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.

Diana Nyman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over two decades of experience in the financial advisory industry. She specializes in areas such as estate investment planning, retirement planning, qualified corporate retirement plan services, 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. Diana holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Princeton, Illinois, Diana earned her Bachelor of Arts with a double major in Psychology and Sociology from Indiana University. She also obtained her Series 7, Series 66 licenses, and a license in Life Insurance, including Fixed and Variable Annuities. In 2012, she achieved the Chartered Retirement Plan Specialist™ designation. In 2017, she received the Premier Advisor distinction from Wells Fargo Advisors. Diana is actively involved in community service, including her participation with Duneland Rebuilding Together, the National Breast Cancer Coalition, Reach for Recovery through the American Cancer Society, and VNA Hospice of Northwest Indiana. As a breast cancer survivor, she consoles recently diagnosed breast cancer patients and engages in advocacy efforts related to breast cancer research funding and health care. She has also served on boards for the Porter County Visiting Nurses Association, VNA Foundations, and Hospice Advisory Council. Diana is a mother of two grown children, supporting their higher education and life goals.

Alan Swingler is a CFP® with 42 years of experience in the financial services industry. He has been with Cetera since 2014 and has worked at Cetera Investment Services since 2004. He also has over 30 years of experience at Centier Bank. Outside of his advisory role, he serves on the pension committee of ARC Bridges Inc. and volunteers by evaluating student essays for a stock market educational program. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

James Weissman is a financial advisor at Cetera with 38 years of industry experience. His career includes long-term roles at Avantax Investment Services and Avantax Advisory Services, as well as involvement with Butterscotch Foxx LLC. Outside of advising, he is a Reiki Master-Teacher and participates in photography through his minority ownership in a small media business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Raul Gallardo Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JPMorgan Chase bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Robert Walker is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, The Federal Savings Bank, and several regional banks. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary program options.

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.

Steven Swingler is a CFP® with five years of industry experience, currently advising clients through Cetera. His prior roles include positions at The Vanguard Group, Polaris Ventures, and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a large nationwide network of independent advisors.

Beau Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, 63, and 65 licenses and has worked previously at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. In addition to his advisory work, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

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.

Adam Robertson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Schererville, Indiana. He has 10 years of industry experience, including prior roles at IMI Precision Engineering, Panduit, Robertson Food Group, and Lanco Group of Companies. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

David Alonzo is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, as well as Harris Investor Services, Inc. since 2006. Outside of his advisory role, he serves as a board member on the Town of Munster Nominating Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

Hans Herr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Jake Gaines is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.