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 in Gary, Indiana, holding Series 63 and Series 66 credentials and 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 LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

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.

Mary Galvin is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. She also prepares tax returns using TurboTax software as an additional activity. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with access to multiple investment vehicles and third-party managers, utilizing proprietary tools for portfolio construction and management.

Nikolaos Pitsas is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brad Marker is a financial advisor with J.P. Morgan Securities in Crown Point, Indiana, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Raymond James Financial Services and Northwestern Mutual Investment Services, and is involved with the Crown Point Bulldog Hockey Club Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and applying an ESG eligibility framework in its recommendations.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Steven Smead is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is a PGA Golf Professional and provides golf instruction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Paul Shook is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2001. As a qualified Portfolio Manager, Paul provides traditional financial advice and guidance, as well as the discretionary management of customized investment strategies. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. He focuses on wealth management strategies tailored for business owners, professionals, and high net worth clients. Paul’s areas of expertise include retirement planning, education planning, equity and fixed income selection, portfolio management, tax minimization, and retirement income strategies. His approach involves a consultative and objective process to develop personalized plans suited to each client’s long-term financial goals, with an emphasis on managing risk throughout the implementation and monitoring phases. He utilizes the resources and research support available from Merrill Lynch to offer comprehensive services such as estate planning, liability management, and wealth management. Paul holds a bachelor’s degree in Music Engineering from the University of Miami, earned in 1982. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Paul enjoys gardening, hiking, music, and running.

Brock Naaman is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. His prior work includes roles outside of finance in the restaurant and service industries. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Isabella Kowalczyk is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Prior to joining LPL, she held various roles in retail and education sectors, including positions at Nordstrom and Indiana University. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Eric Mcdowell is a Series 66 licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies.

Chad Stooksbury is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and three years of industry experience. He also serves as a senior tax analyst at Cornerstone CPA LLC dba MidCoast Tax, focusing on individual and business tax preparation and consulting. His prior work history includes roles at Bethel Church and CliftonLarsonAllen. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Israel is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following 13 years at Edward Jones. Outside of his advisory role, he is the CEO and branch owner of GFI Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Maribel Kerstein is a financial advisor at Fidelity with 19 years of industry experience. Her career includes roles at JPMorgan Securities LLC and Chase Investment Services Corp. She holds Series 63 and Series 65 credentials. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 licenses and 31 years of experience. She has been with LPL Financial and its predecessor firm since 2003 and worked previously at LaSalle Financial Services, Inc. from 2001 to 2003. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Borkowski is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at TransUnion and KN Real Estate Investors. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Timothy Coleman is a financial advisor at Cetera with Series 65 and Series 66 credentials. He has been with Cetera and its related entity since 2026 and previously worked at Centier Retirement Plan Services and Centier Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional investors. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment options.