Delta Jones Walker is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, Walker serves on the boards of several nonprofit organizations, including Community Health Net and the Howard University Alumni group, and is Chairwoman of the Trustee Board at St. John Baptist Church. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party management strategies.

Derek Braggs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and focuses on retirement and college planning for individuals and families. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Before joining Merrill, Derek worked as an environmental scientist for URS Corporation in Chicago, consulting for companies such as BP and ArcelorMittal. He graduated with distinction from Indiana University in 2004. Derek holds the Personal Investment Advisor (PIA) designation. Originally from Northwest Indiana, Derek lives in Valparaiso with his family. He serves as a board member for The Dunes Learning Center and Taltree Arboretum & Gardens. His personal interests include adventure sports, basketball, billiards, camping, golfing, music, reading, skiing, spending time with his family, and table tennis.

Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2015. Prior to his current role, he operated MJ Photography of NWI LLC for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and includes broader derivatives and commodities capabilities.

Gina Van Baren is a financial advisor with Ameriprise in Merrillville, IN, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. prior to joining Ameriprise. Van Baren is also involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware strategies and ongoing advice.

David Ray is a financial advisor with LPL Financial in St. John, Indiana, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial in 2025. 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 financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools to support client strategies.

Dirk Brown is a financial advisor with LPL Financial in Griffith, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, FIFTH THIRD SECURITIES, Inc., and Hobson Financial Group. He is also involved with Lakeshore Indemnity Group, an insurance agency, and participates in mortgage and real estate services through Listing Leaders NW. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on using research, technology, and multiple asset management options.

Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. She has worked with Cetera and affiliated firms since 2019 and previously with Opus Wealth Partners, LPL Financial, and Megent Financial. Outside of advising, she serves as an executive manager at Megent Financial and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a multi-manager platform with a range of investment program structures and access to third-party and affiliated managers.

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Warren Kovacek is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Before joining Cetera in 2026, he worked in various roles outside the financial sector, including positions at AAA Steel Supply Corp. and Target, as well as at Highland High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a range of program structures and investment strategies.

Todd Fincannon is a Series 66 credentialed financial advisor at Osaic Wealth with 26 years of industry experience. He has previously worked at Woodbury Financial Services and American General Securities Incorporated. In addition to his advisory role, he is a partner at The Hicko CPA Group, where he performs tax preparation and accounting services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

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.

Ryan Brendel is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses and no prior industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Wealth Services, LLC since 2025. Outside of Cetera, he provides financial advisory services through Lowden Financial Partners and is also an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Mark Scalzitti is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneAmerica Securities and American United Life. 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, Inc. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers through a nationwide network of over 10,000 advisors.

Haya Deis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the JPMorgan Chase organization as well as Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities.

Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.

Stephanie Hescher is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Oak Partners and spent over a decade at Shear Magic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.