Jess Denger is a financial advisor at Edward Jones in La Porte, Indiana, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Marek is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Marek also volunteers as a Court Appointed Special Advocate, providing support to children in juvenile court proceedings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Kendall Snider is a financial advisor with Edward Jones in La Porte, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Mr. Snider worked at AT&T for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.

Michael Kosteskie is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies through a nationwide network of more than 23,700 advisors.

Taylor Bongiovanni is a financial advisor with Fidelity Investments in Michigan City, IN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Fidelity, Taylor held positions at various firms including United Technologies Aerospace Systems and Capital City Wealth Management. Taylor is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Albert Miller IV is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2015. Based in Valparaiso, IN, he holds the Series 66 designation. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephen Brady is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation, OneAmerica Securities, American United Life, and Heritage Advisory Group. Brady also serves as an insurance agent at Heritage Advisory and Insurance Group, where he offers accident, health, disability, fixed annuities, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Michael Tiede is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. Prior to joining the firm, he was involved with Delaware Bible Church for 14 years. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services along with educational seminars.

Jill Recknagel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Julia Kretlow is a CFP® certificant and Series 66 licensee with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Copper Beech Townhomes and was employed at Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

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.

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.