salameh is a financial advisor at Edward Jones in Hobart, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property in Lansing, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated products, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Steven Morzy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2022, with prior roles at New York Life, Rosemary Lane LLC, and in plumbing companies. Outside of advising, he is a silent partner and co-owner of Rosemary Lane LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

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.

Whitney Trimble is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2023. J.P. Morgan Securities LLC 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 additional market-facing registrations and functions.

Jose Grajeda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes over two decades at William Blair & Company L.L.C. before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Michael Ulanowski is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and with 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

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.

Larry Gulotta is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 66 licenses. His other activities include leasing membership affiliations with the Chicago Board of Trade. Stifel serves a diverse client base, including individuals, institutional clients, and governmental entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

John Breckenridge is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in identifying their financial goals and developing strategies to achieve them, with a focus on improving the likelihood of success and mitigating risks. His approach includes customizing financial strategies to individual clients, incorporating Environmental, Social, and Governance (ESG) factors when appropriate. John has been working in the financial services industry since 1991. He holds a Bachelor's Degree in Finance from Indiana University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing including ESG strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, John has interests in music, reading, and running.

Crystal Bilderback is a Team Financial Advisor – Business Development I at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, philanthropic planning, small business strategies, special needs planning strategies, women and wealth, and tax minimization. With over 18 years of experience in healthcare leadership, Crystal brings a unique perspective to financial advising, emphasizing advocacy, trust, and clear communication. Prior to joining Merrill, she worked in clinical and operational management, skills she applies to helping families and businesses achieve their financial objectives and plan confidently for future generations. She holds a Personal Investment Advisor (PIA) designation and a Bachelor of Science degree from Purdue University. Outside of her professional role, Crystal enjoys boating, camping, cooking, hiking, music, reading, and traveling with her husband and two daughters. She also spends time caring for their pets and backyard flock.