Justene Charlesworth is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services, Cordano Severson & Associates, and runs Charlesworth Financial Services, where she provides tax preparation, financial advising, and consulting for small businesses. Outside of financial services, she works part-time as a fitness instructor at Spenga, leading spin, strength, and yoga classes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting customized strategies and a range of program structures.

Danny Wilburn is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2009. He also has a long-standing affiliation with Rb Smith Company Inc, where he has worked since 1993. Outside of his advisory roles, Wilburn is involved in non-variable insurance sales and tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

William Maar is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He serves on the board of directors and finance committee for the Porter County Community Foundation and is president of the MAAC Foundation, a nonprofit focused on training for first responders in Northwest Indiana. 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 financial planning on a broad range of topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

David Bienemann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016, with a brief role at Joliet First Assembly in 2021-2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers goal-based, holistic analyses and allows clients to combine planning with managed-account services while maintaining separate provisions for each.

James O'Hara is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and research resources.

Glenna Etchison is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has worked with various Thrivent entities since 2021. Outside of her advisory role, she serves on the advisory board of the Salvation Army and is the Advancement Chair for Cub Scout Pack 215 in LaPorte, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across multiple financial planning areas without portfolio management or institutional advisory services.

Alex Ferreira is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MWA Financial Services Inc and Modern Woodmen of America. Ferreira is based in Valparaiso, Indiana. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized planning programs.

Sarah Lane is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has one year of industry experience and previously worked at Symmetry Financial Group. Outside of advising, she is a business owner of Excel Nutrition and serves as a fitness coach at F45 Valparaiso. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining advisory services with brokerage and insurance products through an integrated platform.

Renee Kremm is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 65 and Series 63 licenses. She has 25 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, Windward Financial, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

Jess Denger is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Price is a financial advisor with Edward Jones in Hobart, Indiana, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an executive director of Illiana Search & Rescue Teams, a nonprofit supporting first response agencies, and holds positions on multiple local school advisory boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a variety of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Marek is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Marek also volunteers as a Court Appointed Special Advocate, providing support to children in juvenile court proceedings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Michael Kosteskie is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies through a nationwide network of more than 23,700 advisors.

Brandi Restle is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2006. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Albert Miller IV is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2015. Based in Valparaiso, IN, he holds the Series 66 designation. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephen Brady is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation, OneAmerica Securities, American United Life, and Heritage Advisory Group. Brady also serves as an insurance agent at Heritage Advisory and Insurance Group, where he offers accident, health, disability, fixed annuities, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Michael Tiede is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. Prior to joining the firm, he was involved with Delaware Bible Church for 14 years. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services along with educational seminars.

Jill Recknagel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Patrick Hedge is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 designation. Outside of his advisory role, Hedge serves as a licensed Indiana High School Athletic Association basketball referee and is president of the Winfield Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Julia Kretlow is a CFP® certificant and Series 66 licensee with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Copper Beech Townhomes and was employed at Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.