Scott Pederson is a financial advisor with Harmony Wealth Management LLC in Crown Point, Indiana. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 22 years at Charles Schwab & Co., Inc. and Charles Schwab Bank before founding his current firm in 2019. Harmony Wealth Management is an independent asset management and financial planning firm serving individuals, trusts, corporations, retirement plans, tax-exempt entities, and government clients. The firm emphasizes quantitative portfolio optimization and efficient-frontier analysis in its investment process and offers a distinctive service mix that includes predominantly non-discretionary asset management and educational client workshops.

Justin Mccurdy is a CFP® professional with seven years of industry experience, currently serving at Bridge Financial Planning, LLC since 2022. Prior to this, he worked at HighTower Securities, LLC and HighTower Advisors LLC from 2018 to 2022. His background also includes roles at the ND Deloitte Center for Ethical Leadership and Riverbend Cancer Services. Bridge Financial Planning serves individuals, charitable organizations, corporations, and business owners, providing investment management alongside comprehensive and project-based financial planning. The firm offers retirement-plan advisory and business-focused planning services, with investment management delivered through tailored discretionary portfolios that incorporate tax and liquidity considerations and utilize third-party sub-advisers and model strategies.

Michael Mullen is a financial advisor at Pinnacle Financial Group LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Mass Mutual Investors Services. In addition to his advisory role, he operates an independent insurance practice. Pinnacle Financial Group provides investment advice primarily to individual clients, offering both discretionary and non-discretionary asset management along with financial planning services. The firm employs a combination of fundamental analysis and Monte Carlo planning techniques and conducts quarterly account reviews.

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.

Eudora Adolph is a financial advisor with AverTrust Wealth LLC in Crown Point, IN, holding a Series 66 designation and 18 years of industry experience. She has been with AverTrust Wealth LLC since 2010. In addition to her advisory role, she is involved in the sale of various insurance products through multiple insurance companies. AverTrust Wealth LLC is a woman-owned independent investment adviser serving individuals, small businesses, trusts, and estates, with client focus areas including automotive and technical business owners, retirees, women, and medical professionals. The firm offers fee-based investment supervisory services and financial planning, typically managing accounts on a non-discretionary basis while incorporating technical, fundamental, and cyclical analysis in its investment process.

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 50+ 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.

John Lauer is a financial advisor at Lauer Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked previously with HighTower Advisors, LLC and HighTower Securities, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and holds a CPA license, assisting family and friends with tax preparation. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, using asset-allocation models based on Modern Portfolio Theory and tax-aware strategies tailored to client objectives.

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.

John Lauer is a CFP® professional with 27 years of industry experience. He is a principal at Lauer Wealth Management, where he has worked since 2017, and also has experience with IFAM Capital and Central Wealth. Lauer Wealth Management serves individual clients, trusts, retirement plans, and business entities through financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program. The firm employs asset-allocation models based on Modern Portfolio Theory and offers services including discretionary portfolio management, tax-aware rebalancing, and options strategies tailored to client risk and cash-flow needs.

Gene Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN, holding a Series 65 designation with 12 years of industry experience. Prior to joining Lauer Wealth in 2020, he worked at Compass Financial Advisors from 2014 to 2020. Outside of his advisory role, Hamstra is the owner and president of Hamstra Mortgage Professionals, a mortgage brokerage firm he has operated since 2006. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, utilizing asset allocation models based on Modern Portfolio Theory and a combination of ETFs, mutual funds, stocks, bonds, and bank CDs.

Ryan Forsythe is a financial advisor at Forsythe Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Forsythe Wealth Management since 2018. In addition, he serves as Director of Research at Revelation Investment Research, where he develops and sells stock selection models to other investment firms. Forsythe Wealth Management provides discretionary investment management and non-discretionary financial consulting to individuals, families, and select institutional clients. The firm uses a risk-first framework with proprietary quantitative stock-ranking and offers customized portfolios focused on capital preservation and growth.

Dorothy Austgen is a CFP®-designated financial advisor with 26 years of industry experience. She is an owner and advisor at Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN, and has worked with firms including Covenant Wealth Partners, Csenge Advisory Group, and Lion Street Financial. Outside of advisory services, she owns and manages real estate through Premier Property Investments, LLC and Crown Real Estate Group, LLC. Eley-Graham-Austgen Financial Advisory Services provides investment advice and financial planning to clients, focusing on delivering tailored recommendations and comprehensive financial analyses.

Owen Rush is a financial advisor at Walsh Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and operating his own firm, Rush on Investments, LLC. Walsh Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and offers both comprehensive one-time plans and ongoing subscription-based planning, utilizing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.

Gregory Forsythe is a CFA® charterholder and principal at Forsythe Wealth Management, Inc. in Crown Point, IN, with seven years of industry experience. He is also president of Revelation Investment Research, a consulting firm serving institutional investors. Forsythe serves on the boards of the Chicago Quantitative Alliance and the Journal of Behavioral Finance, and participates on the Crown Point Community Foundation's board and investment committee. Forsythe Wealth Management provides discretionary investment management and financial consulting to individuals, families, and select institutional clients. The firm employs a risk-first framework with proprietary quantitative stock ranking and offers strategies focused on capital preservation, growth, and defensive equity.

Joseph Murphy is the sole advisor at MWM Advisory Group, LLC in Valparaiso, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to founding MWM Advisory Group in 2020, he worked at Avantax Advisory Services and related entities from 2017 to 2020. In addition to advisory work, Murphy serves as CEO of Heartpuppet dba Murphy Wealth Management, an insurance agency where he acts as a licensed insurance producer specializing in life, health, and annuity policies. MWM Advisory Group provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm manages approximately $21 million across about 135 client relationships and integrates portfolio management with financial plans prepared using Precise FP and RightCapital, utilizing a technology platform that supports trading and reporting alongside access to independent sub-advisers.

Ryan Kotys is a financial advisor with Kotys Wealth Professionals in Valparaiso, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Kotys Wealth Professionals since 2013. 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, and maintains an investment committee to review market trends and strategies.

Donald Fancher is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at multiple firms including Lion Street Financial and Zachry, where he also manages capital improvement and regulatory projects outside the financial sector. Fancher is involved in insurance product sales through Eley-Graham-Austgen Financial Advisory Services. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.