Jeffrey Grenchik is a CFP® with 10 years of industry experience, currently with Private Advisor Group, LLC since 2022. Prior to that, he worked at OFM Wealth from 2016 to 2022. He provides investment advice under the business name Harvest Financial Planning, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement tailored investment strategies.

Chad Mast is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He previously worked with Independent Financial Partners and has maintained his own firm, Harvest Financial Planning LLC, since 2012. Mast also serves as a notary and is involved in tax preparation and consulting through Harvest Tax & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, implementing fiduciary-based advice through a combination of technology platforms and external strategists.

Daniel Mckenna is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked at First Trust Portfolios L.P. for nine years. Mckenna provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite and third-party programs. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Melanie Chakos is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and Fifth Third Bank since 2018. Outside of her advisory role, Melanie is involved with Untangled Hope, an online e-learning venture. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad client base.

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.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

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.

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.

Erin Schuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Harvest Financial Planning, Harvest Wealth Partners, and LPL Financial since 2014. Additionally, she serves as a board member for the Hanover Central Athletic Boosters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and offers both discretionary and non-discretionary services, leveraging technology platforms and third-party managers.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.