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.

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.

Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.

Timothy O'Brien is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Ray is a financial advisor at Edward Jones with 15 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at JPMorgan Securities LLC and Dick's Restaurant & Lounge. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dakota Ross is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2023, Ross worked at Centier Bank and has professional experience with PepsiCo and Family Express Corporation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Randall Goss is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Thrivent Financial, Bank of America, and New York Life Insurance Company. Outside of his advisory work, he serves as Director of Softball for the Lincoln Way Vipers Baseball Softball Academy, a youth training organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Gavin Gescheidler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Third Coast Group as well as experience outside finance at Indiana University Northwest and Thomas Kia of Highland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a broad range of planning topics without discretionary trading authority. The firm allows clients to combine planning services with managed accounts through a consolidated billing option while maintaining the services separately.

Cameron Meade is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise in 2024, he held roles at Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jackson Schable is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2025. Prior to his financial services career, he held positions in retail and landscaping. 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 analyses and planning across multiple financial topics, with options to combine planning with managed-account programs under consolidated billing.

Ahmad Kashani is a financial advisor with LPL Financial in Merrillville, IN, holding a Series 63 designation and over 43 years of industry experience. His career includes long-term roles at Metropolitan Life Insurance Company and Metlife Securities Inc. spanning four decades, followed by nearly a decade each at Commonwealth Financial Network and Wellinvest Partners. Outside of advisory services, he is co-owner of Kmen Group LLC, involved in managing commercial real estate. 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 comprehensive array of financial planning and investment services, combining a broad advisory platform with various non-advisory financial products and oversight of substantial discretionary assets.

Sean Troy is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior firms include Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Outside of advisory work, he performs seasonal duties such as snow shoveling for Advanced Orthopedic & Spine Care. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as a registered commodity pool operator and advisor to multiple registered investment companies.

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—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 to inform asset allocation, retirement, insurance, and estate planning analyses.

Joseph Zuccarelli is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Dinges is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has interests in oil royalties through involvement with Central Crude Corporation and CHS McPherson Refinery, Inc. 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 with a large nationwide advisor and branch network, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.