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 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.

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

David Lloyd is a financial advisor at Global Assets Advisory, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grace Capital Management and Triad Advisors, Inc. In addition to his advisory roles, he has been involved with a private label financial business, a tax management holding company, and a health insurance brokerage. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million across a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party program referrals.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

Gregory Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Gehrig Capital Management since 2011. Outside of his advisory work, he coaches youth soccer on a part-time basis. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management for individuals, high-net-worth clients, and trusts. The firm combines fundamental analysis, technical charting, and mutual fund/ETF evaluation to tailor investment strategies aligned with client objectives and risk tolerance, managing approximately $204 million across about 644 accounts.

Benjamin Zamojski is an advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with firms including International Assets Advisory, LLC and Grace Capital Management, LLC. Outside of his advisory role, Zamojski is involved in marketing through Laszlo Rigsby Advisory Services and is an independent health and life insurance agent, as well as a plasma donor. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and referrals to third-party programs.

James Bobos is a financial advisor at Compass Financial Advisors LLC, holding a Series 66 designation with 25 years of industry experience. He has been with Compass Financial Advisors since 2001. Bobos also holds an insurance sales license. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold investment strategies while providing retirement plan advisory services and periodic financial plan reviews.

Lynn Fisel is a financial advisor at Compass Financial Advisors LLC with 35 years of industry experience. He has been with Compass since 1993 and holds a Series 63 designation. Outside of his advisory role, Mr. Fisel is a Certified Public Accountant and serves as chairman of the Hebron United Methodist Church Endowment Committee, as well as treasurer of the Hebron Lions Club. Compass Financial Advisors serves individuals, including high-net-worth clients, trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy while providing comprehensive financial planning, portfolio supervision, and retirement plan advisory services.

Matthew Ninkovich is a financial advisor at Gehrig Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at NiSource for ten years. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, through discretionary portfolio management. The firm develops personalized investment policies and employs a combination of fundamental analysis, charting, and mutual fund/ETF evaluation, integrating tax considerations and quarterly account reviews. Its management team also practices as licensed certified public accountants at an affiliated accounting firm, offering separate accounting services with reciprocal client referrals.

David Lekarczyk is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Caitlin John, LLC since 2012. In addition to his advisory role, he acts as an independent insurance agent for various insurance companies. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans. The firm operates as an RIA-aggregator, supporting independent practices under centralized compliance and supervision, and uses a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Bradley Alvarez is a financial advisor with Aspirean Wealth, LLC in Chesterton, Indiana, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Aspirean Wealth since 2021 and previously held roles at Securities America Advisors, Securities America Inc, and Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory, utilizing diversified, passively managed funds and third-party money managers.

Clifford Malings is a financial advisor with Compass Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Compass Financial Advisors since 2005. Outside of his advisory role, he owns Ariel Solutions, LLC, a company specializing in wheelchair accessories. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm follows a long-term, buy-and-hold investment approach combined with tactical adjustments as needed and offers both internal and third-party portfolio management.

Andrew Masteller is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Gehrig Capital Management, Inc. since 2013. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients as well as trusts with discretionary portfolio management. The firm combines fundamental analysis, charting, mutual fund and ETF evaluation, and various trading strategies to develop individualized investment policies, incorporating tax considerations and regular account reviews.

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.

Eric Gehrig is a financial advisor at Gehrig Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously played professional soccer in Major League Soccer for nine years. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients as well as trusts. The firm offers discretionary portfolio management tailored to clients’ objectives and risk profiles, employing a combination of fundamental analysis, charting, mutual fund and ETF evaluation, and both long- and short-term trading strategies.

Danielle Helfrich is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with firms including National Life Group, Equity Services Inc, Charles Schwab, and Raymond James Financial Services. Outside of her advisory role, she is involved with P.E.O. International, providing educational support for women. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

James Kuxhaus is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy since 2026. His prior experience includes roles at Commonwealth Financial Network, Cetera, and Directions Wealth Management. He is also the owner of JAK Enterprises, LLC, a private entity facilitating securities, advisory, and insurance business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, supplemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.