Gavin Gescheidler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Third Coast Group as well as experience outside finance at Indiana University Northwest and Thomas Kia of Highland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a broad range of planning topics without discretionary trading authority. The firm allows clients to combine planning services with managed accounts through a consolidated billing option while maintaining the services separately.

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation, retirement, insurance, and estate planning analyses.

Colton Hill is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Valparaiso University and the American Academy of Pediatrics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tome Salkovski is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. Salkovski holds Series 63 and Series 66 licenses and is based in Crown Point, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both discretionary and non-discretionary management approaches.

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and has been self-employed with Vexint Co. since 1997. Outside of his advisory role, he engages in rideshare driving on a part-time basis. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Simon Coleman is a financial advisor with Cetera, holding a Series 66 license and six years of industry experience. He has worked at Cetera Investment Advisors LLC since 2020 and has held various positions in the financial services sector since 2016. Outside of his advisory role, Coleman volunteers as a soccer coach for Boone Grove Boys’ High School and serves as a successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, catering to a broad client base.

Alexea Martin is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 designations. Alexea has been with Thrivent since 2025 and has prior work experience in the restaurant industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Terrence Michalik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations.

Stephanie Bailey is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies.

David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

Timothy Swallers is a financial advisor with Edward Jones in Crown Point, Indiana, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as vice-president of the LOFS Softball Board, president of the LOFS Men’s Golf Association, and secretary of the St. John Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

David Capitan is a financial advisor with LPL Financial in Crown Point, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at BMO Harris Financial Advisors since 2014 and at BMO Harris Bank since 2013. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Steven Morzy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2022, with prior roles at New York Life, Rosemary Lane LLC, and in plumbing companies. Outside of advising, he is a silent partner and co-owner of Rosemary Lane LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Michael Ulanowski is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and with 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2004. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Larry Gulotta is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 66 licenses. His other activities include leasing membership affiliations with the Chicago Board of Trade. Stifel serves a diverse client base, including individuals, institutional clients, and governmental entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.