Jeffrey Guidarelli is a financial advisor at Edward Jones in Lowell, IN, holding a Series 66 designation. He has professional experience with several companies, including BP, Reynolds Consumer Products, and Ryerson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Alicia Higgins is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Edwin Group LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily delivered through a centralized retirement-income consulting team.

Tom Lozanoski is a CFP® professional with 42 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in operating a self-service laundromat business through Loads of Fun, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Chris Kurtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 16 years. Outside of advising, he is also active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Janota is a financial advisor with Cambridge Investment Research Advisors in Crown Point, IN. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Janota has worked with multiple firms, including Cetera Advisors LLC and Investors Capital Corporation. He serves as a board member of both the Park Forest Historical Society and Act of Grace, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple custody platforms.

Douglas Buuck is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he is involved in several business activities including ownership interests in a real estate holding company and an operating company for a group of advisors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ean Johnston is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2019 and has prior roles including consulting at Indiana University’s Technology Center and teaching at Washington Township Middle/High School. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Donna Martin is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent, she spent ten years with Kankakee Valley School Corporation. Outside of her advisory role, Martin provides math tutoring and seasonal swimming instruction for children. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic planning and managed-account programs through its network of financial advisors.

Ramie Halloway is a financial advisor at Cetera with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax Advisory Services and Strategize Wealth Management Group. Outside of advisory roles, he is involved in tax preparation through Strategize Tax LLC and has experience in insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jacob Oostman is a financial advisor at Ameriprise with one year of industry experience. He previously worked in venture capital at ground game Venture Capital and has a background that includes roles at Wabash College and in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Margaret Reister is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2000. In addition to her advisory role, she is also licensed as a life, health, and group health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services with an emphasis on collaborative, goal-focused client relationships.

Bobi Celeski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Celeski had various roles including positions at Indiana Elite FC and multiple soccer clubs. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alfonso Avila Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cetera since 2004 and has held roles at Centier Bank and the U.S. Naval Reserve since the early 2000s. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Paul Kacmarik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Vellutini is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2012 and has operated Kta Martial Arts since 1994. Stifel serves a broad client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jason Topp is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he co-owns ToppCo Inc., which holds his wife's photography business, and he writes occasional articles on faith and finance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Tira Clement is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 11 years of industry experience. Her prior experience includes roles at Equity Services Inc, National Life Group, and American Community Bank of Indiana. Outside of her advisory work, she serves as president of the WCHS Alumni Association and the Crown Point chapter of BNI, and is a board member of the North Newton Life Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Martin Terry is a financial advisor with LPL Financial in St. John, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His work history includes roles at Teachers Credit Union, CUNA Brokerage Services, and Creative Financial Designs. Outside of finance, he owns two small businesses, Terry Family Lawn Mowing and Contrak Courier, Inc. 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 a range of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by research and model portfolios.

Cara Sadowski is a financial advisor at Stifel in Crown Point, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel in 2023, she worked at Peoples Bank for nine years. She is also a Notary Public in Indiana. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides episodic fee-based financial planning without automatic ongoing monitoring.

Stacey Fargo is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at SII Investments, Inc. from 2014 to 2018. She also serves as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from various sources.