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.

Ryan Kotys is a financial advisor with Kotys Wealth Professionals in Valparaiso, IN, holding a Series 66 designation and 16 years of industry experience. He has worked at Kotys Wealth Professionals since 2013 and previously spent three years at LPL Financial. Kotys Wealth Professionals provides discretionary and non-discretionary investment management, financial planning, and cash management services for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a nimble trading strategy integrating technical, quantitative, and fundamental analysis and uses derivatives and structured products within managed accounts, supported by an investment committee and advanced tools including AI platforms.

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.

John Lauer is a financial advisor with Lauer Wealth Management in Valparaiso, IN. He holds a Series 66 designation and has 10 years of industry experience, including roles at HighTower Securities, LLC and HighTower Advisors, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and is a licensed CPA who assists family and friends with tax preparation. Lauer Wealth Management serves individuals, trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million for about 399 clients. The firm employs Modern Portfolio Theory and custom asset-allocation models, incorporating tax-aware portfolio management and coordinated CPA tax reviews as part of its advisory services.

John Lauer is a CFP® professional with 27 years of experience in financial advising. He is the principal at Lauer Wealth Management in Valparaiso, IN, where he has worked since 2017. His prior experience includes roles at Ifam Capital, Northwest Wealth Management, Questar Asset Management, and Compass Financial Advisors. Lauer Wealth Management serves individuals, trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million across about 399 client relationships. The firm uses Modern Portfolio Theory and custom asset-allocation models to create portfolios incorporating ETFs, mutual funds, stocks, bonds, and bank CDs, and offers tax-aware management alongside coordinated accounting and tax consulting services.

Grant Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN. He holds a Series 65 designation and has recently transitioned into advisory services after roles in financial leadership and accounting, including positions at Signal CFO and CNO Financial Group. Lauer Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm employs Modern Portfolio Theory and tax-aware strategies, offering coordinated services with licensed CPAs and fiduciary retirement plan management.

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.

Gene Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN, holding a Series 65 designation with 12 years of industry experience. Prior to joining Lauer Wealth in 2020, he worked at Compass Financial Advisors from 2014 to 2020. Outside of his advisory role, Hamstra is the owner and president of Hamstra Mortgage Professionals, a mortgage brokerage firm he has operated since 2006. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, utilizing asset allocation models based on Modern Portfolio Theory and a combination of ETFs, mutual funds, stocks, bonds, and bank CDs.

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.

David Lekarczyk is a financial advisor with SimplyRIA Advisor Network in Valparaiso, IN, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been self-employed since 2012 and has worked with Caitlin John Private Wealth Management and SimplyRIA Advisor Network for the same duration. Outside of his advisory role, he operates as an independent insurance agent for various companies. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of strategic asset allocation, active and passive management, and offers discretionary and non-discretionary portfolio management through multiple channels, including third-party sub-advisers and model platforms.

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.