Jason Topp is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-owns ToppCo Inc., which holds his wife's photography business, and he writes occasional articles on faith and finance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Joseph Porter is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments Inc. and Trinity Hospital, as well as long-term service with the Chicago Fire Department. Outside of finance, he owns and operates Chicago Shores Charters LLC as a U.S. Coast Guard Captain. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and select separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Tira Clement is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 11 years of industry experience. Her prior experience includes roles at Equity Services Inc, National Life Group, and American Community Bank of Indiana. Outside of her advisory work, she serves as president of the WCHS Alumni Association and the Crown Point chapter of BNI, and is a board member of the North Newton Life Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Lee Jones is a financial advisor with Primerica Advisors in Evergreen Park, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at PFS Investments Inc. and a long tenure with the US Postal Service. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model recommendations managed by unaffiliated asset managers.

Cardell Mccollum is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutional clients, and organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Thomas Picchi is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Northpoint Financial Group, Woodbury Financial Services Inc, and currently serves as a wealth advisor at OSAIC. Outside of his advisory role, he is president of TKP Consulting Ltd, an S corporation through which he manages his business expenses. OSAIC serves a broad mix of clients, including retail and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Grant Schaap is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Martin Terry is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Teachers Credit Union, CUNA Brokerage Services, Creative Financial Designs, and Wells Fargo Clearing. Outside of his advisory work, Martin owns two local businesses: a lawn mowing service and a courier company. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Cara Sadowski is a financial advisor at Stifel in Crown Point, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel in 2023, she worked at Peoples Bank for nine years. She is also a Notary Public in Indiana. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides episodic fee-based financial planning without automatic ongoing monitoring.

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.

Eileen Carrero is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been associated with Cetera since 2003 and also operates Eileen Carerro Financial Services, LLC, which offers tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing upwards of $256 billion in assets.

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 29 years of industry experience. He has been with Cetera since 2018 and also operates Matthew Hunniford & Co, P.C., a CPA firm established in 1990. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management.

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.