Kurt Lash is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wellinvest Partners, FBL Marketing Services, Farm Bureau Financial Services, and Questar Asset Management. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal model management or external platforms.

Norman Berman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Berman has been with Fifth Third Securities and its parent company since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and banking affiliation.

Erin Schuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Harvest Financial Planning, Harvest Wealth Partners, and LPL Financial since 2014. Additionally, she serves as a board member for the Hanover Central Athletic Boosters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and offers both discretionary and non-discretionary services, leveraging technology platforms and third-party managers.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Jill Gosz is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with CWM, LLC and has previously worked at Carson Wealth, Cetera Advisor Networks, and JP Morgan Securities LLC. In addition to her advisory role, she is licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Timothy Scannell is a financial advisor at Hightower Advisors with 40 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. He holds Series 63 and Series 65 credentials and is based in Valparaiso, IN. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erika Kelly is a Series 66-licensed advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She has been with Benjamin F. Edwards since 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Brian Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial, Independent Financial Partners, Harvest Financial Planning, and Concourse Financial Group Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing advice through third-party managers and wrap programs.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.

William Pettit is a financial advisor with Equity Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he worked at several firms including National Life Group and Lakeshore Financial Group, and he has a background that includes multiple roles at DePauw University. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and operates as both a broker-dealer and an SEC-registered investment adviser.

Thomas Bolanowski is a financial advisor with Principal Financial Services in Munster, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Securities Corporation, and Equity Services Inc. Outside of his advisory work, Bolanowski owns TBOMAC, LLC, a company that builds homes for sale, and manages family real estate holdings with his siblings. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Danny Nestorovski is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with VALIC since 2002. Outside of his advisory role, he serves as the head coach for a junior varsity girls soccer team and assistant coach for a varsity girls soccer team. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was affiliated with Independent Financial Partners. Mehok is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, offering both discretionary and non-discretionary services using a range of investment strategies and technology platforms.

Jeremy Crocker is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Migration Wealth Management, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and employs centralized technology and model-based investment solutions.

Gregory Farrall is a financial advisor with LPL Financial in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at LPL Financial since 2010 and held prior roles at First Allied Advisory Services, Lakeside Wealth Management Group, and FFP Advisory Services. Farrall is involved with LTCI Partners LLC, focusing on long-term care insurance. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Dilts is a CFP® professional with 44 years of industry experience, currently serving at MassMutual Investors Services since 2000. He also owns and operates M.A. Dilts & Associates, Inc., a firm specializing in life and health insurance as well as employee benefit consulting. Additionally, he has served on the board of Lake County Parks & Recreation since 2001. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, and charitable organizations, offering a range of solutions including asset management and employer-sponsored planning programs.

Joseph Lauer is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he spent 18 years at The Northern Trust. Stifel serves a broad 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Michael Marshall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Oak Partners, Inc. and Liberty Mutual Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering 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, utilizing model portfolios, third-party subadvisors, and customized strategies.