Paul Shook is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2001. As a qualified Portfolio Manager, Paul provides traditional financial advice and guidance, as well as the discretionary management of customized investment strategies. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. He focuses on wealth management strategies tailored for business owners, professionals, and high net worth clients. Paul’s areas of expertise include retirement planning, education planning, equity and fixed income selection, portfolio management, tax minimization, and retirement income strategies. His approach involves a consultative and objective process to develop personalized plans suited to each client’s long-term financial goals, with an emphasis on managing risk throughout the implementation and monitoring phases. He utilizes the resources and research support available from Merrill Lynch to offer comprehensive services such as estate planning, liability management, and wealth management. Paul holds a bachelor’s degree in Music Engineering from the University of Miami, earned in 1982. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Paul enjoys gardening, hiking, music, and running.

Brock Naaman is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Kennected and ANALYTIC.LI prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

Isabella Kowalczyk is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior work experience at Oak Partners, Inc., Indiana University Bloomington, Nordstrom, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Chad Stooksbury is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and three years of industry experience. He also serves as a senior tax analyst at Cornerstone CPA LLC dba MidCoast Tax, focusing on individual and business tax preparation and consulting. His prior work history includes roles at Bethel Church and CliftonLarsonAllen. 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.

Gregory Chona is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, Raymond James Financial Services, and Merrill. He also serves as a secondary power of attorney and trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ryan Alberson is a financial advisor with LPL Financial in Valparaiso, Indiana. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and spent 18 years at Garber Chevrolet. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technologies across discretionary and non-discretionary management approaches.

Kyle Borkowski is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at TransUnion and KN Real Estate Investors. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Timothy Coleman is a financial advisor at Cetera with Series 65 and Series 66 credentials. He has been with Cetera and its related entity since 2026 and previously worked at Centier Retirement Plan Services and Centier Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional investors. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment options.

Andrew Kutanovski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at AGIA and VALIC Financial Advisors Inc. He is also the business owner of Kutanovski Dental LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Melinda South is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Dexter is a financial advisor with Edward Jones in Crown Point, IN. He holds Series 63 and Series 66 designations and has 38 years of industry experience, all with Edward Jones since 1988. Outside of advising, Dexter is involved in the Crown Point Community Foundation as 1st Vice President and serves as an independent vice chair for grants and investment guidance; he is also an investor in a Napa, CA winery and participates in family farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mario Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services for 30 years. Ruiz is also a licensed insurance agent involved in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by extensive research and model portfolios.

Kevin Babcock is a financial advisor with Cetera, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Investment Services since 2004 and has been associated with Centier Bank since 1999. Outside of his advisory role, he is a 50% owner of a real estate business involved in buying, rehabbing, selling, and leasing properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and employs a multi-manager approach to investment strategies.

John Vidal is a financial advisor with Ameriprise, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Vidal serves as Chairman of the Board for St. Jude House and is President of the Serra Club of Northwest Indiana. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Devon Mulligan is a CFP®-certified financial advisor with Edward Jones, based in Chesterton, IN, and has 12 years of industry experience. He has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Benjamin Marshall is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Transamerica Capital Inc and Ohio National Financial Services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elizabeth Cooke is a financial advisor with Stifel in Crown Point, IN, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at PNC from 2003 to 2023 before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Clapp is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, he worked at Northern Trust Securities Inc and Northern Trust Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic methodologies.

Scott Ribordy is a financial advisor at Merrill in Merrillville, Indiana, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a co-trustee of a family exemption trust and manages a family-held LLC established for estate planning purposes. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Ashli Bowen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.