Robert Stephenson is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Fifth Third Securities. Outside of his advisory work, he owns Verdant Lea Farm LLC, a cattle and poultry farm in Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates municipal advisory registration with its affiliation to Fifth Third Bank.

Bennett Coulopoulos is a financial advisor at Fifth Third Securities, Inc. based in Valparaiso, Indiana, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2016 and Fifth Third Bank since 2014. Outside of his advisory role, he also sells personal items as an online retailer on eBay. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines bank affiliation with registered municipal advisory services.

Robert Kollar is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Benjamin F. Edwards & Co and Wells Fargo Advisors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Malaquias Paez is a financial advisor with Fifth Third Securities, Inc. in Schererville, Indiana. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including 18 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and bank affiliation to provide a range of discretionary managed-account programs, featuring options like direct indexing and tax-overlay services.

Daniel Bakker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes roles at LPL Financial, Horace Mann Companies, and Charles Schwab & Co., Inc. In addition to his financial advisory career, he has maintained a longstanding role in direct sales with Vector Marketing Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions.

Peter Sarbieski is a financial advisor at Fifth Third Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2008, with prior experience at Chase Investment Services, Banc One Securities, and Ameriprise. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lukas Duffy is a CFP® with four years of industry experience currently advising at Hightower Advisors. His prior professional background includes roles at OSAIC and Woodbury Financial Services Inc., among others. Lukas also served in the United States Army from 2015 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Michael Gordon is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at True Wealth Advising, Edward Jones, Bank of America, and Merrill. Outside of his advisory role, he serves as the executor of the Esther Mae Henning estate. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and provides both discretionary and non-discretionary client programs.

Gregory Worcester is a CFP® professional with 24 years of experience in financial services. He is currently a partner and financial professional at KFA Partners, LLC and associated with CWM, LLC and Carson Wealth. His prior experience includes roles at Gem Financial Advisors, LPL Financial, Cetera Advisor Networks, and others. He also holds a role as an insurance agent selling life insurance, fixed annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Eric Speer is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equity Services, he worked at W&S Brokerage Services, Inc. and National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nayelli Sanchez is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, she held roles at The Region Outlaws, Walmart, Aurora University, Old Navy, Wendy's, and Elgin High School. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting.

Jillian Kucik is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations, and has 15 years of industry experience. Her background includes roles at AGIA, BANK of AMERICA, N.A., Merrill, and Structured Realty Group, LLC. In addition to her advisory work, she is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and incorporating technology-driven model solutions.

Norman Berman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Berman has been with Fifth Third Securities and its parent company since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and banking affiliation.

Jill Gosz is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with CWM, LLC and has previously worked at Carson Wealth, Cetera Advisor Networks, and JP Morgan Securities LLC. In addition to her advisory role, she is licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Timothy Scannell is a financial advisor at Hightower Advisors with 40 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. He holds Series 63 and Series 65 credentials and is based in Valparaiso, IN. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Brian Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial, Independent Financial Partners, Harvest Financial Planning, and Concourse Financial Group Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing advice through third-party managers and wrap programs.

Jeffrey Fernandez Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. He has held positions at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fernandez holds Series 63 and Series 65 credentials. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Megan Richter is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and U.S. Bancorp Investments. Outside of advising, she owns and operates a travel services business and serves as a limited-term lecturer at Purdue University Northwest. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and offers various wrap programs alongside custodial and insurance services.

William Pettit is a financial advisor with Equity Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he worked at several firms including National Life Group and Lakeshore Financial Group, and he has a background that includes multiple roles at DePauw University. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and operates as both a broker-dealer and an SEC-registered investment adviser.

Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.