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.

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

David Lloyd is a financial advisor at Global Assets Advisory, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grace Capital Management and Triad Advisors, Inc. In addition to his advisory roles, he has been involved with a private label financial business, a tax management holding company, and a health insurance brokerage. 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 across a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party program referrals.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

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.

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.

James Bobos is a financial advisor at Compass Financial Advisors LLC, holding a Series 66 designation with 25 years of industry experience. He has been with Compass Financial Advisors since 2001. Bobos also holds an insurance sales license. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold investment strategies while providing retirement plan advisory services and periodic financial plan reviews.

Lynn Fisel is a financial advisor at Compass Financial Advisors LLC with 35 years of industry experience. He has been with Compass since 1993 and holds a Series 63 designation. Outside of his advisory role, Mr. Fisel is a Certified Public Accountant and serves as chairman of the Hebron United Methodist Church Endowment Committee, as well as treasurer of the Hebron Lions Club. Compass Financial Advisors serves individuals, including high-net-worth clients, trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy while providing comprehensive financial planning, portfolio supervision, and retirement plan advisory services.

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, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Caitlin John, LLC since 2012. In addition to his advisory role, he acts as an independent insurance agent for various insurance companies. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans. The firm operates as an RIA-aggregator, supporting independent practices under centralized compliance and supervision, and uses a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Bradley Alvarez is a financial advisor with Aspirean Wealth, LLC in Chesterton, Indiana, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Aspirean Wealth since 2021 and previously held roles at Securities America Advisors, Securities America Inc, and Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory, utilizing diversified, passively managed funds and third-party money managers.

Clifford Malings is a financial advisor with Compass Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Compass Financial Advisors since 2005. Outside of his advisory role, he owns Ariel Solutions, LLC, a company specializing in wheelchair accessories. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm follows a long-term, buy-and-hold investment approach combined with tactical adjustments as needed and offers both internal and third-party portfolio management.

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.

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.