Nathan Karras is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 65 registrations and bringing 55 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

Tyren Tornincasa is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 and Series 63 credentials and has worked previously at Bank of America, Merrill, PNC Investments, and the National Planning Corporation. Outside of advising, Tornincasa is an insurance agent licensed to sell life, health, disability, long-term care insurance, and annuities, and he is affiliated with a local ironworkers union in Forest Park, Illinois. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, supporting multiple program structures and custodial relationships with over $256 billion in assets under management.

Gina Ribota is a financial advisor at Edward Jones in Crown Point, Indiana, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Centier Bank for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Brad Marker is a financial advisor with J.P. Morgan Securities in Crown Point, Indiana, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Raymond James Financial Services and Northwestern Mutual Investment Services, and is involved with the Crown Point Bulldog Hockey Club Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and applying an ESG eligibility framework in its recommendations.

Steven Smead is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is a PGA Golf Professional and provides golf instruction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Kyle Borkowski is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at TransUnion and KN Real Estate Investors. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Andrew Kutanovski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at AGIA and VALIC Financial Advisors Inc. He is also the business owner of Kutanovski Dental LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Derek Stegenga is a CFP® professional with 11 years of experience in the financial industry. He has been affiliated with OSAIC since 2024 and previously worked with Securities America Advisors and Securities America Inc for nearly a decade. Beyond his advisory role, he serves as a volunteer board member for the DeMotte Chamber of Commerce and is a Deacon at his local church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across various investment vehicles.

Michael Dexter is a financial advisor with Edward Jones in Crown Point, IN. He holds Series 63 and Series 66 designations and has 38 years of industry experience, all with Edward Jones since 1988. Outside of advising, Dexter is involved in the Crown Point Community Foundation as 1st Vice President and serves as an independent vice chair for grants and investment guidance; he is also an investor in a Napa, CA winery and participates in family farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Vidal is a financial advisor with Ameriprise, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Vidal serves as Chairman of the Board for St. Jude House and is President of the Serra Club of Northwest Indiana. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Benjamin Marshall is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Transamerica Capital Inc and Ohio National Financial Services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elizabeth Cooke is a financial advisor with Stifel in Crown Point, IN, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at PNC from 2003 to 2023 before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Aaron Pollock is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Lazart is a financial advisor with Stifel in Crown Point, Indiana, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is an owner of Valennti & Lazart LLC, a non-investment business entity. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions to support asset allocation and financial planning.

John Larson is a ChFC®-designated financial advisor with Ameriprise in Crown Point, Indiana, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Kristen Fuller is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2012 and Pruco Securities, LLC from 2010 to 2024. Fuller is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through a combination of advisory and brokerage channels.

Joseph O'Keefe is a CFP® with 39 years of industry experience, currently advising clients at Ameriprise since 2020, after 15 years with Ameriprise Financial Services, Inc. He serves on the boards of NPH USA and the Epsilon Beta Alumni Corporation, and participates in the finance council of St. Mary's Church and school. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.