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 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.

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.

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.

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.

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.

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.

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.

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 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.

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.

Raul Gallardo Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a tenure at JPMorgan Chase Bank. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.

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, Series 63, and Series 65 licenses and previously worked at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. Outside of his financial career, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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.