Bronwyn Kiene Minier is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 12 years of industry experience. Prior to her advisory role, she was involved with Allure Banquet Hall for five years. Outside of finance, she works part-time as a coach for a 30-minute exercise class at Chesterton Fit Body Boot Camp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipalities. The firm offers non-discretionary financial planning and investment consulting, supported by extensive research and a range of portfolio management 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.

Jennifer Marinangeli is a financial advisor at Edward Jones in Chesterton, IN, holding a Series 66 designation. She has one year of experience in the industry, joining Edward Jones in 2026. Her prior work experience includes roles at Walsworth Publishing Company, Community Health Systems, and the Duneland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm operates nationwide with a large advisor and branch network, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and specialized tax-efficient services.

Bobi Celeski is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in various organizations including Indiana Elite FC and FK Vardar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and emphasizes both scale and diverse service offerings.

William Ruiz is a financial advisor with LPL Financial in Crown Point, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. His prior work experience includes roles at Purdue University and several local organizations such as Valparaiso Parks and Recreation and Victory Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies and financial planning solutions.

Steven Sutter is a financial advisor with Ameriprise in Valparaiso, IN, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor entities since 2000. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kurt Lash is a financial advisor with LPL Financial in Merrillville, Indiana, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wellinvest Partners, Questar Capital Corporation, and Farm Bureau Financial Services. Lash is also involved in fixed insurance sales as a secondary business activity. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mason Maple is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility frameworks.

Paul Kacmarik is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding a Series 66 designation and 26 years of industry experience. He worked at A. G. Edwards & Sons, Inc. from 2000 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support investment decisions.

John Cundiff Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 and investment strategies through a large network of financial advisors and branch offices nationwide.

Jason Topp is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-owns ToppCo Inc., which holds his wife's photography business, and he writes occasional articles on faith and finance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Tira Clement is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 11 years of industry experience. Her prior experience includes roles at Equity Services Inc, National Life Group, and American Community Bank of Indiana. Outside of her advisory work, she serves as president of the WCHS Alumni Association and the Crown Point chapter of BNI, and is a board member of the North Newton Life Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Grant Schaap is a financial advisor at J.P. Morgan Securities in Hobart, Indiana, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2010, including J.P. Morgan Securities and JPMorgan Chase 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. The advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Martin Terry is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Teachers Credit Union, CUNA Brokerage Services, Creative Financial Designs, and Wells Fargo Clearing. Outside of his advisory work, Martin owns two local businesses: a lawn mowing service and a courier company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jamie Lewis is a financial advisor with Edward Jones in Portage, Indiana, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a member of the City of Portage Board of Works, one of five members responsible for approving contracts and leaves for the city. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Minotti is a financial advisor at Osaic Wealth with 17 years of industry experience. He previously worked at Woodbury Financial Services for 15 years before joining Osaic in 2024. Outside of his advisory role, Minotti is president of Mario P. Minotti Group, Inc., a corporation providing life and health insurance brokerage services, and serves on the board of the Galleria Property Owners Association as well as the Broward Sheriff’s Advisory Council. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of customizable strategies supported by risk analysis and third-party manager options.

Scott Reiner is a financial advisor with J.P. Morgan Securities based in Valparaiso, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank since 2003, Banc One Securities Corporation, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Adoracion Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on systematic due diligence and integration of ESG criteria.