Jeremiah Muryasz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he serves as a guardian for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Kuehl is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a business owner of an internet start-up, GABS Holding, LLC, which operates TransferTree.com, a platform specializing in comparing consumer revolving debt options. 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 advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by research from various sources.

Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Cetera since 2021 and previously spent six years at Voya Financial Advisors. Lameka is also the owner of Lameka Financial, a business involved in the sale and service of fixed insurance and securities products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services delivered through a large network of independent advisors.

Robert Bolton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Starbucks Coffee Company from 2007 to 2024. Outside of advising, he occasionally works as a mystery shopper, primarily reviewing quick-serve restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Sara Green is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Purdue University Northwest for six years. 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 detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Korzeniewski is a financial professional with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera in 2025, he worked at OneAmerica Securities and American United Life. Outside of his advisory role, he serves as chair to treasurer on the board of the Women's Council of Realtors NWI and is involved with a young professional networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting both discretionary and non-discretionary account structures.

Heidi Mccarthy is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2016, alongside roles at First Financial Bank and Yellow Cardinal Brokerage Services. In addition to her advisory duties, she is involved in wealth management at First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Brian Laciak is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2016 and also manages Laciak Accountancy Group, P.C., which he founded in 2009. 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 advisers. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Diana Nyman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial industry. She specializes in estate investment planning, retirement planning, and qualified corporate retirement plan services. Diana holds professional designations including Chartered Retirement Plans Specialist (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is licensed in Series 7, Series 66, and Life Insurance including Fixed and Variable Annuities. Diana earned her Bachelor of Arts degree with a double major in Psychology and Sociology from Indiana University. Throughout her career, she has focused on areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Diana is active in her community, including volunteering with organizations such as Duneland Rebuilding Together, the National Breast Cancer Coalition, Reach for Recovery of the American Cancer Society, and VNA Hospice of NWI. She is a breast cancer survivor and participates in advocacy efforts for breast cancer research funding and healthcare access. Diana is a mother of two and supports her children's higher education and life goals.

James Peller serves as Senior Resident Director at Merrill, where he leads the Peller Koleff Team, a financial advisory group focused on assisting families, corporate executives, and small business owners with wealth management and retirement planning. The team helps clients address critical financial issues including portfolio management, retirement income strategies, philanthropic services, risk management, and trust and estate planning. James works closely with clients to develop customized plans that align with their personal goals, such as funding education, managing new wealth, legacy planning, and small business strategies. James is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Valparaiso High School and two bachelor's degrees from Purdue University. James emphasizes transparency and simplicity in his advisory approach, focusing on creating a collaborative and thoughtful experience for his clients. Outside of his professional work, James enjoys golfing, swimming, and traveling. He lives in Valparaiso, Indiana with his partner Jodie and their dog Jammer. He is involved in community support through organizations including the Crisis Center and Lakeshore PAWS.

Julie Lane Bockelman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in December 1994 with A.G. Edwards and joined Merrill Lynch Wealth Management in July 2009. Julie holds the Accredited Asset Management Specialist™ (AAMS™) designation, earned in 2000 through the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Julie graduated from Mesa State College in 1994 with a Bachelor’s of Business Administration degree in Management. She is a native of Western Colorado, born in Rangely, and has lived in Grand Junction for over 33 years. Julie works with the Johnson, Bockelman, Gavegan & Associates team to provide personalized financial strategies that address a range of client needs, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of her professional role, Julie enjoys camping, fishing, football, golfing, skiing, volleyball, and spending time with her husband Tim and their two daughters. She remains actively involved in her daughters’ school activities and values the flexibility her team and firm provide.

Craig Slosson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. Slosson serves as an appointed committee member of the City of Crown Point, Indiana Redevelopment Commission. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Laura Bertagnolli is a financial advisor at Stifel with 32 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2005. Bertagnolli holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

Jacob Lublow is a Series 66-credentialed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial, he worked at UBS for four years and has additional experience at BMO Bank. His background also includes roles at Purdue Northwest and Lincoln Way East Highschool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources, including LPL Research and third-party subadvisors.

Candace Lieber is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding Series 66, Series 65, and Series 63 licenses and possessing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Joshua Struble is a financial advisor at Stifel with five years of industry experience. He holds Series 65 and Series 63 designations and has worked at Stifel since 2020. His prior work experience includes roles at Storage Solutions, Dish Network, and Sight and Sound Music Center. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

David Council is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathan Karras is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 65 registrations and bringing 55 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

Tyren Tornincasa is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 and Series 63 credentials and has worked previously at Bank of America, Merrill, PNC Investments, and the National Planning Corporation. Outside of advising, Tornincasa is an insurance agent licensed to sell life, health, disability, long-term care insurance, and annuities, and he is affiliated with a local ironworkers union in Forest Park, Illinois. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, supporting multiple program structures and custodial relationships with over $256 billion in assets under management.

Louis Cain is a financial advisor at Edward Jones with one year of industry experience. He previously worked at St. John the Evangelist for five years and with the Fellowship of Catholic University Students for three years. Outside of his advisory role, he is involved with the Diocese of Gary as a fundraiser and religious education teacher, and serves as a tour guide for Stella Maris Tours. 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 nationwide network of financial advisors and branch offices.