John Tellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Compass Group in various roles from 2015 to 2022. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling.

Jonathan Zemaitis is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Oak Partners Inc., Walsh Construction Co., Vincere Wealth Management, and Teachers Credit Union. He has also been involved with the Butler Bulldog Club and Butler University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 over 35 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Ameriprise, and Mitre Group LLC. Outside of his advisory work, he is also active as a musician. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Christopher Janota is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and is also associated with Envoy Wealth Management LLC. Outside of his advisory role, Janota serves as a board member for the Park Forest Historical Society and Act of Grace, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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 Drake is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His background includes roles at Indiana University and Oak Partners, Inc., alongside his current position at LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, and institutional platforms.

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 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Strategize Wealth Management Group. Outside of his advisory roles, he also operates a tax preparation business and works as a retail sales associate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and investment strategies.

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 at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in various organizations including Indiana Elite FC and FK Vardar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers 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 through a large network of advisors and emphasizes both scale and diverse service offerings.

William Ruiz is a financial advisor with LPL Financial in Crown Point, IN. He holds a Series 66 designation and has been with LPL Financial since 2025. His prior work experience includes roles at Purdue University and several local organizations such as Valparaiso Parks and Recreation and Victory Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies and financial planning solutions.

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 in Merrillville, IN, holding a Series 66 designation and 26 years of industry experience. He worked at A. G. Edwards & Sons, Inc. from 2000 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support investment decisions.

James Vellutini is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. In addition to his advisory work, he has been involved with Kta Martial Arts since 1994. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.