John Tellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Compass Group in various roles from 2015 to 2022. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling.

Jonathan Peller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks, Carson Group Partners, and Bank of America. Outside of his advisory role, he self-published a motivational and personal development book titled *Attract Your Potential* in 2021, which is available on Amazon. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Zemaitis is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Oak Partners Inc., Walsh Construction Co., Vincere Wealth Management, and Teachers Credit Union. He has also been involved with the Butler Bulldog Club and Butler University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alicia Higgins is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Edwin Group LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily delivered through a centralized retirement-income consulting team.

Tom Lozanoski is a CFP® professional with 42 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in operating a self-service laundromat business through Loads of Fun, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Robert Rockwell is a financial advisor at Edward Jones with Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in healthcare roles including at Majestic Care Saint Anthony's and Community Healthcare. He has served in the Indiana Army National Guard since 2009. Outside of advising, Rockwell is involved in a self-employed house rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Stahl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., Raymond James Financial, and Fifth Third Securities. Outside of advising, he is involved in mortgage and real estate services as a real estate agent and through a home mortgage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephanie De La Cruz is a Series 66 licensed financial advisor at Raymond James Financial with 18 years of industry experience. She has worked within various branches of Raymond James since 2008. Outside of her advisory role, she is an associate and secretary at O'Neill Family Wealth Management Inc., where she assists clients with documentation, requests, and branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Chris Kurtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Ameriprise, and Mitre Group LLC. Outside of his advisory work, he is also active as a musician. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Christopher Janota is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and also operates Envoy Wealth Management LLC. Janota serves on the boards of the Park Forest Historical Society and Act of Grace, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Douglas Buuck is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he is involved in several business activities including ownership interests in a real estate holding company and an operating company for a group of advisors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gregory Davis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 41 years of industry experience. He has worked at Cetera Investment Advisors LLC and affiliated entities since 2019, following a 13-year tenure at Harris Investor Services. Outside of his advisory role, he serves as treasurer and dual signor for the Wessex Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform that includes both affiliated and third-party investment options.

Ean Johnston Drake is a Series 66-licensed financial advisor with LPL Financial, based in Crown Point, IN, and has four years of industry experience. Prior to joining LPL Financial in 2021, he held various roles including consulting at Indiana University’s Technology Center and positions at Oak Partners, Inc. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Ramie Halloway is a financial advisor at Cetera with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax Advisory Services and Strategize Wealth Management Group. Outside of advisory roles, he is involved in tax preparation through Strategize Tax LLC and has experience in insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Elijah Muhammad is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments, Inc., and multiple healthcare institutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm emphasizes a wrap-fee structure and utilizes third-party asset managers with oversight from Primerica.

Jacob Oostman is a financial advisor at Ameriprise with one year of industry experience. He previously worked in venture capital at ground game Venture Capital and has a background that includes roles at Wabash College and in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Scanlan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience, including seven years at Edward Jones. Outside of his primary role, he serves as CEO and independent contractor for msm wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Kimberly Clark is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. She has been affiliated with Cetera and First Merchants Investment Services for seven years. Outside of her advisory work, she serves as a board member for South Chicago Parents & Friends, Inc. and as a committee co-chair for Delta Sigma Theta Sorority, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform that includes model portfolios, automated allocations, and bespoke strategies.

Clint Verhagen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, Verhagen serves as a member of the Lions Club, vice president of a local preschool board, and treasurer of a service organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Margaret Reister is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2000. In addition to her advisory role, she is also licensed as a life, health, and group health insurance agent. Mass Mutual Investors Services 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 services with an emphasis on collaborative, goal-focused client relationships.