Jill Gosz is a financial advisor with Carson Wealth holding a CFP® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at firms including JP Morgan Securities LLC and Charles Schwab. In addition to her advisory role, she is an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, using a committee-driven investment approach and integrated technology platforms.

Timothy Scannell is a financial advisor at Hightower Advisors with 40 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. He holds Series 63 and Series 65 credentials and is based in Valparaiso, IN. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erika Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party model providers.

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 with Equity Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he worked at several firms including National Life Group and Lakeshore Financial Group, and he has a background that includes multiple roles at DePauw University. 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, frequently utilizing third-party asset managers and model portfolios, and operates as both a broker-dealer and an SEC-registered investment adviser.

Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at firms including B. Riley Wealth Advisors, National Securities Corporation, Equity Services Inc, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in homebuilding through ownership in TBOMAC, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

Delta Jones Walker is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, Walker serves on the boards of several nonprofit organizations, including Community Health Net and the Howard University Alumni group, and is Chairwoman of the Trustee Board at St. John Baptist Church. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party management 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.