Mark Lazart is a financial advisor with Stifel in Crown Point, Indiana, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is an owner of Valennti & Lazart LLC, a non-investment business entity. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions to support asset allocation and financial planning.

Jeffery Hadt is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His career background includes roles at LyondellBasell and Berry Plastics Corp. He maintains ongoing involvement with LyondellBasell alongside his advisory work. 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, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Douglas Elliott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

John Larson is a ChFC®-designated financial advisor with Ameriprise in Crown Point, Indiana, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Konnor Burk is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at Duncan-Williams Inc. and Banded Holdings Inc., and has additional experience in education and entrepreneurial ventures, including roles at the University of Memphis, Tipton-Rosemark Academy, and operating Excellent Edges Lawn Care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Lynnea Kutcka is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Outside of her advisory role, she is involved as a trustee under a family trust agreement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing proprietary research, third-party subadvisors, and various portfolio management strategies.

Samuel Shaw is a financial advisor with LPL Financial based in Valparaiso, IN, holding CFP® and Series 66 designations and seven years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through his independent firm, R.B. Smith Co. Inc. from 2020 onward. 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, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Laciak is a financial advisor with LPL Financial in Valparaiso, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at OneAmerica Securities, Inc. and American United Life from 2005 to 2017. He is also the principal of Laciak Accountancy Group, PC, a CPA practice he has operated since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and advanced technologies.

Morgan Meschede is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and Harvey Wealth Management. He holds a notary position with Harvey Wealth Management, where he notarizes client documents. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diverse portfolios across multiple investment types.

Matthew Baker is a financial advisor with Osaic Wealth, Inc. in Munster, Indiana, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years. Baker is also president and CEO of a financial planning and fixed insurance business focused on annuities, life insurance, and related services, and he has over 20 years of experience in tax preparation through his work as an accountant. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management platforms.

Todd Bertrand is a financial advisor with Wells Fargo Clearing in Merrillville, Indiana, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jeffrey Ryan is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has been with Cetera Advisors LLC since 2014 and also serves as an advisory representative for Ergawealth Advisors, Inc. Outside of his role at Cetera, he owns Ryan Investment Management, an S corporation focused on financial planning and asset management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to various program structures and third-party money managers.

Kristen Fuller is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2012 and Pruco Securities, LLC from 2010 to 2024. Fuller is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through a combination of advisory and brokerage channels.

Jeffrey Torok is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones from 2016 to 2023. Outside of his advisory roles, he officiates high school girls and boys basketball. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Joseph O'Keefe is a CFP® with 39 years of industry experience, currently advising clients at Ameriprise since 2020, after 15 years with Ameriprise Financial Services, Inc. He serves on the boards of NPH USA and the Epsilon Beta Alumni Corporation, and participates in the finance council of St. Mary's Church and school. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.