Victoria Holt is a CFP® with 17 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. She has previously worked with LPL Financial and operates True Blue Tax, LLC, a tax preparation firm. In addition to her financial advisory role, she is a licensed insurance agent. True Blue Financial provides investment advice and financial planning to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a goal-driven, tailored investment process that utilizes asset allocation, model portfolios, and multiple analytical approaches, with ongoing monitoring and reallocation as needed.

Lucas Brown is a CFP® professional with 26 years of industry experience. He is affiliated with True Blue Financial, LLC and has been involved with the firm since 2009. Brown also operates True Blue Tax, LLC and serves as an adjunct professor at Cornerstone University. He owns a small family farm that produces grain and grapes. True Blue Financial provides investment advice and financial planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm uses a goal-driven, tailored investment approach, incorporating asset allocation, model portfolios, and a mix of fundamental, technical, and cyclical analysis, while utilizing AI tools and offering discretionary portfolio management through LPL-sponsored programs.

Richard Martin III is a financial advisor at True Blue Financial, LLC in Stevensville, MI, holding a Series 66 designation with five years of industry experience. His work history includes roles at True Blue Financial, True Blue Tax, LPL Financial, and Crowe Horwath, LLP. Outside of advising, he is a licensed notary and provides tax preparation and planning services through True Blue Tax. True Blue Financial primarily serves individual clients, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and financial planning. The firm employs a goal-driven, tailored investment process combining asset allocation, model portfolios, and multiple analysis methods, and it sponsors its own wrap fee program while maintaining affiliations with tax preparation and insurance services.

John Gannon is a CFA® charterholder with 19 years of industry experience. He is currently with WealthCare Financial Group, Inc. and has previously worked at firms including LPL Financial, Fidelity Investments, JP Morgan Securities, and Merrill. WealthCare Financial Group serves individuals and families, business owners, non-profit organizations, and retirement plan sponsors. The firm offers financial planning, retirement planning, portfolio management, pension consulting, and rollover guidance, employing a “Structured Investing” approach based on diversified, customized portfolios and a long-term focus.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

Derek Middleton is a financial advisor with Kovack Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience and has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he operates Middleton Financial, a financial planning and investment advice business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, and offers services such as discretionary asset management, third-party manager recommendations, and account aggregation via Pontera.

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Client One Securities since 2014 and serves clients from New Carlisle, Indiana. Outside of his advisory role, he acts as co-executor and co-trustee for a special needs trust related to his family estate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, employing fundamental and cyclical security analysis, model asset allocations via its proprietary CreativeOne Wealth platform, and access to third-party managers.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution company, and serves as a high school boys golf coach. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and a broad network of advisors.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Bradley Werner is a financial advisor with Summit Financial, LLC in Michigan City, IN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes positions at National Planning Corporation, Securities America Advisors, and Private Client Services before joining Summit Financial. He hosts the podcast Extraordinary Lives Revealed, where he interviews clients, prospects, and partners about their lives. Summit Financial, LLC is a multi-team SEC-registered advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Bontrager is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Valic Financial Advisors since 2001 and is also an agent for AGIA, selling non-security insurance products. Valic Financial Advisors 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 discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Courtenay Lavigne is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has worked at TIAA-CREF since 2014 and is also involved in marketing for Something from Nothing LLC, a business focused on a product innovation for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services under a fiduciary standard.

Kasey Kozlowski is a financial advisor with Valic Financial Advisors in Michigan City, IN, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Valic Financial Advisors, Kasey worked at firms including Edward Jones, J.P. Morgan Securities LLC, and National Life Group. Kasey is also an insurance agent affiliated with Agia, providing non-securities insurance products on a limited basis. 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 consulting services through a large network of advisors and implements discretionary unified managed accounts with an emphasis on model-based solutions and comprehensive risk management.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Her work history includes multiple roles in hospitality prior to joining Edward Jones. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Wall is a financial advisor at Edward Jones in Bridgman, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and maintains several residential rental properties in Crystal Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Don Lewis is a financial advisor with J.P. Morgan Securities in Michigan City, IN, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Anderson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Michigan City, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

Alexander Nisle is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Horizon Bank, and Ameritrack Railroad. Nisle is based in Michigan City, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Taylor Bongiovanni is a financial advisor with Fidelity Investments in Michigan City, IN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Fidelity, Taylor held positions at various firms including United Technologies Aerospace Systems and Capital City Wealth Management. Taylor is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Kopec is a financial advisor with Edward Jones in Michigan City, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Kopec is the owner of an event hall in Cedar Lake, IN, and serves as an assistant offensive line football coach at Hanover Central High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of investment strategies and offers affiliated capabilities including a trust company and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Frank Martin is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Notre Dame Federal Credit Union, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management approaches.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.