Jason Bontrager is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Valic Financial Advisors since 2001 and is also an agent for AGIA, selling non-security insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Clifford Bryan III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of advising, he is the owner of a family-owned hunting lodge and has served as an adjunct professor teaching investment and financial management at Valparaiso University. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as advisory programs, financial planning, and managed investment solutions that utilize both proprietary strategies and third-party models.

Courtenay Lavigne is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she is involved in marketing for Something from Nothing LLC, a business that developed a step attachment for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Malaquias Paez is a financial advisor with Fifth Third Securities, Inc. in Schererville, Indiana. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including 18 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and bank affiliation to provide a range of discretionary managed-account programs, featuring options like direct indexing and tax-overlay services.

Peter Sarbieski is a financial advisor at Fifth Third Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2008, with prior experience at Chase Investment Services, Banc One Securities, and Ameriprise. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Nayelli Sanchez is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, she held roles at The Region Outlaws, Walmart, Aurora University, Old Navy, Wendy's, and Elgin High School. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting.

Norman Berman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Berman has been with Fifth Third Securities and its parent company since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and banking affiliation.

Evan Lancaster is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies.

Jeffrey Fernandez Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. He has held positions at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fernandez holds Series 63 and Series 65 credentials. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Kasey Kozlowski is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Valic Financial Advisors, Kasey worked at firms including Edward Jones, J.P. Morgan Securities LLC, and National Life Group. Kasey is also an insurance agent affiliated with Agia, providing non-securities insurance products on a limited basis. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and implements discretionary unified managed accounts with an emphasis on model-based solutions and comprehensive risk management.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Jeanette Girton is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Board of Directors for the YMCA Foundation in Valparaiso, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide presence of financial advisors and branch offices.

Lindsay Mcgary is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. Mcgary has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Sean Troy is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Outside of financial services, he has worked seasonally as a janitor and snow removal assistant at Advanced Orthopedic & Spine Care. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Teryn True Di Bona is a financial advisor at Edward Jones in Chesterton, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, Teryn worked at LifeLock by Symantec from 2012 to 2017. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Drew Mikel is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, he worked at 1st Source Bank and has experience in other fields including funeral home services and education. Outside of his advisory role, he is involved with a funeral home and an event center, both as outside employment. 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 that include financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and operational tools.

Eric Isakson is a ChFC® and Series 66-designated financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gregory Voetberg is a financial advisor with Ameriprise in Chesterton, IN, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he owns Arcadia Reports, LLC, which provides written financial plans for Ameriprise advisors. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.