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Matthew H

Series 65, Series 63

Highland, IN

Cetera

Matthew Hunniford is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Cetera since 2004 and also operates his own CPA firm, Matthew Hunniford & Co, P.C., which he has managed since 1990. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stacey F

Series 66

Crown Point, IN

LPL Financial

Stacey Fargo is a Series 66-licensed financial advisor with LPL Financial in Crown Point, Indiana, and has 12 years of industry experience. She previously worked at SII Investments, Inc. from 2014 to 2018 before joining LPL Financial. Outside of her advisory role, she serves as a trustee for a family trust. 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 portfolio management solutions, utilizing a mix of proprietary research, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael J

Series 66

Saint John, IN

Edward Jones

Michael Jonas is a Series 66-licensed financial advisor with Edward Jones, based in Saint John, Indiana. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as an umpire for the St. John Girls Softball league. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Djuro V

Series 63, Series 66

Merrillville, IN

OSAIC

Djuro Vasic is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, and First Midwest Financial Network. He also operates a sole proprietorship as an insurance agent, selling and servicing life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by various custodial and third-party arrangements.

Annuities Private / alternative investments
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Kent H

Series 63, Series 66

Crown Point, IN

STIFEL

Kent Huntoon is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to inform their investment decisions.

General retirement planning Income planning
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Nicholas T

Series 66

Merrillville, IN

OSAIC

Nicholas Trajkovski is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He has been with OSAIC since 2007, following prior roles at SII Investments, Inc. and Merrill. Outside of his advisory work, he occasionally sells term life insurance policies to clients who request them. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a variety of investment programs, including Unified Managed Accounts and third-party money manager options.

Annuities Private / alternative investments
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Logan D

Series 66

Crown Point, IN

Edward Jones

Logan Dexter is a Series 66-licensed financial advisor with Edward Jones in Crown Point, Indiana, bringing seven years of industry experience. He has been with Edward Jones since 2019 and has previous experience at Co-Alliance and Purdue University. Outside of advising, Dexter is involved in property management through ownership of Dexter Properties 2 LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive retail advisor network and affiliated services such as a trust company and securities-based lending.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Cecily D

Series 63, Series 66

Merrillville, IN

Wells Fargo Clearing

Cecily Dcruz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Grant G

Series 66

Merrillville, IN

Merrill

Grant Gingerich is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Grant works closely with clients to develop personalized financial plans that align with their unique ambitions and long-term goals. He holds a Bachelor's Degree from Indiana University Northwest and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Grant aims to provide clarity and transparency in wealth planning, helping clients navigate the complexities of investing. Outside of his professional role, Grant has interests in camping, chess, hiking, ice hockey, music, reading, skiing, traveling, and writing.

Retirement income strategy General retirement planning Tax strategies for small businesses Active portfolio management
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Jeremiah M

Series 63, Series 66

Merrillville, IN

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Gregory K

Series 63, Series 65

Crown Point, IN

LPL Financial

Gregory Kuehl is a financial advisor with LPL Financial in Crown Point, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at New England Securities for four years before joining LPL Financial in 2007. Outside of his advisory role, he is involved in an internet start-up specializing in consumer revolving debt options and manages a family farm alongside his wife and parents. 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 model portfolio programs, and supports advisors with research tools and multiple investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Donna L

Series 63, Series 65

Cedar Lake, IN

Cetera

Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brice W

Series 66, Series 63

Portage, IN

J.P. Morgan Securities

Brice Wilde is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with previous experience at Keybank and Starke Memorial Hospital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with a forward-looking capital market approach, and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Founder/Business Owner
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Sara G

Series 66

Crown Point, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph K

Series 63, Series 65

Merrillville, IN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul M

Series 66

Highland, IN

Edward Jones

Paul Marconi is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James and Preferred Medical Systems. He serves as a volunteer subcommittee member for his local homeowners association, assisting with budget and vendor matters. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Heidi M

Series 63, Series 66

Schererville, IN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian L

Series 66

Valparaiso, IN

LPL Financial

Brian Laciak is a financial advisor at LPL Financial with 15 years of industry experience. He has worked at LPL Financial since 2016 and also manages Laciak Accountancy Group, P.C., a firm he founded in 2009. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting a range of investment strategies implemented by its network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Diana N

Series 66

Merrillville, IN

Merrill

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, qualified corporate retirement plan services, and offers expertise in college education planning, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native of Princeton, IL, Diana holds a Bachelor of Arts degree with a double major in Psychology and Sociology from Indiana University. She attained her Series 7 and Series 66 licenses, as well as licenses in life insurance including fixed and variable annuities. In 2012, she earned the Chartered Retirement Plan Specialist™ designation and has received the Premier Advisor distinction. Diana also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Diana's community involvement includes active participation in the National Breast Cancer Coalition, the Reach for Recovery Program through the American Cancer Society, and service on various boards like the Porter County Visiting Nurses Association and Hospice Advisory Council from 2006 to 2019. She is a breast cancer survivor and advocates for breast cancer research funding and affordable health care. Outside of her professional and volunteer work, she enjoys cooking, gardening, hiking, music, traveling, and watching movies.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Women's Finance LGBTQIA Mid-Career Professionals
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Alan S

CFP®, Series 63

Highland, IN

Cetera

Alan Swingler is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has worked with Cetera Investment Services since 2004 and has a longstanding association with Centier Bank dating back to 1994. Outside of his advisory role, he participates as a pension committee member at ARC Bridges Inc. and evaluates student essays for a stock market educational program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors and serves a diverse 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 financial planning services, utilizing both affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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