Adoracion Medina is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with prior roles at Bank of America and Merrill. 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.

Matthew Hunniford is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera since 2018 and has been associated with Cetera Financial Specialists LLC since 2004. Additionally, he operates Matthew Hunniford & Co, P.C., a CPA firm established in 1990. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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.

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.

Djuro Vasic is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He previously worked at LPL Financial and First Midwest Financial Network from 2014 to 2017. Outside of his advisory role, he also operates a sole proprietorship selling and servicing life insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through extensive platforms and affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to multiple investment products and third-party managers.

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.

Peter Germick is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera since 2002 and also owns Hancock & Co., P.C., a CPA firm. In addition to his advisory role, he serves as treasurer for the Food Hangar Foundation, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Nicholas Trajkovski is a Series 66-licensed financial advisor with 26 years of industry experience, currently practicing at OSAIC since 2007. His background includes operating Trajkovski Financial Services and holding the position of president at Private Client Advisors, LLC, an entity formed when he went independent. He also sells term life insurance to clients who request it and owns an LLC that holds the building where his office is located. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, providing brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

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.

Cecily Dcruz is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process 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.

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.

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.

Brice Wilde is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A., and KeyBank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

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.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and possessing seven years of industry experience. His career includes roles at BMO Bank NA since 2018 and BMO Harris Bank NA from 2009 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets under management.

Paul Marconi is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Raymond James and has a background that includes roles at Preferred Medical Systems, Cintas, and Marconi Baking Company. Marconi serves as a subcommittee member on budgetary and vendor contract committees for the Birchwood Farms Home Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary managed strategies. The firm is notable for its large network of advisors and branch offices, affiliated investment capabilities, and operation under a fiduciary standard.

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.