David Quaglia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has held positions at firms including MML Investors Services, MassMutual Life Insurance, OneAmerica Securities, and The Prudential Insurance Company of America. Outside of his advisory work, Quaglia serves as risk manager for Nexus Employment Solutions Plus, Inc. and is president of Tymar Wealth Group Inc., providing life and health insurance consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and provides various event-driven and specialized planning programs.

Elijah Lares is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, Bank of America, Enterprise, and Judson University. In addition to his advisory role, Lares serves as a professor at Indiana University Northwest. 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 municipalities, offering tailored financial planning and consulting with a non-discretionary approach that incorporates a range of portfolio management styles and affiliated research.

Eric Isakson is a ChFC® and Series 66-designated financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brad Harber is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing several investment-related rental properties and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Pamela Borrmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and also has a concurrent role at Centier Bank dating back to 2002. Pamela is based in Merrillville, Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a large network of advisors nationwide.

Jeannie Ilievski is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fidelity Investments and TIAA-CREF. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shane Karshner is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including a prior role at JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

David Capitan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. 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 financial planning and investment management services delivered through a large network of advisors who may use model portfolios, third-party subadvisors, or customized strategies.

Gregory Voetberg is a financial advisor with Ameriprise in Chesterton, IN, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he owns Arcadia Reports, LLC, which provides written financial plans for Ameriprise advisors. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sam Salameh is a financial advisor at Edward Jones in Hobart, Indiana, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property in Lansing, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies and affiliated products, operates under a fiduciary standard, and supports its services with a nationwide network of over 23,000 financial advisors.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Timothy Holmes is a financial advisor with Edward Jones in Valparaiso, IN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has officiated high school athletic sporting events in Indiana for over 35 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide 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 proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

David Stowers is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has worked previously at MassMutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory role, he serves as an individual life and health insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Robert Bober is a financial advisor at Edward Jones in Valparaiso, IN, holding a Series 66 designation with seven years of industry experience. He previously worked at NIPSCO for seven years before joining Edward Jones in 2019. Outside of his advisory role, he manages two small rental real estate operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm has a large national presence with over 23,000 financial advisors and manages over $1 trillion in assets.

Whitney Trimble is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2023. 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 additional market-facing registrations and functions.

Justene Charlesworth is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services, Cordano Severson & Associates, and runs Charlesworth Financial Services, where she provides tax preparation, financial advising, and consulting for small businesses. Outside of financial services, she works part-time as a fitness instructor at Spenga, leading spin, strength, and yoga classes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting customized strategies and a range of program structures.

Danny Wilburn is a CFP® professional with 33 years of industry experience, currently serving with LPL Financial since 2009. He also maintains a role at Rb Smith Company Inc, where he has been active since 1993. Wilburn holds Series 63 and 65 licenses and has activity as a life insurance agent and tax preparer alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors using both proprietary and third-party models.

William Maar is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He serves on the board of directors and finance committee for the Porter County Community Foundation and is president of the MAAC Foundation, a nonprofit focused on training for first responders in Northwest Indiana. 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 financial planning on a broad range of topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

James Gingerich is a financial advisor with Merrill in Merrillville, Indiana, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America, NA, since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.