Chad Stooksbury is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and three years of industry experience. He also serves as a senior tax analyst at Cornerstone CPA LLC dba MidCoast Tax, focusing on individual and business tax preparation and consulting. His prior work history includes roles at Bethel Church and CliftonLarsonAllen. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Israel is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following 13 years at Edward Jones. Outside of his advisory role, he is the CEO and branch owner of GFI Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP, since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from in-house and third-party sources.

Kyle Borkowski is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at TransUnion and KN Real Estate Investors. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Timothy Coleman is a financial advisor at Cetera with Series 65 and Series 66 credentials. He has been with Cetera and its related entity since 2026 and previously worked at Centier Retirement Plan Services and Centier Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional investors. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment options.

Andrew Kutanovski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at AGIA and VALIC Financial Advisors Inc. He is also the business owner of Kutanovski Dental LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services for 30 years. Ruiz is also a licensed insurance agent involved in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by extensive research and model portfolios.

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.

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.

Robert Scalzitti is a financial advisor with Edward Jones in Highland, Indiana, holding Series 63 and Series 66 licenses and having 39 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Sophia Purcell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Everspring Inc and TWO MEN AND A TRUCK. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and technology, including artificial intelligence, to support its advisory services.

Michele Hall is a financial advisor with Osaic Wealth, Inc. based in Munster, IN, holding a Series 66 credential and 15 years of industry experience. Her prior work includes roles at Royal Alliance, Ausdal Financial Partners, and Wells Fargo Advisors. Outside of advisory work, she operates a tax preparation company and provides notary services for her clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and access to third-party money managers to construct portfolios across various asset classes.

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. His career background includes roles at LyondellBasell and Berry Plastics Corp. He maintains ongoing involvement with LyondellBasell alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.