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Christopher J

Series 63, Series 66

Crown Point, IN

Cambridge Investment Research Advisors

Christopher Janota is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and also operates Envoy Wealth Management LLC. Janota serves on the boards of the Park Forest Historical Society and Act of Grace, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Douglas B

Series 63

Crown Point, IN

Ameriprise

Douglas Buuck is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he is involved in several business activities including ownership interests in a real estate holding company and an operating company for a group of advisors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Donna M

Series 63, Series 65

DeMotte, IN

Thrivent Investment Management

Donna Martin is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent, she spent ten years with Kankakee Valley School Corporation. Outside of her advisory role, Martin provides math tutoring and seasonal swimming instruction for children. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic planning and managed-account programs through its network of financial advisors.

Business ownership considerations
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Ramie H

Series 65, Series 63

Crown Point, IN

Cetera

Ramie Halloway is a financial advisor at Cetera with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax Advisory Services and Strategize Wealth Management Group. Outside of advisory roles, he is involved in tax preparation through Strategize Tax LLC and has experience in insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated 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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Jacob O

Series 66

Crown Point, IN

Ameriprise

Jacob Oostman is a financial advisor at Ameriprise with one year of industry experience. He previously worked in venture capital at ground game Venture Capital and has a background that includes roles at Wabash College and in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing planning 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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Margaret R

Series 63, Series 65

Crown Point, IN

Mass Mutual Investors Services

Margaret Reister is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2000. In addition to her advisory role, she is also licensed as a life, health, and group health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services with an emphasis on collaborative, goal-focused client relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Bobi C

Series 66

Crown Point, IN

LPL Financial

Bobi Celeski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Celeski had various roles including positions at Indiana Elite FC and multiple soccer clubs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Alfonso A

Series 63, Series 65

Crown Point, IN

Cetera

Alfonso Avila Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cetera since 2004 and has held roles at Centier Bank and the U.S. Naval Reserve since the early 2000s. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

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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James V

Series 63, Series 65

Crown Point, IN

STIFEL

James Vellutini is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. In addition to his advisory work, he has been involved with Kta Martial Arts since 1994. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Cara S

Series 66

Crown Point, IN

STIFEL

Cara Sadowski is a financial advisor at Stifel in Crown Point, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel in 2023, she worked at Peoples Bank for nine years. She is also a Notary Public in Indiana. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides episodic fee-based financial planning without automatic ongoing monitoring.

General retirement planning Income planning
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Michael J

Series 66

Saint John, IN

Edward Jones

Michael Jonas is a Series 66-licensed financial advisor with Edward Jones, based in Saint John, Indiana. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as an umpire for the St. John Girls Softball league. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kent H

Series 63, Series 66

Crown Point, IN

STIFEL

Kent Huntoon is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to inform their investment decisions.

General retirement planning Income planning
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Logan D

Series 66

Crown Point, IN

Edward Jones

Logan Dexter is a Series 66-licensed financial advisor with Edward Jones in Crown Point, Indiana, bringing seven years of industry experience. He has been with Edward Jones since 2019 and has previous experience at Co-Alliance and Purdue University. Outside of advising, Dexter is involved in property management through ownership of Dexter Properties 2 LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive retail advisor network and affiliated services such as a trust company and securities-based lending.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Donna L

Series 63, Series 65

Cedar Lake, IN

Cetera

Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.

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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Sara G

Series 66

Crown Point, IN

Ameriprise

Sara Green is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Purdue University Northwest for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning 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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Robert W

Series 66

Beecher, IL

Cetera

Robert Walker is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, The Federal Savings Bank, and several regional banks. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary program options.

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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Craig S

Series 63, Series 65

Crown Point, IN

STIFEL

Craig Slosson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. Slosson serves as an appointed committee member of the City of Crown Point, Indiana Redevelopment Commission. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Laura B

Series 63, Series 65

Crown Point, IN

STIFEL

Laura Bertagnolli is a financial advisor at Stifel with 32 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2005. Bertagnolli holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

General retirement planning Income planning
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Jacob L

Series 66

Crown Point, IN

LPL Financial

Jacob Lublow is a Series 66-credentialed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial, he worked at UBS for four years and has additional experience at BMO Bank. His background also includes roles at Purdue Northwest and Lincoln Way East Highschool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources, including LPL Research and third-party subadvisors.

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

Series 65, Series 63

Crown Point, IN

STIFEL

Joshua Struble is a financial advisor at Stifel with five years of industry experience. He holds Series 65 and Series 63 designations and has worked at Stifel since 2020. His prior work experience includes roles at Storage Solutions, Dish Network, and Sight and Sound Music Center. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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