Mario Minotti is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Woodbury Financial Services for 15 years before joining Osaic in 2024. Outside of his advisory role, he is president of Mario P. Minotti Group, Inc., an insurance brokerage, and serves as a board member for the Galleria Property Owners Association and on the Broward Sheriff's Advisory Council. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk tolerance assessments, and access to third-party money managers.

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 who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Cetera since 2018 and has also been involved with Matthew Hunniford & Co, P.C., a CPA firm he has operated since 1990. Outside of his advisory work, he is a member of Stejurew, LLC, a commercial real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services with multiple program structures and a multi-manager platform approach.

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 and holds a Series 66 designation, bringing 28 years of industry experience. He has been associated with Cetera and its affiliated entities since 1998. Germick is also the owner of Hancock & Co., P.C., a CPA firm, and serves as treasurer of the Food Hangar Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment strategies, encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. 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 combines research-based investment strategies with a broad range of financial products and services.

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, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at LPL Financial since 2007 and was previously with New England Securities for four years. Outside of advising, he is involved in an internet start-up, GABS Holding, LLC, which focuses on comparing consumer revolving debt options, and he manages a family farm with his relatives. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, using model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

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. He holds Series 63 and Series 66 licenses and has three years of industry experience. His background includes roles at J.P. Morgan Securities, 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 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.