Samantha Fife is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. She previously worked at Fifth Third Bank and currently serves as an assistant branch manager and licensed personal banker at 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Sarah Brown is a CFP® and Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as president of the Timber Ridge Homeowners Association in La Porte, IN, and manages a camper rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Don Lewis is a financial advisor with J.P. Morgan Securities in Michigan City, IN, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Anderson is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Alexander Nisle is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Horizon Bank, and Ameritrack Railroad. Nisle is based in Michigan City, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jess Denger is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendall Snider is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Mr. Snider worked at AT&T for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.

Taylor Bongiovanni is a financial advisor with Fidelity Investments in Michigan City, IN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Fidelity, Taylor held positions at various firms including United Technologies Aerospace Systems and Capital City Wealth Management. Taylor is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Stephen Brady is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation, OneAmerica Securities, American United Life, and Heritage Advisory Group. Brady also serves as an insurance agent at Heritage Advisory and Insurance Group, where he offers accident, health, disability, fixed annuities, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Julia Kretlow is a CFP® certificant and Series 66 licensee with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Copper Beech Townhomes and was employed at Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Michael Kopec is a financial advisor with Edward Jones in Michigan City, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Kopec is the owner of an event hall in Cedar Lake, IN, and serves as an assistant offensive line football coach at Hanover Central High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of investment strategies and offers affiliated capabilities including a trust company and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Christopher Skibinski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Thomas Dranger is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in several business ventures including co-owning Accelerant Business Services, LLC, which focuses on financial planning implementation and training, and serves as Treasurer on the Board of Directors for Expeditionary Overwatch. He also volunteers as Middle School Chair for the Chesterton Wrestling Club. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, supported by a centralized retirement-income consulting team.

Frank Martin is a CFP®-designated financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform incorporating model portfolios, third-party asset management, and institutional solutions.

Patrick Spence is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. He previously worked at 1st Source Bank from 2014 to 2017 before joining Edward Jones. Outside of advising, he is involved in farming and youth sports, serving as president and coach for a travel baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Gregory Chona is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, MSI Financial Services, Raymond James Financial Services, Merrill, and other firms. Outside of his advisory role, he serves as secondary power of attorney and trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs delivered through proprietary and third-party managers.

Devon Mulligan is a CFP®-certified financial advisor with Edward Jones, based in Chesterton, IN, and has 12 years of industry experience. He has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Justin Stevens is a financial advisor with Edward Jones in La Porte, Indiana. He holds the Series 66 designation and has one year of industry experience, including prior roles with Michigan City Municipal Golf Course and Michigan City Area Schools. Outside of his advisory work, Stevens owns and operates Jus' Golf Learning Lab, a golf instruction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.