Dylan Parks is the principal of Parks Wealth Management LLC in Lowell, Indiana. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked for five years at Revere Marketing and six years at Walgreens. Parks Wealth Management LLC provides discretionary asset management along with financial planning and consulting services. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers a broad menu of instruments such as options and derivatives.

Craig Menninga is the sole advisor at CWM Wealth Management, LLC in Lowell, Indiana, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also works as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides investment supervisory services and financial advice primarily to individuals, families, and small businesses, managing a small discretionary asset base. The firm’s approach combines technical and fundamental analysis to create diversified portfolios focused on objectives such as long-term growth, income, and inflation protection, employing a range of investment products while avoiding margin and leverage.

Jackson Sheputis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently affiliated with Triad Wealth Partners, LLC and has previously worked at Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. Prior to his financial advisory career, he held roles at Valparaiso University and in the education sector. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach overseen by an investment committee and provides diversified strategies across multiple asset types.

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Norma Sims is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and JP Morgan Chase Bank. Sims is active in her community, volunteering with Rotary International and Junior Achievement, and participating in local nonprofit and scholarship committees. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party management solutions.

William Guisinger is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at PNC Investments and Centier Bank. He serves as a board member of the Kankakee Valley Educational Foundation and participates in several local community and educational organizations, including the Demotte-KV Rotary Club and the Jasper Newton Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering access to multiple portfolio management options and third-party managers.

Alexea Martin is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 designations. Alexea has been with Thrivent since 2025 and has prior work experience in the restaurant industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Terrence Michalik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations.

Robert Bryant is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as Treasurer for St. Andrews Episcopal Church in Valparaiso, IN, overseeing the church budget and facilitating monthly finance committee meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Natalie Whisker is a Series 66-registered advisor at Edward Jones with one year of experience in the financial industry. Her prior experience includes roles at Jasper County Government and Land Title Agency, as well as three years at Windsor Advantage LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, manages over $1 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.

Jeffrey Guidarelli is a financial advisor at Edward Jones in Lowell, IN, holding a Series 66 designation. He has professional experience with several companies, including BP, Reynolds Consumer Products, and Ryerson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Donna Martin is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent, she spent ten years with Kankakee Valley School Corporation. Outside of her advisory role, Martin provides math tutoring and seasonal swimming instruction for children. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic planning and managed-account programs through its network of financial advisors.

Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.

Derek Stegenga is a CFP® professional with 11 years of experience in the financial industry. He has been affiliated with OSAIC since 2024 and previously worked with Securities America Advisors and Securities America Inc for nearly a decade. Beyond his advisory role, he serves as a volunteer board member for the DeMotte Chamber of Commerce and is a Deacon at his local church. OSAIC 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, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across various investment vehicles.

Aaron Pollock is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.