Laura Bertagnolli is a financial advisor at Stifel with 32 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2005. Bertagnolli holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

David Alonzo is a financial advisor with LPL Financial in Gary, Indiana, holding a Series 66 designation and 24 years of industry experience. His prior work includes Harris Investor Services, Inc. and Ifmg Securities, Inc. He serves as a board member on the Nominating Committee for the Town of Munster, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, supported by technology and a large network of advisors.

Jacob Lublow is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at UBS and BMO Bank and has a background that includes teaching at Purdue Northwest and Lincoln Way East High School. 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 services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research tools.

Hans Herr is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at Merrill, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. 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 advisory process combines quantitative and qualitative research and offers access to a range of investment strategies, including ESG frameworks.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Candace Lieber is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ameriprise, UBS Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Struble is a financial advisor at Stifel with Series 65 and Series 63 credentials and five years of industry experience. He has been with Stifel since 2020 and previously worked at Storage Solutions, Dish Network, and Sight and Sound Music Center. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Jake Gaines is a financial advisor with J.P. Morgan Securities in Dyer, Indiana, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, she worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to broader derivatives and commodities capabilities.

David Council is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Ameriprise and multiple divisions of Chase and J.P. Morgan since 2005. Council is based in St. John, Indiana. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework, supporting non-discretionary client decision-making.

Nathan Karras is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 65 registrations and bringing 55 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

Tyren Tornincasa is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, PNC Investments, and National Planning Corporation. Outside of his advisory work, he is licensed as an insurance agent and attends monthly meetings with a local iron workers union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Louis Cain is a financial advisor with Edward Jones in Schererville, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked in roles including religious education and fundraising with the Diocese of Gary and as a tour guide with Stella Maris Tours. He has also been involved with St. John the Evangelist and the Fellowship of Catholic University Students in previous years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a broad network of advisors and branch offices.

Jason Mitchell is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 credential and four years of industry experience. He has worked at Edward Jones since 2018 and also has long-term engagements with FBL Marketing Serv and United Farm Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

William Taratsas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Cetera and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. 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.

Gina Ribota is a financial advisor at Edward Jones in Crown Point, Indiana, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Centier Bank for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Alexander Koleff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving families by helping them preserve, grow, and pass on their wealth, working closely with clients who have developed successful careers or businesses and seek to establish a lasting legacy. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Alexander holds a Personal Investment Advisor (PIA) designation. He earned a Master's Degree from Indiana University and a Bachelor's Degree from Wilmington College. Outside of his professional role, Alexander enjoys golfing, spending time with his family, and playing table tennis.

Steven Mitcheltree is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2006. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence, offering recommendations limited to eligible strategies and incorporating an ESG eligibility framework.

Justin Foley is a Series 66-registered financial advisor with LPL Financial, based in Hammond, IN, and has 10 years of industry experience. He previously worked at First Midwest Bank and currently holds a wealth advisor role at Old National Bank. 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 investment solutions including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.