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.

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 at Equity Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Equity Services, Inc., his background includes roles at National Life Group and W&S Brokerage Services, Inc. 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 that combine long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

Jillian Kucik is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BANK of AMERICA, N.A. and Merrill. Jillian is also involved with Structured Realty Group, LLC and serves as an agent for non-securities insurance products at AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, implementing discretionary unified managed accounts via Envestnet’s platform and providing various overlay services.

Kurt Lash is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wellinvest Partners, FBL Marketing Services, Farm Bureau Financial Services, and Questar Asset Management. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal model management or external platforms.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

Erika Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of model strategies and portfolios managed internally and by third parties, supported by a large team of advisors and significant assets under management.

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 at Equity Services, Inc. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equity Services, he held positions at National Life Group and several other firms, and he has experience working in educational settings including DePauw University and local schools in Crown Point, IN. Equity Services, Inc., operating 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 that combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, National Securities Corporation, and Prudential. Outside of advising, he owns and funds homebuilding projects through TBOMAC, LLC and is involved in family property management. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Danny Nestorovski is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with VALIC since 2002. Outside of his advisory role, he serves as the head coach for a junior varsity girls soccer team and assistant coach for a varsity girls soccer team. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has two years of industry experience and previously worked 15 years at RER Solutions Group LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and emphasizes fiduciary responsibilities, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was affiliated with Independent Financial Partners. Mehok is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, offering both discretionary and non-discretionary services using a range of investment strategies and technology platforms.