Donald Clark Jr. is a financial advisor with LPL Financial in Munster, IN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Wayne Hummer Investments LLC for 12 years and Natcity Investments, Inc. for a total of three years. Clark serves on the boards of the Bank Insurance and Securities Association and the YMCA Family Camp Nawakwa. 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 and financial planning services supported by research and technology across discretionary and non-discretionary management strategies.

Derric Isensee is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2021 and concurrently owns and manages Cornerstone CPA LLC, a tax preparation firm. He is also a partner in TI Collective, LLC, involved in real estate subleasing. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Foster is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory role, he is involved in managing commercial and office real estate holdings through entities such as Palmer Holdings LLC and Edwin Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering comprehensive, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-driven processes to deliver tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions.

Doug Horne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations, and has 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Horne serves as Director of Music at Family of Faith Church, is a trustee for the Village of Monee, and is a board member of Provision Theatre, a professional faith-based theatre company. He also leads the Rhythm Makers Orchestra as a bandleader. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering broad-based planning recommendations without implementation services. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services under its “WealthPlan” offering.

Douglas Lewis is a financial advisor at Edward Jones with 26 years of industry experience, including 22 years at Edward Jones. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Outside of his advisory role, Lewis serves as president of the Highland Chamber of Commerce and holds leadership positions in local real estate businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets through a large network of advisors and branches, offering a range of advisory services including discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

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.

Terrence Trimuel Sr. is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and bringing 10 years of industry experience. He has worked with Primerica Financial Services since 2009 and has also been associated with the U.S. Department of Housing and Urban Development since 2015. Primerica Advisors sponsors a wrap-fee asset management program that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and oversight by BNY Mellon Advisors.

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 Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services before joining Edward Jones in 2026. 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

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.

Fitzgerald Atwater is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at PFS Investments Inc and Primerica Financial Services. 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 investment strategies.

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 at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2017. Outside of his advisory roles, he is involved with Gourmet Coffee Tea & Beyond I, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing.

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.

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.