Thomas O'Shaughnessy III is a CFP® professional with 11 years of industry experience, currently serving with Polaris Wealth Management, LLC since 2020. His prior roles include positions at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm focused on plan consulting and qualified plan administrative activities. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, custom financial planning, and pension consulting. The firm uses modern portfolio theory and tailored asset allocation while offering educational seminars and maintaining fiduciary standards for retirement accounts.

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.

Howard Ramsamugh is a financial advisor at Polaris Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC. In addition to his advisory role, he produces and shares articles on financial and lifestyle issues through his own firm, Howard Ramsamugh Inc. Polaris Wealth Management serves individual investors and retirement plans with discretionary portfolio management, customized financial planning, and pension consulting. The firm employs modern portfolio theory and tailored asset allocation, offering a broad range of security types and educational workshops for retirement clients.

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.

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.

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.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.

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.

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.

Robert Sweet is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Horizon Investment Services, LLC. He has been with Horizon since 1999. Outside of his advisory role, he is involved in editorial consulting through his ownership of Innovations, where he edits copy for clients. 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 fundamental research process combined with a proprietary quantitative stock-rating system and offers a range of strategies including equity, income, ETF-based, and socially/faith-based overlays.

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.

Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bluegrass Capital Advisors, LLC, and Private Client Services. Additionally, he serves as a trustee for the Village of South Holland, overseeing economic development and code enforcement departments. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. Their investment approach includes globally diversified portfolios and a proprietary strategic-and-tactical framework utilizing price-driven trend-following and momentum rules.

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.

Joyce Kelley is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with affiliated firms within the Global View Capital group since 2010. Kelley serves as a board member of the Membership Committee at the South Suburban Small Business Association. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, leveraging algorithmic research to manage strategies aligned with client risk profiles and objectives.

Blake Pysh is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. Prior to joining Prosperity Capital Advisors, he was associated with Hammer Financial Group and has experience working with community organizations such as Crossroads YMCA and Crown Point Cal Ripken Baseball. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial advisors. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision and offers investment solutions including separately managed accounts and retirement plan services.