Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Clinton Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at SII Investments, Inc. for 13 years before joining LPL Financial in 2018. Outside of his advisory role, he serves as a JV baseball coach for Valparaiso Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Alexea Martin is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 designations. Alexea has been with Thrivent since 2025 and has prior work experience in the restaurant industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Terrence Michalik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations.

Ljubica Bresjanac is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2015, initially working at Ameriprise Financial before continuing with Ameriprise. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Stephanie Bailey is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies.

David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

Michael Hadt is a Series 66-registered financial advisor at LPL Financial with 16 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. In addition to his advisory role, he entered into an agreement in 2016 to acquire the rights and privileges of another advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Gerardo Del Real is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and 1st Source Bank prior to joining Cetera. Del Real is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Timothy Swallers is a financial advisor with Edward Jones in Crown Point, Indiana, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as vice-president of the LOFS Softball Board, president of the LOFS Men’s Golf Association, and secretary of the St. John Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Brad Harber is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing several investment-related rental properties and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Pamela Borrmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and also has a concurrent role at Centier Bank dating back to 2002. Pamela is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a large network of advisors nationwide.

Jeannie Ilievski is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fidelity Investments and TIAA-CREF. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Capitan is a financial advisor with LPL Financial in Crown Point, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at BMO Harris Financial Advisors since 2014 and at BMO Harris Bank since 2013. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Steven Morzy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2022, with prior roles at New York Life, Rosemary Lane LLC, and in plumbing companies. Outside of advising, he is a silent partner and co-owner of Rosemary Lane LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.