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 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis since 2009, following five years at American Trust Investment Services, Inc. Outside of his advisory work, he is managing partner of Evolution Investments, LLC, which manages office facilities related to Atis. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, primarily managing assets on a non-discretionary basis.

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 and holds a Series 65 license with 10 years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses for individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis and offers a Style Rotation ETF strategy alongside traditional security selection.

Gregory Forsythe is a CFA® charterholder and principal of Forsythe Wealth Management, Inc. with eight 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 Crown Point Community Foundation and is a member of the foundation's investment committee, contributing to local community support and quantitative investing initiatives. Forsythe Wealth Management provides discretionary investment management and consulting to individuals, families, and select institutions. The firm uses a risk-first framework with proprietary quantitative stock-ranking and a Defensive Equity strategy to tailor portfolios focused on capital preservation and growth.

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.

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 at Eley-Graham-Austgen Financial Advisory Services with Series 63 and Series 66 licenses and four years of industry experience. He has held positions at multiple firms including Lion Street Financial and OneAmerica Securities. In addition to his advisory role, Fancher 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 to individual and high-net-worth clients, focusing on retirement, tax, estate, and education goals through scenario analysis and asset-allocation recommendations rather than discretionary investment management.

Christian Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. He holds a Series 65 designation and has 8 years of industry experience. His prior experience includes six years at Indiana University, and he has been with Midwest Wealth Builders, Inc. since 2015. Midwest Investment and Retirement Management provides discretionary portfolio management for individual and trust clients, including high-net-worth households, focusing on diversified, long-term allocations primarily in U.S. stocks and bonds. The firm emphasizes personalized financial planning and offers educational resources to support clients in developing their own retirement plans.

Gary Crum is a Series 65-licensed financial advisor at Midwest Investment and Retirement Management, Inc. with 13 years of industry experience. He has worked at Midwest Investment and Retirement Management since 2013 and previously spent nine years at Indiana Wesleyan University. Since 2024, he has also been associated with The Retirement Store Inc. Midwest Investment and Retirement Management provides discretionary portfolio management for individual and trust clients, including high-net-worth households, focusing on publicly traded securities. The firm emphasizes long-term, diversified allocations tailored to clients’ risk tolerance and goals and supports clients in developing personal life plans through educational resources and seminars.

Lothar Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gehrig Capital Management since 2007, while also maintaining a long-standing affiliation with Gehrig and Homberg since 1986. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and trusts. The firm employs a combination of fundamental analysis, technical charting, and mutual fund/ETF evaluation to guide investment strategies tailored to clients' objectives, time horizons, and risk tolerance, while also being affiliated with a related accounting practice.

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.

David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

Victor Dimaggio is a financial advisor with Crescent Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Crescent Advisor Group in 2008, he has been a partner at Dimaggio & Robinson, Ltd., a tax accounting and business consultation firm, since 1988. Outside of his advisory role, he is involved in several business ventures including serving as president of a professional employer organization and a health insurance sales company. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base that includes individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

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.

Shelby Cavanaugh is a financial advisor at Horizon Investment Services, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Horizon since 2006. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm combines fundamental research with a proprietary quantitative stock-rating system and offers a range of strategies, including equity, equity/income, and socially/faith-based overlays.

Richard Moroney is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC. since 1997 and also has been involved with Horizon Publishing Company since 1989. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions and offers a range of equity and income strategies, including socially and faith-based overlays.

Charles Carlson is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC since 1997 and has been involved with Horizon Management Services since 1995 and Horizon Publishing Company since 1982. Carlson is also a member of Highland Park Equity, LLC, an investment holding company. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a quantitative stock-rating system and a documented research workflow to manage a range of equity-focused strategies and also licenses model portfolios and acts as a sub-advisor in wrap fee programs.

David Wright is a CFA® charterholder with 14 years of industry experience, currently serving at Horizon Investment Services, LLC. He has been with Horizon since 1997. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, ETF-based, and socially/faith-based approaches.