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.

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.

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.

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.

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.

Daoran Alabin is a financial advisor at JT Asset Allocation LLC with six years of industry experience. He holds the Series 66 designation and has worked with First Allied Securities, Inc. and Smartcorr Systems Inc. Prior to joining JT Asset Allocation, he has been active in advisory and other business roles since 2016. JT Asset Allocation LLC is a small registered investment adviser that provides discretionary portfolio management and individualized investment plans for private individuals. The firm emphasizes portfolio construction, asset allocation, and active monitoring, employing strategies that include derivatives and both long- and short-term trading.

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.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023. Her prior experience includes roles at Midwest Legacy Group, LLC and The Millennium Group, Where Service Matters. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and businesses. The firm integrates tax-preparation services through an affiliated entity and uses a fundamental analysis approach to build customized investment portfolios that may include mutual funds, ETFs, individual equities, and other assets.

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.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.