Paul Franco is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Voya Financial Advisors since 2016 and serves as an adjunct instructor at Calumet College of St. Joseph, teaching in the Business and Psychology departments. Additionally, he operates as an independent insurance agent and is president of TAT Associates, LLC, a financial services firm. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Steven Magidson is a financial advisor with Valic Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Valic Financial Advisors since 1983 and has an additional role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

William Norwood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Carson Wealth and also holds roles at KFA Partners, LLC and CWM, LLC. His prior experience includes over a decade at J.P. Morgan Securities as well as time with Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan management, supported by a model portfolio approach and partnerships with custodians and third-party providers.

Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.

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 with Fifth Third Securities, Inc. in Valparaiso, IN, holding Series 63 and Series 65 registrations with 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2014. Outside of his advisory role, he operates an online retail business on eBay selling personal items. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options on the Passageway platform, functioning as a wholly owned subsidiary of Fifth Third Bank.

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.

Adam Paulson is a CFP® designee with 21 years of experience in the financial industry. He is currently with Mariner and has previously worked at Wealth Enhancement Advisory Services, Fidelity Investments, Merrill, and Morgan Stanley. Outside of advising, he is involved in software development through his ownership of Zero To One, LLC, and he consults for BuildWise Solutions, LLC, a building materials manufacturer. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services along with specialized administrative Family Office capabilities.

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 industry experience, currently advising at Carson Wealth. He has worked at firms including LPL Financial, Gem Financial Advisors, and Cetera Advisor Networks. He is also a partner at KFA Partners, LLC, a financial services firm. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Nathaniel Barnette is a CFP® professional at Private Advisor Group, LLC with four years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at AT&T and Raymond James Financial Services. In addition to his advisory role, Barnette provides administrative support to Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs fiduciary-based advisory models, utilizing technology platforms and third-party managers to implement investment strategies.

Eric Speer is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Equity Services, he held roles at National Life Group and W&S Brokerage Services, Inc. He has also worked in education at several schools including South Central Schools and Hammond Academy. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms and uses both discretionary and non-discretionary management approaches, incorporating third-party asset managers and model portfolios.

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.

Jill Gosz is a financial advisor with Carson Wealth holding a CFP® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at firms including JP Morgan Securities LLC and Charles Schwab. In addition to her advisory role, she is an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, using a committee-driven investment approach and integrated technology platforms.

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.

Erika Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party model providers.

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.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. 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 third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.

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.