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.

Joseph Harowski is a CFP® professional with 21 years of industry experience. He is the sole advisor at Smart Choice Financial Planning, Inc. and has been affiliated with United Planners Financial Services of America since 2004. Smart Choice Financial Planning offers financial planning, retirement and estate consultations, and portfolio monitoring to individuals, families, and small businesses without account minimums. The firm follows a primarily passive, low-cost investment approach and provides services on a project or fixed-fee basis with a fee-only, no-commission structure.

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.

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.

Craig Menninga is a financial advisor at CWM Wealth Management, LLC, an independent firm based in Lowell, Indiana. He holds Series 63 and Series 65 designations and has 13 years of industry experience. In addition to his advisory role, Menninga serves as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides portfolio management and investment advice to individuals, families, and small businesses. The firm combines technical analysis with fundamental research to create tailored portfolios and offers a range of strategies including high-yield and income-focused sleeves.

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.

Kevin Griffin is a financial advisor with Griffin Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Griffin Financial Advisors since 2014 and has operated under the Griffin Wealth Management name since 2003. Outside of investment advisory services, he is involved in a non-variable insurance business offering fixed annuities, long-term care, and term life insurance. Griffin Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm employs a personalized, fiduciary approach that tailors asset allocation and investment selection using fundamental, technical, and cyclical analysis, sometimes utilizing outside specialty managers to implement specific strategies.

Jorge Velasquez is a financial advisor at Wisely Advised with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wisely Advised since 2011. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of traditional insurance products. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across 185 client relationships. The firm uses a combination of fundamental and technical analysis to manage discretionary and non-discretionary portfolios, offering both model and customized investment options alongside financial planning and qualified plan services.

Kenneth Michaels is a financial advisor at Wisely Advised with three years of industry experience. He holds a Series 65 designation and has worked at Wisely Advised since 2021, with prior experience at Centier Bank and Indiana University Northwest. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across about 185 client relationships. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios and offers discretionary management, financial planning, and qualified plan services.

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.

Kevin Griffin is a CFP® and holds a Series 65 license with nine years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016 and previously worked at Bmo Harris Bank from 2014 to 2016. Griffin Financial Advisors provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm uses a personalized, fiduciary approach that incorporates fundamental, technical, and cyclical analysis to tailor asset allocation and investment selection, occasionally employing outside specialty managers.

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.

Timothy Webb is a financial advisor with RCM Wealth Advisors in Crown Point, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Know Your Options Inc. since 2012 and holds ownership stakes in several related entities, including a majority interest in Iolite Asset Management. RCM Wealth Advisors is a multi-advisor firm managing approximately $324 million for about 530 clients, offering portfolio management and financial planning services to individuals, pension plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and implements a variety of strategies including ETF-driven allocations and options-based hedging programs.

Danielle Helfrich is a financial advisor with Prospera Financial Services, Inc. and holds the Series 63 and Series 66 designations. She has 23 years of industry experience, including prior roles at National Life Group, Equity Services Inc, Charles Schwab, and Raymond James Financial Services. Outside of her advisory work, she volunteers with P.E.O. International, an educational support organization for women. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Thomas Pruzin is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Prospera in 2024, he worked at Equity Services Inc and National Life Group from 2022 to 2024, and he spent nearly four decades in the funeral home business. Outside of advising, he is an insurance producer with Hanger Insurance Group. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a variety of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio solutions.

James Baltzersen is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks and Summit Brokerage Services. Outside of his advisory role, Baltzersen serves on the boards of Rotary International in Crown Point and Heritage Baptist Church. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Pamela Martin is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at StrategIQ Financial Group, LLC and HD Vest Insurance Agency. Outside of her advisory role, she is a partner at Keys to Life, LLC, where she manages public speaking events. Waverly Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm combines centralized and customized investment strategies across traditional and alternative asset classes, supported by an investment committee and affiliated businesses including tax, accounting, and trust services.