Gregory Alfredo Chona

Michael Mullen is a financial advisor with Pinnacle Financial Group LLC in Valparaiso, IN. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Merrill Lynch, MassMutual Life Insurance, and The Prudential Insurance Company of America. In addition to his advisory work, he maintains an independent insurance practice. Pinnacle Financial Group provides investment advice primarily to individual clients, offering discretionary and non-discretionary asset management along with financial planning and consultation services. The firm uses a combination of fundamental analysis and Monte Carlo planning techniques and serves mostly non-high-net-worth clients.

Kally Tsangaris is a financial advisor at RCS Financial Advisors, Ltd with 27 years of industry experience. She holds a Series 65 designation and has led RCS Financial Advisors since 1993. Prior to founding the firm, she has a background in banking and private banking. RCS Financial Advisors, Ltd provides discretionary asset management services to individuals, custodial accounts, corporations, IRAs, and trusts. The firm uses a fundamental analysis-based investment process and employs both long- and short-term strategies across various asset classes, maintaining a hands-on operational approach with centralized oversight of related-person trading.

Eoin Kirwan is the sole advisor at Blue Iguana Capital LLC, an independent financial consulting firm. He holds a Series 65 designation and has experience working at multiple firms including Korn Ferry ISP LLC and Salo LLC. Kirwan also maintains a separate, largely full-time accounting role outside his advisory business. Blue Iguana Capital provides financial consulting through topic-specific consultations covering retirement strategy, cash-flow analysis, tax reduction, risk management, and estate preservation. The firm develops tailored plans based on client objectives and publicly available data but does not manage assets or provide ongoing monitoring.

Dunes Financial provides financial planning and investment management for hardworking professionals age 55+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.

Wesley Kotys is a CFP® with 21 years of industry experience, currently serving at Kotys Wealth Professionals in Valparaiso, IN. He has been with Tkg Advisors, LLC since 2013. Outside of his advisory role, he oversees a farm operation, Bison Creek Farm, in Westville, IN. Kotys Wealth Professionals provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a trading approach that combines technical, quantitative, and fundamental analysis, including options strategies for hedging and income generation.

Drew Vesling is a financial advisor at Kotys Wealth Professionals with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for four years. Kotys Wealth Professionals serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, and consulting services. The firm employs a trading approach that integrates technical, quantitative, and fundamental analysis, including the use of options strategies for hedging and income generation.