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 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is an adjunct professor teaching investment and financial management at Valparaiso University and owns a family hunting lodge. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight.

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 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

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 the firm, she held positions at Walmart, Aurora University, and several other organizations. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining active and passive approaches, with ongoing due diligence and periodic rebalancing.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines advisory and broker-dealer capabilities with in-house trading and additional financial 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 with Fidelity, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Allstate Insurance. Outside of advising, he has seasonal work experience at Advanced Orthopedic & Spine Care, assisting with snow removal during winter months. Fidelity’s Strategic Advisers LLC serves a broad client base, providing investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and supports a range of registered investment companies and intermediary platforms.

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 a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held roles at 1st Source Bank and Brown Funeral Home & Cremation Services. Outside of advising, he is involved with the Blue Heron at Blackthorn Event Center in South Bend, IN. 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 and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Eric Isakson is a Chartered Financial Consultant (ChFC®) with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Eric holds the Series 66 license and is based in Chesterton, Indiana. 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 under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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.

Samantha Fife is a financial advisor with LPL Financial based in Michigan City, IN. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2024, she worked at 1st Source Bank for nine years, including roles as Assistant Branch Manager and Licensed Personal Banker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.