Jason David Mitchell

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.

Sharon Mallory is the managing member of SDM Investments, LLC, an independent registered investment adviser, with 28 years of experience in the financial services industry. She holds Series 63 and Series 65 licenses and has been with SDM Investments since 2006. In addition to her advisory role, Mallory works as a physical therapist and has been involved in health insurance sales since 1992. SDM Investments provides customized portfolio management and financial planning to individuals and institutional clients, employing a Mid Cap Value strategy focused on fundamental, valuation-driven research and concentrated portfolios typically comprising 15–25 holdings with a multi-year investment horizon.

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.

Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.