Hunter Sherman is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Outside of his advisory role, Sherman is also employed as a dog groomer at PetSmart. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Thomas Mitchell is a financial advisor at Charles Schwab with eight years of industry experience. He has held positions at Jones and Company and TD Ameritrade before joining Schwab in 2020. Mitchell holds Series 63 and Series 66 securities licenses. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and affiliated discretionary separately managed accounts, supported by centralized custody, brokerage, and research resources.

Sarah Tallent is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, she worked at City Securities Corporation for three years. Outside of her advisory role, she is the Chief Information Officer for Elves for Santa, Inc., a nonprofit organization focused on charitable activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Reyna is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Integrity Trade Services from 2015 to 2022 before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Daniel Lewis is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliated entities since 2016. Lewis also has experience with First Merchants Investment Services LLC dating back to 2014. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and customized strategies.

Luke Larocca is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Cetera and has a long history with Avantax Advisory Services and Avantax Insurance Agency, among other firms. In addition to his advisory work, he owns and operates Larocca & Company, LTD, a tax preparation and accounting business, and serves as trustee for the Ash Family Irrevocable Trust. 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 range of portfolio management, financial planning, and retirement services through a large network of independent advisors utilizing multiple program platforms and investment strategies.

Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. 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, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Bridget Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at SII Investments, Inc. for 15 years and has been associated with Oak Investment Services for over two decades. Outside of her advisory role, she serves in a fiduciary capacity for the Ruiz Trust and Ethan Ruiz Supplemental Needs Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

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.

Ronald Ramos is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with significant experience managing accounting and payroll functions at American Security Services Inc, a business he has been involved with since 1998. Ramos also owns Personalized Tax, which provides personal and corporate tax preparation and small business accounting services. Cetera Investment Advisers LLC is an SEC-registered firm servicing individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, supporting advisors with model portfolios and access to third-party managers across multiple program structures and custodial relationships.

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.

Joanne Rincker is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes 28 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial. 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 adviser representatives, offering a range of financial planning and advisory programs.

Anastacio Gamino Jr. is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Wayne Hummer Investments L.L.C. for eight years and U.S. Bancorp Investments, Inc. for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, supported by research and model portfolios.

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.

Brianne Wolf is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has held roles at Avantax Advisory Services, 1st Global Capital, and her own entities, including Sankey Wolf Group Ltd and Bill Hickey & Associates, Inc. Outside of financial advising, she operates a direct sales business selling women's and children's clothing through LuLaRae. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to affiliated and third-party managers across multiple program structures.

Christopher Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Morgan Stanley. His outside business activities include operating WRI Investments, an investment-related entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.