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.

Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses. He began his career in 2025 and has experience offering financial products and planning services. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services with options for model portfolios, third-party managers, and custom strategies across multiple program structures.

Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OneAmerica Securities and American United Life prior to joining Cetera. Outside of his advisory role, he serves as vice chairman of the board of directors for the Franciscan Health Foundation and is a board member of Schererville Civic Funds, in addition to providing notary services. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Stephanie Hescher is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Partners and Shear Magic. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Steven Underwood is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2002. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.

Timothy O'Brien is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dakota Ross is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Ross worked at Centier Bank and PepsiCo. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to various third-party managers.

Randall Goss is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Thrivent Financial, Bank of America, and New York Life Insurance Company. Outside of his advisory work, he serves as Director of Softball for the Lincoln Way Vipers Baseball Softball Academy, a youth training organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Gavin Gescheidler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Third Coast Group as well as experience outside finance at Indiana University Northwest and Thomas Kia of Highland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a broad range of planning topics without discretionary trading authority. The firm allows clients to combine planning services with managed accounts through a consolidated billing option while maintaining the services separately.

Cameron Meade is a financial advisor with Ameriprise, holding a Series 66 designation and starting his advisory career in 2024. Prior to joining Ameriprise, he was associated with Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 with Fidelity, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Allstate Insurance. Outside of advising, he has seasonal work experience at Advanced Orthopedic & Spine Care, assisting with snow removal during winter months. Fidelity’s Strategic Advisers LLC serves a broad client base, providing investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and supports a range of registered investment companies and intermediary platforms.

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.

Tome Salkovski is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. Salkovski holds Series 63 and Series 66 licenses and is based in Crown Point, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both discretionary and non-discretionary management approaches.

Amy Boedeker is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of her advisory role, she is a notary and an insurance agent specializing in life insurance, fixed annuities, and Medicare supplement policies, and she owns AIM Wealth Management, an LLC involved in business administration. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios with various investment options managed on either a discretionary or non-discretionary basis.