Nathan Smith is a financial advisor with Fifth Third Securities, Inc. in Chesterton, IN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Fifth Third Securities since 2016, including prior roles at First Merchants Investment Services and Cetera. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, with a range of investment strategies overseen by Investment Advisor Representatives.

Connor Butler is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Carson Wealth and Atlas Copco. Connor studied at Wofford College from 2013 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary model portfolios combined with fundamental and technical analysis and ongoing fiduciary oversight.

Maggie Quick is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Samantha Pietruszynski is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Hightower Advisors since 2026, following eight years at HighTower Securities, LLC. Prior to her advisory career, she worked at Loras College in various roles from 2014 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Kristin Jackson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third parties.

Mark Anleitner is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC. He has worked at firms including J.P. Morgan Securities and Cetera Advisor Networks LLC. Outside of financial advising, he is involved in real estate development as a general contractor through Beyond Design LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.

William Wright is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Wheatfield Grain Company, Purdue University, and Bishop Dwenger High School. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.

Nicholas Kilburg is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Planning Partners, Cetera Wealth Services, and Global Wealth Strategies & Associates. Outside of financial advising, he is engaged in personal real estate investment. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach with mutual funds and ETFs tailored to client objectives and risk tolerance.

Jennifer Espinoza is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, she is a managing member of Next Level Balling, LLC, which organizes sporting tournaments and events. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with both in-house and third-party models, supported by an in-house trading desk and integrated custody services.

David Hill is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Brightway Wealth Management, and Wells Fargo Advisors Financial Network. Outside of his advisory work, he is the owner of Clad and Cordon Vineyard, a winery. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence and serving clients with complex investment needs and a wide array of management platforms.

David Haldeman is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial, Wells Fargo Advisors, and Suncast Corporation. In addition to his advisory work, he provides financial direction and insurance analysis through Brightway Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and a range of managed solutions, serving approximately $79.8 billion in assets under management.

Rebecca Grubb is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has one year of industry experience. She has been associated with Private Advisor Group since 2022 and also maintains a role at Harvest Financial Planning, LLC since 2015. Ms. Grubb operates under the business name Harvest Wealth Partners in conjunction with her advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary strategies, supported by proprietary and third-party investment platforms.

Mark Mccallum is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to joining CWM, he worked at KABAREC Financial Advisors Ltd and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach that utilizes model portfolios and various analytical tools.

Clifford Bryan III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and over 32 years of industry experience. He joined Benjamin F. Edwards in 2018 after working with Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he has served as an adjunct professor teaching investment and financial management at Valparaiso University. Benjamin F. Edwards & Company is an enterprise firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and institutions. The firm offers a variety of investment management strategies through discretionary and non-discretionary wrap programs, combining both internal and third-party models, and maintains custody and execution services through multiple channels.

William Norwood is a CFP® with 28 years of industry experience, currently serving as a financial advisor at CWM, LLC and KFA Partners, LLC since 2023. He previously worked at J.P. Morgan Securities from 2012 to 2023 and briefly with Cetera Advisor Networks in 2023. CWM, LLC is an SEC-registered investment adviser that serves a wide range of clients, including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and incorporating fundamental and technical analysis along with third-party sub-advisors and customization tools.

Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.

Robert Stephenson is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Fifth Third Securities. Outside of his advisory work, he owns Verdant Lea Farm LLC, a cattle and poultry farm in Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates municipal advisory registration with its affiliation to Fifth Third Bank.

Bennett Coulopoulos is a financial advisor at Fifth Third Securities, Inc. based in Valparaiso, Indiana, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2016 and Fifth Third Bank since 2014. Outside of his advisory role, he also sells personal items as an online retailer on eBay. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines bank affiliation with registered municipal advisory services.

Robert Kollar is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Benjamin F. Edwards & Co and Wells Fargo Advisors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.