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.

Jeanette Girton is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves on the Board of Directors for the YMCA Foundation in Valparaiso, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide presence of financial advisors and branch offices.

Lindsay Mcgary is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. Mcgary has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Alec Rosario is a financial advisor with Edward Jones in La Porte, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Securities LLC, Centier Bank, and Cetera. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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.

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.