Mary Haluska is a financial advisor with Ameriprise in Crown Point, Indiana, holding the Series 63 designation and 39 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 15 years from 2005 to 2020. Outside of advising, she has business ownership activities unrelated to investments. Ameriprise provides retirement-income planning primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Delta Jones Walker is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he serves on the boards of Community Health Net and the Howard University Alumni group in Northwest Indiana, participates on the Finance and Budget Committee of Links Incorporated, and chairs the Trustee Board of St. John Baptist Church. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a wide range of investment products, supported by multiple advisory platforms and third-party solutions.

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 a Series 66 designation and has worked with various J.P. Morgan entities since 2015. Outside of finance, he previously operated MJ Photography of NWI LLC from 2009 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

David Gorecki II is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, including time at Fidelity Brokerage Services LLC and prior experience at Woodbury Financial Services Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its formal advisory roles to multiple registered investment companies and use of AI-driven research methodologies.

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.

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 financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. He is also a partner at The Hicko CPA Group, PC, where he provides tax preparation and accounting services, and operates Producers Resources Inc., a fixed life insurance sales sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using a range of portfolio construction tools and third-party solutions.

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.

Jacob Wichlinski is a financial professional with Cetera, holding 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 his work at Cetera, he is also a financial professional at Lowden Financial Partners and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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 with Cetera and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at OneAmerica Securities and American United Life. Outside of his advisory work, Lowden serves as vice chairman of the board of directors for the Franciscan Health Foundation and sits on the board of Schererville Civic Funds, where he participates in governance and community resource support. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.

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.