Malaquias Paez is a financial advisor with Fifth Third Securities, Inc. in Schererville, Indiana. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including 18 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and bank affiliation to provide a range of discretionary managed-account programs, featuring options like direct indexing and tax-overlay services.

Daniel Bakker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes roles at LPL Financial, Horace Mann Companies, and Charles Schwab & Co., Inc. In addition to his financial advisory career, he has maintained a longstanding role in direct sales with Vector Marketing Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions.

Peter Sarbieski is a financial advisor at Fifth Third Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Lukas Duffy is a CFP® with four years of industry experience currently advising at Hightower Advisors. His prior professional background includes roles at OSAIC and Woodbury Financial Services Inc., among others. Lukas also served in the United States Army from 2015 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Gregory Worcester is a CFP® professional with 24 years of experience in financial services. He is currently a partner and financial professional at KFA Partners, LLC and associated with CWM, LLC and Carson Wealth. His prior experience includes roles at Gem Financial Advisors, LPL Financial, Cetera Advisor Networks, and others. He also holds a role as an insurance agent selling life insurance, fixed annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Nayelli Sanchez is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning her industry career in 2025. Her prior work experience includes roles at Walmart, Aurora University, and other organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment and financial planning services through fee-based wrap programs and manages strategies using both internal and third-party managers.

Norman Berman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Berman has been with Fifth Third Securities and its parent company since 2008. Fifth Third Securities, Inc. 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 options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and banking affiliation.

Jill Gosz is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with CWM, LLC and has previously worked at Carson Wealth, Cetera Advisor Networks, and JP Morgan Securities LLC. In addition to her advisory role, she is licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Timothy Scannell is a financial advisor at Hightower Advisors with 40 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. He holds Series 63 and Series 65 credentials and is based in Valparaiso, IN. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Brian Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial, Independent Financial Partners, Harvest Financial Planning, and Concourse Financial Group Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing advice through third-party managers and wrap programs.

Jeffrey Fernandez Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and institutions, offering fee-based wrap programs, financial planning, and investment management consulting. The firm uses a range of investment strategies managed internally and through third-party managers, with portfolios monitored by an Investment Strategy Committee.

Megan Richter is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She has worked previously at U.S. Bancorp Investments, Inc. and J.P. Morgan Securities. In addition to her advisory role, she owns a travel services business and serves as a limited-term lecturer at Purdue University Northwest. Key Investment Services LLC serves individuals, trusts, estates, and businesses through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection with ongoing monitoring and performs due diligence on third-party advisory products.

Zachary Albers is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Gregory Farrall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2010. Farrall is involved with LTCI Partners LLC, focusing on fixed long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 research and various portfolio strategies.

Michael Marshall is a Series 66-credentialed financial advisor at LPL Financial with eight years of industry experience. His prior work includes roles at Oak Partners, Inc. and Liberty Mutual Insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Mark Baker is a financial advisor with Thrivent Investment Management in Valparaiso, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

David Gorecki II is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, including time at Fidelity Brokerage Services LLC and prior experience at Woodbury Financial Services Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its formal advisory roles to multiple registered investment companies and use of AI-driven research methodologies.

Matthew Harvey is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Treasurer and a board member of the Valparaiso Country Club. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable investors. The firm offers integrated brokerage and advisory services with varied investment platforms and employs tools such as asset allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Steven Underwood is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2002. 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.

Timothy O'Brien is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. 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 strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.