Michael Dexter is a financial advisor with Edward Jones in Crown Point, IN. He holds Series 63 and Series 66 designations and has 38 years of industry experience, all with Edward Jones since 1988. Outside of advising, Dexter is involved in the Crown Point Community Foundation as 1st Vice President and serves as an independent vice chair for grants and investment guidance; he is also an investor in a Napa, CA winery and participates in family farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Ashe is a ChFC® and Series 66 holder with 18 years of industry experience, currently serving at Equitable Advisors since 2008. He previously worked with Axa Advisors, LLC and has operated Brian Ashe & Associates since 2004. In addition to his advisory role, he is a voluntary board member of Walden Clearing Manors HOA and serves as executor and trustee for his parents’ estates. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a broad client base including individuals, corporations, and charitable organizations. The firm employs a variety of advisory models and partner programs to deliver customized investment solutions.

Mario Ruiz is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services since 1996. Ruiz is also a licensed insurance agent involved in fixed insurance sales. 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 financial planning and investment management services, utilizing strategic and tactical allocations, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Kevin Babcock is a financial advisor with Cetera, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Investment Services since 2004 and has been associated with Centier Bank since 1999. Outside of his advisory role, he is a 50% owner of a real estate business involved in buying, rehabbing, selling, and leasing properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and employs a multi-manager approach to investment strategies.

John Vidal is a financial advisor with Ameriprise, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Vidal serves as Chairman of the Board for St. Jude House and is President of the Serra Club of Northwest Indiana. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Benjamin Marshall is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Transamerica Capital Inc and Ohio National Financial Services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elizabeth Cooke is a financial advisor with Stifel in Crown Point, IN, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at PNC from 2003 to 2023 before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Clapp is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northern Trust Securities Inc., Northern Trust Bank, and Chase Investment Services Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Aaron Pollock is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Ribordy is a financial advisor at Merrill in Merrillville, Indiana, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a co-trustee of a family exemption trust and manages a family-held LLC established for estate planning purposes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Ashli Bowen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates 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, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Mark Lazart is a financial advisor with Stifel in Crown Point, Indiana, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is an owner of Valennti & Lazart LLC, a non-investment business entity. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions to support asset allocation and financial planning.

Jeffery Hadt is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LyondellBasell for nine years and Berry Plastics Corp for three years. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools.

Douglas Elliott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

John Larson is a ChFC®-designated financial advisor with Ameriprise in Crown Point, Indiana, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Konnor Burk is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at Duncan-Williams Inc. and Banded Holdings Inc., and has additional experience in education and entrepreneurial ventures, including roles at the University of Memphis, Tipton-Rosemark Academy, and operating Excellent Edges Lawn Care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Samuel Shaw is a CFP®-designated financial advisor with LPL Financial in Valparaiso, Indiana, with seven years of industry experience. Prior to joining LPL Financial, he worked at Centier Bank and also provides financial planning and consulting services through R.B. Smith Co. Inc., an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services with various investment approaches and platforms, supported by a large network of advisors and extensive asset management.

Joseph Laciak is a financial advisor with LPL Financial in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at OneAmerica Securities, Inc. and American United Life. Alongside his advisory role, he has operated Laciak Accountancy Group, PC, a CPA firm, for over 30 years. 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 wide range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad platform of non-advisory services.

Morgan Meschede is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and operates an LLC, Harvey Wealth Management, where he also serves as a notary. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and multiple program options, supporting a range of client types from individual investors to corporate clients.

Todd Bertrand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.