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.

Danny Nestorovski is a financial advisor with Valic Financial Advisors in Crown Point, IN, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Valic Financial Advisors since 2002 and also works with Agia since 2022. Outside of his advisory role, he serves as the head coach for the junior varsity girls soccer team and assistant coach for the varsity girls soccer team at a local high school. Valic Financial Advisors primarily serves 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 wrap programs, utilizing model-based unified managed accounts and a technology-driven approach at scale.

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.

Jeremy Crocker is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Migration Wealth Management, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 discretionary unified managed accounts through a large network of advisors and employs centralized technology and model-based investment solutions.

Zachary Albers is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Gregory Farrall is a financial advisor with LPL Financial in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at LPL Financial since 2010 and held prior roles at First Allied Advisory Services, Lakeside Wealth Management Group, and FFP Advisory Services. Farrall is involved with LTCI Partners LLC, focusing on long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Dilts is a CFP® professional with 44 years of industry experience, currently serving at MassMutual Investors Services since 2000. He also owns and operates M.A. Dilts & Associates, Inc., a firm specializing in life and health insurance as well as employee benefit consulting. Additionally, he has served on the board of Lake County Parks & Recreation since 2001. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, and charitable organizations, offering a range of solutions including asset management and employer-sponsored planning programs.

Joseph Lauer is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he spent 18 years at The Northern Trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Michael Marshall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Oak Partners, Inc. and Liberty Mutual Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mary Haluska is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise in various capacities since 1987. Outside of her advisory work, she is involved in a small business ownership unrelated to investments. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Derek Braggs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and focuses on retirement and college planning for individuals and families. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Before joining Merrill, Derek worked as an environmental scientist for URS Corporation in Chicago, consulting for companies such as BP and ArcelorMittal. He graduated with distinction from Indiana University in 2004. Derek holds the Personal Investment Advisor (PIA) designation. Originally from Northwest Indiana, Derek lives in Valparaiso with his family. He serves as a board member for The Dunes Learning Center and Taltree Arboretum & Gardens. His personal interests include adventure sports, basketball, billiards, camping, golfing, music, reading, skiing, spending time with his family, and table tennis.

Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2015. Prior to his current role, he operated MJ Photography of NWI LLC for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and includes broader derivatives and commodities capabilities.

David Gorecki II is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, including time at Fidelity Brokerage Services LLC and prior experience at Woodbury Financial Services Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its formal advisory roles to multiple registered investment companies and use of AI-driven research methodologies.

Gina Van Baren is a financial advisor with Ameriprise in Merrillville, IN, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. prior to joining Ameriprise. Van Baren is also involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware strategies and ongoing advice.

David Ray is a financial advisor with LPL Financial in St. John, Indiana, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools to support client strategies.

Warren Kovacek is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Before joining Cetera in 2026, he worked in various roles outside the financial sector, including positions at AAA Steel Supply Corp. and Target, as well as at Highland High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a range of program structures and investment strategies.

Matthew Harvey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, BMO Harris Financial Advisors, and Hightower Advisors. Outside of his advisory role, he serves as Treasurer and board member of the Valparaiso Country Club. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based asset allocation and portfolio optimization process and offers a broad range of brokerage and advisory programs through a large multi-advisor platform.

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Fincannon is a Series 66 credentialed financial advisor at Osaic Wealth with 26 years of industry experience. He has previously worked at Woodbury Financial Services and American General Securities Incorporated. In addition to his advisory role, he is a partner at The Hicko CPA Group, where he performs tax preparation and accounting services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.