Dakota Ross is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Ross worked at Centier Bank and PepsiCo. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to various third-party managers.

Jackson Schable is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2025. Prior to his financial services career, he held positions in retail and landscaping. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across multiple financial topics, with options to combine planning with managed-account programs under consolidated billing.

Sean Troy is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Allstate Insurance. Outside of advising, he has seasonal work experience at Advanced Orthopedic & Spine Care, assisting with snow removal during winter months. Fidelity’s Strategic Advisers LLC serves a broad client base, providing investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and supports a range of registered investment companies and intermediary platforms.

Teryn True Di Bona is a financial advisor at Edward Jones in Chesterton, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, Teryn worked at LifeLock by Symantec from 2012 to 2017. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Andrew Maar is a financial advisor with Thrivent Investment Management in Valparaiso, IN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Medicine and Simple Laboratories. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kylee Robertson is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has prior experience at Northwestern Mutual and Williams Eye Institute. 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 topics such as retirement, income tax, estate, and special needs planning, combining these plans with managed-account programs under a consolidated billing option called “WealthPlan.”

Daniel Reisen is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 designation and one year of experience. Before joining Edward Jones in 2024, he worked in education for Portage Township Schools and had roles in specialized hauling and live music entertainment. He performs live music occasionally at local venues. Edward Jones is a full-service wealth management firm serving a broad range of clients with a large nationwide network of advisors, offering various investment strategies and maintaining affiliated services including a trust company and mutual funds.

Jonah Besch is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Besch serves as a board member for Habitat for Humanity and Home Team Valpo, both nonprofit organizations focused on community housing initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority. The firm integrates planning with managed-account services through its WealthPlan option while maintaining a clear separation between the two.

Simon Coleman is a financial advisor with Cetera, holding a Series 66 license and six years of industry experience. He has worked at Cetera Investment Advisors LLC since 2020 and has held various positions in the financial services sector since 2016. Outside of his advisory role, Coleman volunteers as a soccer coach for Boone Grove Boys’ High School and serves as a successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, catering to a broad client base.

Joshua Kozel is a financial advisor with LPL Financial in Valparaiso, IN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in a business entity established for tax and investment purposes, Kozel Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Linda Stover is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. She has been with Ameriprise and its predecessor since 1988. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized reports through a centralized consulting team.

Esther Hill is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Isakson is a ChFC® and Series 66-designated financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2010. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Shane Karshner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Gregory Voetberg is a financial advisor with Ameriprise in Chesterton, IN, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he owns Arcadia Reports, LLC, which provides written financial plans for Ameriprise advisors. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sam Salameh is a financial advisor at Edward Jones in Hobart, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property in Lansing, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated products, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Timothy Holmes is a financial advisor with Edward Jones in Valparaiso, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has officiated high school athletic sporting events in Indiana for over 35 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

David Stowers is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes nearly three decades at Metlife Securities and a combined ten years at MassMutual Life Insurance and Mass Mutual Investors Services. Outside of his advisory role, he serves as an individual life and health agent and holds an officer position on a homeowners association board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by extensive research and portfolio management tools.

Robert Bober is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked at NIPSCO for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs supported by a large nationwide network of financial advisors and branch offices.

Whitney Trimble is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2023. 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 additional market-facing registrations and functions.