Cameron Meade is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise in 2024, he held roles at Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jackson Schable is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2025. Prior to his financial services career, he held positions in retail and landscaping. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across multiple financial topics, with options to combine planning with managed-account programs under consolidated billing.

Sean Troy is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Outside of financial services, he has worked seasonally as a janitor and snow removal assistant at Advanced Orthopedic & Spine Care. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—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 to inform asset allocation, retirement, insurance, and estate planning analyses.

Colton Hill is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Valparaiso University and the American Academy of Pediatrics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Teryn True Di Bona is a financial advisor at Edward Jones in Chesterton, IN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, Teryn worked at LifeLock by Symantec from 2012 to 2017. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Andrew Maar is a financial advisor with Thrivent Investment Management in Valparaiso, IN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Medicine and Simple Laboratories. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kylee Robertson is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has prior experience at Northwestern Mutual and Williams Eye Institute. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, income tax, estate, and special needs planning, combining these plans with managed-account programs under a consolidated billing option called “WealthPlan.”

Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Daniel Reisen is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 designation and one year of experience. Before joining Edward Jones in 2024, he worked in education for Portage Township Schools and had roles in specialized hauling and live music entertainment. He performs live music occasionally at local venues. Edward Jones is a full-service wealth management firm serving a broad range of clients with a large nationwide network of advisors, offering various investment strategies and maintaining affiliated services including a trust company and mutual funds.

Jonah Besch is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Besch serves as a board member for Habitat for Humanity and Home Team Valpo, both nonprofit organizations focused on community housing initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority. The firm integrates planning with managed-account services through its WealthPlan option while maintaining a clear separation between the two.

Simon Coleman is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and has prior experience at Centier Bank, 3 Rivers Credit Union, Redfi Electronics, The PLEX, and Manchester University. Outside of his advisory work, Coleman volunteers as a soccer coach for Boone Grove Boys High School and serves as successor trustee for a family living trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Jeff Johnson is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Outside of his advisory role, he works part-time as a rideshare driver for Uber, Lyft, and DoorDash. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm is known for its integrated approach supported by Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Joshua Kozel is a financial advisor with LPL Financial in Valparaiso, IN, holding a Series 66 designation and over 20 years of industry experience. He has worked with LPL Financial since 2011 and previously held advisory roles at Lakeside Wealth Management Group, First Allied Advisory Services, and FFP Advisory Services. Outside of his advisory work, Kozel is involved with Kozel Enterprises Inc., a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment approaches.

Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Linda Stover is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. She has been with Ameriprise and its predecessor since 1988. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized reports through a centralized consulting team.

Riley Fieldhouse serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, Riley works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Riley's approach involves helping clients define their financial goals and develop portfolio strategies to pursue them. Riley holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Riley completed a High School Diploma/GED at Lake Central Highschool. The focus remains on providing ongoing advice and adapting financial strategies as clients' situations change.

Ljubica Bresjanac is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2015, initially working at Ameriprise Financial before continuing with Ameriprise. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Esther Hill is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2008. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.