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 with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, PNC Investments, and National Planning Corporation. Outside of his advisory work, he is licensed as an insurance agent and attends monthly meetings with a local iron workers union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Louis Cain is a financial advisor with Edward Jones in Schererville, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked in roles including religious education and fundraising with the Diocese of Gary and as a tour guide with Stella Maris Tours. He has also been involved with St. John the Evangelist and the Fellowship of Catholic University Students in previous years. 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 and offers a range of advisory programs, investment strategies, and affiliated financial services through a broad network of advisors and branch offices.

William Taratsas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Cetera and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. 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.

Gina Ribota is a financial advisor at Edward Jones in Crown Point, Indiana, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Centier Bank for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Alexander Koleff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving families by helping them preserve, grow, and pass on their wealth, working closely with clients who have developed successful careers or businesses and seek to establish a lasting legacy. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Alexander holds a Personal Investment Advisor (PIA) designation. He earned a Master's Degree from Indiana University and a Bachelor's Degree from Wilmington College. Outside of his professional role, Alexander enjoys golfing, spending time with his family, and playing table tennis.

Nikolaos Pitsas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Fifth Third Securities, and A.G. Edwards & Sons. Outside of his advisory work, he serves as a power of attorney for family members on investment-related matters. 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 uses research and analytics to support a diversified investment approach and offers a range of brokerage and advisory solutions.

Melissa Hilley is a financial advisor with Raymond James & Associates in Valparaiso, IN. She holds a Series 66 credential and has 19 years of industry experience, having been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Brad Marker is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior roles at Raymond James Financial Services, GFI Wealth Partners, and Northwestern Mutual Investment Services. Outside of finance, he is involved with the Crown Point Bulldog Hockey Club Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and derivative capabilities.

Steven Smead is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is a PGA Golf Professional and provides golf instruction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

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 and holds the Series 66 designation. His prior work includes roles outside of finance in the restaurant and service industries. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Isabella Kowalczyk is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Prior to joining LPL, she held various roles in retail and education sectors, including positions at Nordstrom and Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

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.

Ryan Alberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for two years. Prior to his career in financial services, Alberson spent 18 years at Garber Chevrolet. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and previously worked at VALIC Financial Advisors Inc. and AGIA. Outside of his advisory work, Kutanovski owns a dental practice in Crown Point, IN. 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, third-party asset management, and institutional platforms.

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.

Derek Stegenga is a CFP® professional at OSAIC with 11 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nearly a decade. Outside of his advisory role, he serves on the board of directors for the DeMotte Chamber of Commerce and is a Deacon at his local church, where he engages with church members on operational matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options including unified managed accounts and third-party money manager programs.