Joseph Arroyo is a financial advisor with Edward Jones in Valparaiso, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for six years at Strack & Van Til, a grocery group in Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Maxwell Van Rite is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, NA starting in 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Paul Kuzemka is a financial advisor with Ameriprise in Valparaiso, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors and Ameriprise Financial Services prior to his current position. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Bronwyn Kiene Minier is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 12 years of industry experience. Prior to her advisory role, she was involved with Allure Banquet Hall for five years. Outside of finance, she works part-time as a coach for a 30-minute exercise class at Chesterton Fit Body Boot Camp. Raymond James & Associates 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, and municipalities. The firm offers non-discretionary financial planning and investment consulting, supported by extensive research and a range of portfolio management strategies.

Steven Sutter is a financial advisor with Ameriprise in Valparaiso, IN, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Budzyn is a Chartered Financial Consultant (ChFC®) with 35 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he provides college funding counseling through a separate practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services through a network of independent advisors, employing a range of investment strategies and platforms tailored to client objectives.

Mason Maple is a financial advisor at J.P. Morgan Securities with three years of industry experience and a Series 66 designation. His prior experience includes roles at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Grant Schaap is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Jamie Lewis is a financial advisor with Edward Jones in Portage, Indiana, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a member of the City of Portage Board of Works, one of five members responsible for approving contracts and leaves for the city. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Reiner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with J.P. Morgan entities since 2003, including 14 years at J.P. Morgan Securities. 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.

Brock Lloyd is a financial advisor with Edward Jones in Valparaiso, IN, holding CFP®, ChFC®, and Series 66 designations and possessing 12 years of industry experience. He has been with Edward Jones since 2013. 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 and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark De St. Jean is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Raymond James & Associates since 2006. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Darby Straw is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Valparaiso, IN. He has been with Edward Jones since 2013. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Julianne Charlesworth is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked with firms including Avantax Advisory Services and Wealth Management Reps. Outside of advising, she owns and operates Charlesworth Financial Services, LLC, providing tax preparation and accounting services, and is involved in family business ventures such as petroleum consulting and property management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary investment authorities.

Brett Lemmons is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Laciak Accountancy Group, Farrall Wealth, and LPL Financial. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Gregory Kuehl is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a business owner of an internet start-up, GABS Holding, LLC, which operates TransferTree.com, a platform specializing in comparing consumer revolving debt options. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by research from various sources.

Brice Wilde is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A., and KeyBank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Robert Bolton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Starbucks Coffee Company from 2007 to 2024. Outside of advising, he occasionally works as a mystery shopper, primarily reviewing quick-serve restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Brian Laciak is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2016 and also manages Laciak Accountancy Group, P.C., which he founded in 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Matthew Madera is a CFP®-certified financial advisor at LPL Financial with 14 years of industry experience. He previously worked for JPMorgan Chase Bank and J.P. Morgan Securities for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.