Donald Disteldorf is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2005 and Cetera Financial Specialists LLC since 1993. In addition to his advisory role, Disteldorf is the owner and president of Disteldorf, Ltd CPA's, an accounting and tax services firm, and serves as president of Compu-Train, Inc., a computer and software training company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party money managers.

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.

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.

Russell Fratto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at BMO Bank NA and BMO Harris Bank NA from 2009 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

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.

Heidi Mccarthy is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2016, alongside roles at First Financial Bank and Yellow Cardinal Brokerage Services. In addition to her advisory duties, she is involved in wealth management at First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Diana Nyman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in financial services. Her professional expertise includes estate investment planning, retirement planning, and qualified corporate retirement plan services. She holds several designations, including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Diana is licensed in securities and life insurance products, including Fixed and Variable Annuities. A native of Princeton, Illinois, Diana earned a Bachelor of Arts with a double major in Psychology and Sociology from Indiana University. She obtained her Series 7 and Series 66 licenses while employed with Merrill Lynch and achieved her CRPS designation in 2012. In 2017, she attained the Premier Advisor distinction within Wells Fargo Advisors. Diana actively participates in community organizations, including Duneland Rebuilding Together, the National Breast Cancer Coalition, Reach for Recovery of the American Cancer Society, and VNA Hospice of Northwest Indiana. As a breast cancer survivor, she is involved in patient support and advocacy through these groups. She previously served on boards for the Porter County Visiting Nurses Association, VNA Foundations, and Hospice Advisory Council. Diana also supports her two grown children in their higher education and life pursuits.

Sharon Edgerton 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 various JPMorgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Swingler is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has worked with Cetera Investment Services since 2004 and has a longstanding association with Centier Bank dating back to 1994. Outside of his advisory role, he participates as a pension committee member at ARC Bridges Inc. and evaluates student essays for a stock market educational program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors and serves a diverse 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 financial planning services, utilizing both affiliated and third-party managers across various program structures.

James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, providing access to affiliated and third-party managers via multiple program structures and custodial relationships.

James Weissman is a financial advisor at Cetera with 38 years of industry experience. His career includes long-term roles at Avantax Investment Services and Avantax Advisory Services, as well as involvement with Butterscotch Foxx LLC. Outside of advising, he is a Reiki Master-Teacher and participates in photography through his minority ownership in a small media business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Raul Gallardo Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JPMorgan Chase bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

James Peller serves as Senior Resident Director at Merrill, where he leads the Peller Koleff Team, a financial advisory group focused on assisting families, corporate executives, and small business owners with wealth management and retirement planning. The team helps clients address critical financial issues including portfolio management, retirement income strategies, philanthropic services, risk management, and trust and estate planning. James works closely with clients to develop customized plans that align with their personal goals, such as funding education, managing new wealth, legacy planning, and small business strategies. James is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Valparaiso High School and two bachelor's degrees from Purdue University. James emphasizes transparency and simplicity in his advisory approach, focusing on creating a collaborative and thoughtful experience for his clients. Outside of his professional work, James enjoys golfing, swimming, and traveling. He lives in Valparaiso, Indiana with his partner Jodie and their dog Jammer. He is involved in community support through organizations including the Crisis Center and Lakeshore PAWS.

Steven Swingler is a CFP® with five years of industry experience, currently advising clients through Cetera. His prior roles include positions at The Vanguard Group, Polaris Ventures, and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a large nationwide network of independent advisors.

Enailah Shaw is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, Inc., United Investors Life Insurance Company, and D.D.E. Partners, LLC, where she serves as Managing Partner. Outside of advisory work, she is a marketing consultant for Facets Of Touch Nail Salon. 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 wide range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.