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.

Garrett Nosal is a financial advisor with Ameriprise in Munster, IN, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked for seven years at Kindred Healthcare. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Brandon Pogue is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. In addition to his financial career, he has been involved with Gourmet Coffee Tea & Beyond I, Inc. since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, utilizing model-delivery investment strategies managed by third-party asset managers.

Lisa Marek is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Marek also volunteers as a Court Appointed Special Advocate, providing support to children in juvenile court proceedings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Michael Kosteskie is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies through a nationwide network of more than 23,700 advisors.

Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

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.

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Gabriela Minotti is a Series 66-licensed financial advisor at OSAIC with eight years of industry experience. She previously worked at Woodbury Financial Services and has operated Minotti Financial Group since 2017. Outside of advisory work, Minotti serves as president of a corporation providing estate planning services and is a notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization across multiple program platforms.

Albert Miller IV is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2015. Based in Valparaiso, IN, he holds the Series 66 designation. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eric Himmel is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and possessing 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 the Lions Club, participating in community service and organizational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Jeff Radivan is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Xavier Kon Lopez is a Series 66-licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill Lynch/Bank of America and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with an incorporation of ESG criteria and broader derivatives and commodities capabilities.

Stephen Brady is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation, OneAmerica Securities, American United Life, and Heritage Advisory Group. He is also an insurance agent involved with Heritage Advisory and Insurance Group, offering health and life insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of advisory and brokerage services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies, combined with a broad platform of affiliated broker-dealer and RIA relationships.

Jack Dehaven is a financial advisor at LPL Financial in Crown Point, IN, holding a Series 66 designation with five years of industry experience. Prior to his current role beginning in 2021, he worked at AstraZeneca LP for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Tiede is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. Prior to joining the firm, he was involved with Delaware Bible Church for 14 years. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services along with educational seminars.

Robert Heitz is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has experience in various capacities within Fidelity, including Investment Consultant and Planning Consultant positions, demonstrating his involvement in multiple aspects of financial advising and client planning. Prior to joining Fidelity, he worked as a Financial Advisor Assistant at Heartland Investment USA from 2021 to 2023. Throughout his career, Robert has focused on guiding clients toward financial clarity and confidence by leveraging his knowledge and Fidelity's resources. He emphasizes building strong client relationships and fostering collaboration to help individuals and families make informed decisions, reduce financial stress, and work toward long-term prosperity. Outside of his professional work, Robert enjoys hiking, movies, museums, outdoor adventures, skiing, and table tennis.

Jill Recknagel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2013. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.