Eliseo Jojo Prisno is a financial advisor at P/E Capital Investments with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has served in senior roles at P/E Capital Investment Management Partners since 2014. P/E Capital provides discretionary investment management and advisory services to individuals, trusts, charitable organizations, corporations, and retirement accounts. The firm employs a total-return oriented approach using quantitative, fundamental, technical, and cyclical analysis, offering diverse strategies including model portfolios, a fund-of-funds solution via Ameritas separate accounts, and a technology-focused growth hedge program executed through Interactive Brokers.

Charles Clemons is a financial advisor with Lexus Wealth Management, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at EverGreen Capital Management for nine years and has been involved in insurance sales through various carriers since 2009. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million across about 279 accounts. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and regular portfolio reviews.

Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.

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.

Timothy Shaw is a financial advisor at Gineris Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic, FNML, Inc., and World Equity Group, Inc. Shaw is a silent partner and board member of Gineris & Associates, an accounting firm with which his advisory firm has a reciprocal referral relationship. Gineris Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and small businesses. The firm offers non-discretionary portfolio management, hourly financial planning, and access to third-party asset-management programs, managing approximately $72.5 million in assets across about 249 client relationships.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

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.

Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.

Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.

John Evanich is a financial advisor at Atis, Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis, Inc since 2009. Outside of his advisory role, he is the managing partner of Evolution Investments, LLC, which manages office facilities and a professional condo association. Atis, Inc serves individual investors and trusts, focusing largely on IRA rollovers. The firm provides portfolio management and planning services through wrap-fee programs on RBC-sponsored platforms, using both fundamental and technical analysis with an emphasis on asset allocation and diversification.

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.

John Lyon is a CFA charterholder with nine years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. Prior to that, he held positions at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Chicago Booth School of Business, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and incidental financial planning to individuals, corporate retirement plans, trusts, estates, organizations, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis to build diversified portfolios with an emphasis on asset allocation to limit downside risk.

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.

Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.

Kevin Griffin is a CFP® professional with 10 years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016. The firm serves individuals, families, trusts, small businesses, and pension plans, offering personalized financial planning and portfolio management tailored to clients’ objectives and risk tolerance. Griffin Financial Advisors combines fundamental, technical, and cyclical analysis in its investment approach and provides periodic reviews and documented financial plans through a seven-step process.

Donald Fancher is a financial advisor with Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at firms including Lion Street Financial and OneAmerica Securities. Outside of advisory work, he is employed by Zachry Engineering, where he manages capital improvement and regulatory projects at a refinery. Eley-Graham-Austgen Financial Advisory Services provides comprehensive financial planning for individual and high-net-worth clients, focusing on retirement, tax, estate, and education goals. The firm emphasizes asset-allocation recommendations and scenario analysis without discretionary management of client investment accounts.

Christian Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Indiana University for six years. Christian also maintains a role at Midwest Wealth Builders, Inc., where he has been active for over a decade. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households by providing discretionary portfolio management across equities, bonds, mutual funds, and other securities. The firm emphasizes long-term, diversified, balanced allocations tailored to clients’ risk tolerance and offers retirement planning support alongside educational seminars.

Gary Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Midwest Investment and Retirement Management since 2013, as well as at The Retirement Store Inc. since 2024. Prior to his advisory roles, he was employed at Indiana Wesleyan University for nine years. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households with discretionary portfolio management across various asset classes and offers retirement planning support and educational seminars. The firm focuses on long-term, diversified, balanced allocations tailored to client risk tolerance, managing most accounts on a discretionary basis while allowing written investment restrictions.

Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, customized financial planning, and pension consulting. The firm applies modern portfolio theory to asset allocation and offers educational seminars for retirement plan clients.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.