James Kuxhaus is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy since 2026. His prior experience includes roles at Commonwealth Financial Network, Cetera, and Directions Wealth Management. He is also the owner of JAK Enterprises, LLC, a private entity facilitating securities, advisory, and insurance business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, supplemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Thomas Pruzin is a financial advisor at Prospera Financial Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equity Services Inc and National Life Group. Before entering the financial services industry, he spent nearly four decades working in the funeral home business. Outside of advisory work, he is involved as an insurance producer with Hanger Insurance Group. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers investment advisory and financial planning services through multiple delivery platforms and customizable portfolio management options.

Dennis Sikorski is an investment advisor with First Heartland Consultants, Inc. in Valparaiso, IN, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been associated with First Heartland Capital, Inc. since 2002 and has operated under his own name since 1994. Outside of his advisory work, he is involved with Talking Numbers, LLC, a non-investment-related business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent representatives.

Eric Garrard is a CFP® professional with 16 years of industry experience, currently serving as an Investment Adviser Representative at Advisory Services Network, LLC since 2011. He holds a Series 63 license and is based in Valparaiso, Indiana. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

James Baltzersen is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and Summit Brokerage Services. Outside of his advisory work, he serves on the boards of the Crown Point Rotary Club and Heritage Baptist Church. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across around 140 offices, offering a range of investment advisory and financial planning services through multiple delivery platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.

Andrew Dunbar is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined total of 12 years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm takes a tailored, holistic investment approach that incorporates diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and risk assessment.

Michael Lee is a financial advisor at Gibbs Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Baker Richards Wealth Management, LLC and Horace Mann Companies. Outside of his advisory role, he has involvement in fixed insurance sales through a separate business entity. Gibbs Wealth Management offers discretionary investment advisory services to individual and high-net-worth clients using third-party model portfolios. The firm’s investment approach focuses on client goals and risk tolerance, relying on model management platforms rather than proprietary portfolio construction.

Nicholas Kilburg is a CFP® professional with two years of industry experience, currently with Avantax Planning Partners, Inc. in Valparaiso, IN. His work history includes positions at Avantax Investment Services, Global Wealth Strategies & Associates, Centier Bank, and Cetera Wealth Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm employs firm-designed style allocation models and tax-intelligent strategies, managing approximately $7.57 billion in assets for about 7,500 clients.

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.

Thomas Hivko is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He has been associated with La Salle St. Securities, Inc. for 40 years and has also operated as a self-employed advisor since 1980. His credentials include Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Brock Riggi is a CFP® with 12 years of experience in the financial industry. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves on the Finance Committee Board of the Methodist Church of Coal City and coaches high school basketball at Coal City High School. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, incorporating private market allocations and technology-assisted portfolio management.

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.

David Lloyd is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Laszlo Rigsby Advisory Services, where he has been a partner since 2013. Outside of advising, he is involved in health insurance brokerage and owns a company focused on administration and tax management. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management through a network of independent advisors, emphasizing a long-term investment approach while incorporating tactical strategies consistent with client objectives.

David Babulic is a financial advisor with First Heartland Consultants, Inc. based in Valparaiso, IN. He holds a Series 66 designation and has 17 years of industry experience. He has been affiliated with Sikorski Wealth Management since 2006. Outside of advisory services, he owns a separate S corporation used for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Carolyn Mcclinton is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with Global View Capital entities since 2010 and has been affiliated with Experior Financial Group, Inc. since 2023. Mcclinton serves as a board member for the Miller Community Fund, a charitable organization supporting projects and organizations in the Gary, IN area. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm applies technical and quantitative methods, including momentum and trend-following signals, to manage strategies aligned with clients’ risk profiles and objectives.

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.

Anthony Sikorski is a financial advisor with First Heartland Consultants, Inc. in Valparaiso, Indiana, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with First Heartland Capital Inc. and operated Sikorski Wealth Management since 2012. Sikorski is also affiliated with Purdue University since 2008. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, utilizing a mix of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation. The firm supports its advisors with various program offerings, including wrap and non-wrap asset management, third-party management, and model-based self-directed brokerage accounts.