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 at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a business owner of an internet start-up, GABS Holding, LLC, which operates TransferTree.com, a platform specializing in comparing consumer revolving debt options. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by research from various sources.

Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.

Brice Wilde is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A., and KeyBank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Robert Bolton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Starbucks Coffee Company from 2007 to 2024. Outside of advising, he occasionally works as a mystery shopper, primarily reviewing quick-serve restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

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.

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.

Brian Laciak is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2016 and also manages Laciak Accountancy Group, P.C., which he founded in 2009. 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 advisers. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Diana Nyman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over two decades of experience in the financial advisory industry. She specializes in areas such as estate investment planning, retirement planning, qualified corporate retirement plan services, college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Diana holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Princeton, Illinois, Diana earned her Bachelor of Arts with a double major in Psychology and Sociology from Indiana University. She also obtained her Series 7, Series 66 licenses, and a license in Life Insurance, including Fixed and Variable Annuities. In 2012, she achieved the Chartered Retirement Plan Specialist™ designation. In 2017, she received the Premier Advisor distinction from Wells Fargo Advisors. Diana is actively involved in community service, including her participation with Duneland Rebuilding Together, the National Breast Cancer Coalition, Reach for Recovery through the American Cancer Society, and VNA Hospice of Northwest Indiana. As a breast cancer survivor, she consoles recently diagnosed breast cancer patients and engages in advocacy efforts related to breast cancer research funding and health care. She has also served on boards for the Porter County Visiting Nurses Association, VNA Foundations, and Hospice Advisory Council. Diana is a mother of two grown children, supporting their higher education and life goals.

Alan Swingler is a CFP® with 42 years of experience in the financial services industry. He has been with Cetera since 2014 and has worked at Cetera Investment Services since 2004. He also has over 30 years of experience at Centier Bank. Outside of his advisory role, he serves on the pension committee of ARC Bridges Inc. and volunteers by evaluating student essays for a stock market educational program. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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.

Craig Slosson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. Slosson serves as an appointed committee member of the City of Crown Point, Indiana Redevelopment Commission. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Adam Robertson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Schererville, Indiana. He has 10 years of industry experience, including prior roles at IMI Precision Engineering, Panduit, Robertson Food Group, and Lanco Group of Companies. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Thomas Dranger is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in several business ventures including co-owning Accelerant Business Services, LLC, which focuses on financial planning implementation and training, and serves as Treasurer on the Board of Directors for Expeditionary Overwatch. He also volunteers as Middle School Chair for the Chesterton Wrestling Club. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, supported by a centralized retirement-income consulting team.

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 at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, as well as Harris Investor Services, Inc. since 2006. Outside of his advisory role, he serves as a board member on the Town of Munster Nominating Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.