Jonathan Spoolstra is a CFP®-designated financial advisor at NewEdge Advisors with 14 years of industry experience. Prior to joining NewEdge Advisors, he spent 14 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as the treasurer and a board member of Providence Christian Academy, a classical Christian school, where he assists with budgeting, policy development, and curriculum decisions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining centralized due diligence with technology tools to support both advisors and clients.

Jack Keller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Citigroup Global Markets, and Raymond James Financial Services. Keller is based in Valparaiso, Indiana. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Jayson Johnson is a CFP® professional with one year of industry experience, currently affiliated with Private Advisor Group, LLC. He operates under the business name Harvest Wealth Partners, providing investment advice within the firm. Prior to his advisory role, Mr. Johnson’s work background includes positions at Hatton Landscapes, Chick-Fil-A, and Valparaiso University. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, often implementing strategies through third-party managers and technology platforms.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Fidelity Brokerage Services, and Uvest Financial Services Group, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers diverse advisory programs and financial services supported by both proprietary strategies and third-party models.

Connor Butler is a financial advisor with Carson Wealth, holding a Series 65 designation and four years of industry experience. He has worked at CWM, LLC and Carson Wealth since 2021 and previously held a position at Atlas Copco from 2017 to 2021. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee.

Maggie Quick is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and Ameriprise. She has been with Fifth Third Securities since 2007. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Samantha Pietruszynski is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Hightower Advisors since 2026, following eight years at HighTower Securities, LLC. Prior to her advisory career, she worked at Loras College in various roles from 2014 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Mark Anleitner is a CFP® professional with over 23 years of industry experience, currently serving as an advisor at Carson Wealth. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his financial advisory work, he is involved in real estate development as a general contractor through Beyond Design LLC. CWM, LLC, the enterprise platform he operates under, manages approximately $50.6 billion via a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

William Wright is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Wheatfield Grain Company, Purdue University, and Bishop Dwenger High School. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Matthew Mcguirl is a CFP® professional with 12 years of industry experience. He currently works at NewEdge Advisors and previously spent 12 years at Thrivent Investment Management and Thrivent Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support both advisors and clients.

Nicholas Kilburg is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Planning Partners, Cetera Wealth Services, and Global Wealth Strategies & Associates. Outside of financial advising, he is engaged in personal real estate investment. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach with mutual funds and ETFs tailored to client objectives and risk tolerance.

Kevin Johnson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Hightower Advisors, and Advanced Equities, Inc. Outside of his advisory role, he serves as a guardian for his daughter. 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, combining proprietary and third-party investment strategies.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Private Advisor Group, Harvest Financial Partners, and LPL Financial, and previously was associated with Victoria Supply, Inc. He is also a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Rebecca Grubb is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has one year of industry experience. She has been associated with Private Advisor Group since 2022 and also maintains a role at Harvest Financial Planning, LLC since 2015. Ms. Grubb operates under the business name Harvest Wealth Partners in conjunction with her advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary strategies, supported by proprietary and third-party investment platforms.

Mark Mccallum is a CFP® with 16 years of experience in financial services, currently advising at Carson Wealth. His career includes roles at CWM, LLC, KABAREC Financial Advisors Ltd, BMO Harris Financial Advisors, Charles Schwab, and Morgan Stanley. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

David Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. in Crown Point, Indiana, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has no notable outside activities reported. 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 a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions featuring proprietary strategies and third-party models.

Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Dehaan is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Dehaan has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio management strategies and serving both high-net-worth individuals and business entities.