Paul Franco is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya since 2016. Franco also serves as an adjunct instructor at Calumet College of St. Joseph, where he has taught business and psychology courses since 1989. In addition to his advisory role, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a predominance of non-discretionary advisory relationships.

Daniel Bakker is a CFP® with six years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He has held roles at LPL Financial, Horace Mann Companies, Charles Schwab, and Davis and Wallman Financial among others. Outside of advisory work, he has been involved with Vector Marketing Corporation, a direct sales business for Cutco Knives, since 2014. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of investment strategies and third-party asset management platforms.

Adam Paulson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Fidelity Investments. Outside of advising, he is involved in software development through ZERO TO ONE, LLC and consults for BuildWise Solutions, LLC, a building materials manufacturer. Mariner Wealth Advisors serves a diverse client base, including individuals, institutions, and trusts, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax and administrative solutions uncommon at its enterprise scale.

Michael Gordon is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at True Wealth Advising, Edward Jones, Bank of America, and Merrill. Outside of his advisory role, he serves as the executor of the Esther Mae Henning estate. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and provides both discretionary and non-discretionary client programs.

Nathaniel Barnette is a CFP® with four years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and AT&T. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Eric Speer is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Equity Services, Inc., his background includes roles at National Life Group and W&S Brokerage Services, Inc. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Erika Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of model strategies and portfolios managed internally and by third parties, supported by a large team of advisors and significant assets under management.

Brian Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Private Advisor Group since 2018 and previously at LPL Financial, Independent Financial Partners, and Harvest Financial Planning LLC. Smith also operates BLS Consulting, Inc., a tax-related business entity for investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supported by a network of investment adviser representatives and multiple analytical investment approaches.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. 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 third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.

William Pettit is a financial advisor at Equity Services, Inc. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equity Services, he held positions at National Life Group and several other firms, and he has experience working in educational settings including DePauw University and local schools in Crown Point, IN. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Danny Nestorovski is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with VALIC since 2002. Outside of his advisory role, he serves as the head coach for a junior varsity girls soccer team and assistant coach for a varsity girls soccer team. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Christopher Dilts is a CFP® professional with 44 years of industry experience, currently serving at MassMutual Investors Services since 2000. He also owns and operates M.A. Dilts & Associates, Inc., a firm specializing in life and health insurance as well as employee benefit consulting. Additionally, he has served on the board of Lake County Parks & Recreation since 2001. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, and charitable organizations, offering a range of solutions including asset management and employer-sponsored planning programs.

Joseph Lauer is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he spent 18 years at The Northern Trust. Stifel serves a broad 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Mary Haluska is a financial advisor with Ameriprise in Crown Point, Indiana, holding the Series 63 designation and 39 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 15 years from 2005 to 2020. Outside of advising, she has business ownership activities unrelated to investments. Ameriprise provides retirement-income planning primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with various J.P. Morgan entities since 2015. Outside of finance, he previously operated MJ Photography of NWI LLC from 2009 to 2018. J.P. Morgan Securities 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 in its investment approach.

Gina Van Baren is a financial advisor with Ameriprise in Merrillville, IN, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. prior to joining Ameriprise. Van Baren is also involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware strategies and ongoing advice.

David Ray is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options supported by research and model portfolios.