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.

Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, customized financial planning, and pension consulting. The firm applies modern portfolio theory to asset allocation and offers educational seminars for retirement plan clients.

Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.

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.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.

Lothar Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gehrig Capital Management since 2007, while also maintaining a long-standing affiliation with Gehrig and Homberg since 1986. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and trusts. The firm employs a combination of fundamental analysis, technical charting, and mutual fund/ETF evaluation to guide investment strategies tailored to clients' objectives, time horizons, and risk tolerance, while also being affiliated with a related accounting practice.

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.

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.

Kevin Hawley is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Navalign, LLC since 2018 and previously worked at Carter Jacobs, LLC and Avondale Asset Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients and employs a mix of fundamental analysis, long-term and short-term strategies, and the use of borrowing and derivatives within separately managed accounts.

Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.

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.