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Maria A

Series 63, Series 66

Crete, IL

Edward Jones

Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Mitchell M

Series 66

Demotte, IN

Edward Jones

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Todd F

Series 66

Merrillville, IN

OSAIC

Todd Fincannon is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. He is also a partner at The Hicko CPA Group, PC, where he provides tax preparation and accounting services, and operates Producers Resources Inc., a fixed life insurance sales sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using a range of portfolio construction tools and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob W

Series 65, Series 63

Merrillville, IN

Cetera

Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses. He began his career in 2025 and has experience offering financial products and planning services. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services with options for model portfolios, third-party managers, and custom strategies across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chase L

Series 65, Series 63

Merrillville, IN

Cetera

Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OneAmerica Securities and American United Life prior to joining Cetera. Outside of his advisory role, he serves as vice chairman of the board of directors for the Franciscan Health Foundation and is a board member of Schererville Civic Funds, in addition to providing notary services. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephanie H

Series 66

Crown Point, IN

LPL Financial

Stephanie Hescher is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Partners and Shear Magic. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Diana S

Series 63, Series 65

Merrillville, IN

Ameriprise

Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Norma S

Series 63, Series 65

Demotte, IN

OSAIC

Norma Sims is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and JP Morgan Chase Bank. Sims is active in her community, volunteering with Rotary International and Junior Achievement, and participating in local nonprofit and scholarship committees. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party management solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William G

Series 63, Series 65

Demotte, IN

Cetera

William Guisinger is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at PNC Investments and Centier Bank. He serves as a board member of the Kankakee Valley Educational Foundation and participates in several local community and educational organizations, including the Demotte-KV Rotary Club and the Jasper Newton Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering access to multiple portfolio management options and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Samantha C

Series 66

Crown Point, IN

Ameriprise

Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alicia A

Series 63, Series 65

Merrillville, IN

Wells Fargo Clearing

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Retired Founder/Business Owner
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Kelly M

Series 66

Merrillville, IN

Wells Fargo Clearing

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Randall G

Series 63, Series 66

Merrillville, IN

Cetera

Randall Goss is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Thrivent Financial, Bank of America, and New York Life Insurance Company. Outside of his advisory work, he serves as Director of Softball for the Lincoln Way Vipers Baseball Softball Academy, a youth training organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gavin G

Series 66

Crown Point, IN

Thrivent Investment Management

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.

Business ownership considerations
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Cameron M

Series 66

Merrillville, IN

Ameriprise

Cameron Meade is a financial advisor with Ameriprise, holding a Series 66 designation and starting his advisory career in 2024. Prior to joining Ameriprise, he was associated with Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cindy R

Series 66

Crown Point, IN

STIFEL

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.

General retirement planning Income planning
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Colton H

CFP®, Series 66

Crown Point, IN

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Liquidity event planning Business ownership considerations Business succession planning Founder/Business Owner
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Michael V

Series 63, Series 66

St. John, IN

LPL Financial

Michael Vera is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Tome S

Series 63, Series 66

Crown Point, IN

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Sean C

Series 63, Series 66

Crete, IL

LPL Financial

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.

College savings (529s, UTMA, etc.)
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