Pamela Martin is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at StrategIQ Financial Group, LLC and has operated Keys to Life, LLC, a public speaking business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of financial planning, retirement consulting, and multi-family office services.

Joshua Mauk is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at CAPE Securities, Inc., Purshe Kaplan Sterling Investments, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved in several business activities including owning ConnectMyBiz, which refers employers for Employee Retention Credits, and serving as president of TerraWealth Risk Management, focusing on life insurance and fixed annuity products. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed models with locally managed portfolios and invests across various asset classes, offering services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles for private funds and pooled vehicles.

Kashish Meghani is a financial advisor at Waverly Advisors, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Waverly Advisors in 2024, Meghani worked at StrategIQ Financial Group, Savant Wealth Management, and First Secure Community Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers services including investment management, financial planning, and multi-family office solutions.

Jennifer Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. Prior to joining Waverly, she worked at StrategIQ Financial Group, LLC for six years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, retirement consulting, and multi-family office services.

Melvin Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at IP Financial Advisory Services since 2020 and is also affiliated with Innovation Partners LLC and the Merrillville Education Foundation. Brooks has been involved with the Merrillville Education Foundation for over 20 years. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services, with a focus on non-high-net-worth investors and retirement plan participants. The firm employs various analytical approaches and provides specialized advisory services, including actuarial analysis and benefits consulting.

Jackson Sheputis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently affiliated with Triad Wealth Partners, LLC and has previously worked at Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. Prior to his financial advisory career, he held roles at Valparaiso University and in the education sector. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach overseen by an investment committee and provides diversified strategies across multiple asset types.

Victoria Chatman is a financial advisor at Waverly Advisors, LLC, with a Series 65 designation and three years of industry experience. She joined Waverly Advisors in 2024 after working at StrategIQ Financial Group, and has prior experience in various service roles. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving clients through institutional custodians and various planning tools.

Steven Gronceski is a CFP® professional with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024. Prior to joining Waverly, he spent 25 years at StrategIQ Financial Group, LLC and nine years at Sii Investments. Outside of his advisory work, he is a member of IQ Companies, LLC, which owns StrategIQ Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office services, integrating traditional strategies with alternative and private-market allocations.

Craig Engel is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Allstate, Financial Engines Advisors, and Edelman Financial Services. Outside his advisory work, Engel participates as a subcontractor and performer in entertainment events and serves as an elections inspector as well as a board member for the West Porter Fire Protection District. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models with both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm’s affiliation with Principal Financial Group allows access to a range of proprietary products and integrated service offerings.

Christian Resendiz is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and UPS. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies and offers services including financial planning and multi-family office support.

Chad Hassinger is a CFP® professional with 34 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Sii Investments Inc and Strategiq Financial Group. Outside of his advisory work, he holds management roles in several non-investment related entities, including a holding company and a health and fitness club. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive planning and consulting services.

Alana Davis is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., National Life Group, and Equity Services Inc. Davis is also associated with TrueWealth Advising Group, where she is involved in insurance and investment-related activities. Prospera Financial Services, Inc. serves a broad range of clients including individuals, corporate and charitable entities, and retirement plans. The firm employs multiple investment platforms and models, offering advisory and financial planning services through discretionary and non-discretionary portfolio management.

Madeline Brown is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Waverly Advisors, she worked at StrategIQ Financial Group and Sterling Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions.

Lauren Mink is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management, AE Financial Services, and Primerica. Outside of her role at Apollon, she is also affiliated with Terra Wealth as an Investment Advisor Representative. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

Doug Hoover is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at StrategIQ Financial Group, LLC and SII Investments, Inc. Outside of his advisory work, he serves as a volunteer baseball coach for Porter Township School Corporation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Ashlynne Pala is a CFP® and Series 65 licensed advisor with five years of industry experience. She currently works at Waverly Advisors, LLC and previously spent five years at StrategIQ Financial Group, LLC. Ashlynne’s background includes roles outside of financial services, such as positions at The Pint and Purdue University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides services including financial planning, retirement consulting, and multi-family office solutions.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, and Fidelity Brokerage Services. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through discretionary and non-discretionary wrap programs, utilizing a variety of managed strategies and internal trading capabilities.

Kevin Johnson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a guardian for his daughter. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of model portfolios managed internally and by third parties, supported by an Investment Strategy Committee and an in-house trading desk.

David Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.