Andrew Draper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Draper serves as a director of the Merrillville Education Foundation, a nonprofit organization focused on supporting the local school community. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through an extensive platform.

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Michael Ulanowski is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and with 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Larry Gulotta is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 66 licenses. His other activities include leasing membership affiliations with the Chicago Board of Trade. Stifel serves a diverse client base, including individuals, institutional clients, and governmental entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alan Shenker is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley Investment Management and Fifth Third Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Allison Mulder is a CFP®-certified financial advisor with Ameriprise, based in Hebron, Indiana, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, Mulder serves on the boards of Crown Point Christian School and the Bethel Church Campaign Steering Committee and is a co-owner of a real estate business. Ameriprise provides retirement-income planning services primarily for clients with significant 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 extensive institutional platform.

Dan Shaner is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at MassMutual Investors Services since 1985 and has been associated with MassMutual Life Insurance Company since 1981. In addition to his advisory role, he engages in outside insurance sales focusing on life, fixed annuities, disability, and long-term care products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and education services, utilizing firm-approved software and collaborative planning methods.

Elizabeth Bakker is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2021. She has four years of industry experience, including prior roles at IEP Therapy and Franciscan Health. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Mary Vereb is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. She is also involved in providing notary services through the National Notary Association during securities trading hours. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Clifford Rice is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2018, following six years at SII Investments, Inc. In addition to his advisory work, he is a principal and attorney at Rice and Rice, a law firm specializing in estate and family financial planning, and he is involved in ownership and directorship roles at W Kendall & Sons Inc. and Mayfield Corporation, businesses outside the investment sector. LPL Financial is a national 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, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven investment solutions.

Jason Urbaniak is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, following 16 years at SII Investments, Inc. He is also a partner in a business involved with managing office building maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Stephen Kavois is a Certified Financial Planner® with 21 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Oak Investment Services for 13 years. He is also involved in the sale of fixed health and life insurance products. LPL Financial is a 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, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from various sources.

Thomas Mitchell is a financial advisor at Charles Schwab with eight years of industry experience. He has held positions at Jones and Company and TD Ameritrade before joining Schwab in 2020. Mitchell holds Series 63 and Series 66 securities licenses. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and affiliated discretionary separately managed accounts, supported by centralized custody, brokerage, and research resources.

Sarah Tallent is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, she worked at City Securities Corporation for three years. Outside of her advisory role, she is the Chief Information Officer for Elves for Santa, Inc., a nonprofit organization focused on charitable activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Reyna is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Integrity Trade Services from 2015 to 2022 before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

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.

Bridget Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at SII Investments, Inc. for 15 years and has been associated with Oak Investment Services for over two decades. Outside of her advisory role, she serves in a fiduciary capacity for the Ruiz Trust and Ethan Ruiz Supplemental Needs Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

Derric Isensee is a financial advisor with Ameriprise in Merrillville, IN, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2021 and concurrently owns and manages Cornerstone CPA LLC, a tax preparation firm. He is also a partner in TI Collective, LLC, involved in real estate subleasing. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Foster is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory role, he is involved in managing commercial and office real estate holdings through entities such as Palmer Holdings LLC and Edwin Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering comprehensive, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-driven processes to deliver tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions.

Natalie Whisker is a Series 66 licensed financial advisor with Edward Jones, based in Demotte, IN. She has three years of experience at Edward Jones and previously worked in government and private sector roles, including positions at Jasper County Government and Land Title Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.