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.

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.

Douglas Santefort is the owner and president of Santefort Investment Group, LLC, with 21 years of industry experience. He holds a Series 66 designation and previously worked at Madison Avenue Securities, Inc. from 2007 to 2018. Outside of his advisory work, he serves on the board of the Elim Christian Services Foundation. Santefort Investment Group advises individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement-plan consulting as a 3(21) fiduciary, public educational seminars, and sells fixed insurance products, employing a blend of fundamental, technical, charting, and cyclical analysis with support from third-party managers and platforms.

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.

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.

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.

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.

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.

David Bonifield is a financial advisor at Optimized Capital LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fourstar Wealth Advisors, LLC and U.S. Bank. Outside of his advisory role, he serves as president of Boniventures, Inc., a consulting firm unrelated to investments. Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, corporations, and pension or profit-sharing plans. The firm emphasizes customized model portfolios focused on asset allocation and employs a mix of fundamental, technical, and long-term strategies with periodic rebalancing.

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.

Gene Witt is a CFP® with 20 years of industry experience and is currently affiliated with Optimized Capital LLC. He has previously worked at FourStar Wealth Advisors, LLC, and Cetera Investment Advisers LLC. In addition to his advisory work, Witt maintains a licensed insurance practice selling health, property, and casualty insurance. Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, corporations, and pension or profit-sharing plans. The firm specializes in customized model portfolios focused on asset allocation and offers both discretionary and non-discretionary management services.

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.