Thomas Dranger is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in several business ventures including co-owning Accelerant Business Services, LLC, which focuses on financial planning implementation and training, and serves as Treasurer on the Board of Directors for Expeditionary Overwatch. He also volunteers as Middle School Chair for the Chesterton Wrestling Club. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, supported by a centralized retirement-income consulting team.

Jason Mitchell is a financial advisor with Edward Jones in Portage, IN, holding a Series 66 credential and four years of industry experience. He has worked at Edward Jones since 2018 and also has long-term engagements with FBL Marketing Serv and United Farm Family. 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 programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of 23,701 financial advisors.

Steven Mitcheltree is a financial advisor with J.P. Morgan Securities in Gary, Indiana, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Melissa Hilley is a financial advisor with Raymond James & Associates in Valparaiso, IN. She holds a Series 66 credential and has 19 years of industry experience, having been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Gregory Chona is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, Raymond James Financial Services, and Merrill. He also serves as a secondary power of attorney and trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ryan Alberson is a financial advisor with LPL Financial in Valparaiso, Indiana. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and spent 18 years at Garber Chevrolet. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technologies across discretionary and non-discretionary management approaches.

Melinda South is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2006. 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, institutional clients, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Devon Mulligan is a CFP®-certified financial advisor with Edward Jones, based in Chesterton, IN, and has 12 years of industry experience. He has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Joshua Clapp is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, he worked at Northern Trust Securities Inc and Northern Trust Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic methodologies.

Ashli Bowen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Douglas Elliott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

Samuel Shaw is a financial advisor with LPL Financial based in Valparaiso, IN, holding CFP® and Series 66 designations and seven years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through his independent firm, R.B. Smith Co. Inc. from 2020 onward. 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, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Laciak is a financial advisor with LPL Financial in Valparaiso, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at OneAmerica Securities, Inc. and American United Life from 2005 to 2017. He is also the principal of Laciak Accountancy Group, PC, a CPA practice he has operated since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and advanced technologies.

Morgan Meschede is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and Harvey Wealth Management. He holds a notary position with Harvey Wealth Management, where he notarizes client documents. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diverse portfolios across multiple investment types.

Jeffrey Ryan is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has been with Cetera Advisors LLC since 2014 and also serves as an advisory representative for Ergawealth Advisors, Inc. Outside of his role at Cetera, he owns Ryan Investment Management, an S corporation focused on financial planning and asset management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to various program structures and third-party money managers.