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Anthony S

Series 66

Valparaiso, IN

First Heartland Consultants, Inc.

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.

Annuities Income planning Cash flow / budgeting
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Victor S

Series 66

Valparaiso, IN

First Heartland Consultants, Inc.

Victor Sikorski is a financial advisor at First Heartland Consultants, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Sikorski Wealth Management, Blink Enterprises LLC, Unifirst Corp, White Lodging Brush Creek Ranch, and the West Lafayette Police Department. He is the sole member of Street Sense LLC, an entity established for business tax purposes. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, utilizing a range of analytical approaches and custodial partnerships.

Annuities Income planning Cash flow / budgeting
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Jackson S

CFP®, Series 65

Hebron, IN

Triad Wealth Partners, LLC

Jackson Sheputis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently affiliated with Triad Wealth Partners, LLC and has previously worked at Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. Prior to his financial advisory career, he held roles at Valparaiso University and in the education sector. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach overseen by an investment committee and provides diversified strategies across multiple asset types.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Victoria C

Series 65

Merrillville, IN

Waverly Advisors, LLC

Victoria Chatman is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at StrategIQ Financial Group and several other non-financial roles. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management and financial planning, combining traditional equity and fixed-income strategies with alternative and private-market allocations.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Benjamin Z

Series 63, Series 65

Merrillville, IN

Global Assets Advisory, LLC

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.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven G

CFP®, Series 63

Merrillville, IN

Waverly Advisors, LLC

Steven Gronceski is a CFP® professional with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024. Prior to joining Waverly, he spent 25 years at StrategIQ Financial Group, LLC and nine years at Sii Investments. Outside of his advisory work, he is a member of IQ Companies, LLC, which owns StrategIQ Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office services, integrating traditional strategies with alternative and private-market allocations.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Brendan S

Series 66

Valparaiso, IN

Lifemark Securities Corp.

Brendan Schafer II is a financial advisor with LifeMark Securities Corp. in Valparaiso, IN, holding a Series 66 credential and three years of industry experience. He has a background in accounting and finance, including roles at RSM US LLP and as a Certified Public Accountant since 2023. Schafer also operates an independent insurance agency, focusing on life insurance and fixed annuity products. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, utilizing tailored, suitability-driven strategies and various managed account options.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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Christian R

Series 65

Merrillville, IN

Waverly Advisors, LLC

Christian Resendiz is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and UPS. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies and offers services including financial planning and multi-family office support.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Brandon R

Series 63, Series 65

Valparaiso, IN

Creativeone Wealth, LLC

Brandon Rudd is a financial advisor with CreativeOne Wealth, LLC in Valparaiso, IN, holding Series 63 and Series 65 credentials and bringing three years of industry experience. He has worked at CreativeOne Wealth since 2023 and also serves as president of Rite Path Financial, an investment-related firm offering insurance products and investment advisory services. Rudd is a board member of Family Concern Counseling, a nonprofit organization. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, with portfolios that include ETFs, mutual funds, options strategies, and select private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Ian T

Series 65

Valparaiso, IN

integrity Advisory Solutions

Ian Tyler is a Series 65 licensed advisor with Integrity Advisory Solutions in Valparaiso, Indiana, and has two years of industry experience. He also works as a paralegal at Rice and Rice Attorneys, focusing on estate planning support. Tyler is a member of the American Academy of Estate Planning Attorneys and is involved in Freedom Financial Partners, an LLC formed with partners for advisory activities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, combining fundamental and technical analysis with various asset-allocation strategies and ongoing portfolio oversight.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Brian B

Series 63, Series 65

Portage, IN

First Heartland Consultants, Inc.

Brian Bolek is a financial advisor with First Heartland Consultants, Inc. in Portage, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with First Heartland Capital and Marquis Financial Services since 2001. Outside of advisory work, he is a partner at Lyons and Bolek LLP and has sold long-term care insurance products; he also works as a weekend crew member at Pudgy's. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and a model-based self-directed brokerage account program, delivering advisory services through independent representatives using a variety of analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Chad H

CFP®, Series 63

Merrillville, IN

Waverly Advisors, LLC

Chad Hassinger is a CFP® professional with 34 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Sii Investments Inc and Strategiq Financial Group. Outside of his advisory work, he holds management roles in several non-investment related entities, including a holding company and a health and fitness club. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive planning and consulting services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Madeline B

CFP®, Series 65

Merrillville, IN

Waverly Advisors, LLC

Madeline Brown is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Waverly Advisors, she worked at StrategIQ Financial Group and Sterling Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Doug H

CFP®, ChFC®, Series 63

Merrillville, IN

Waverly Advisors, LLC

Doug Hoover is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at StrategIQ Financial Group, LLC and SII Investments, Inc. Outside of his advisory work, he serves as a volunteer baseball coach for Porter Township School Corporation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Ashlynne P

CFP®, Series 65

Merrillville, IN

Waverly Advisors, LLC

Ashlynne Pala is a CFP® and Series 65 licensed advisor with five years of industry experience. She currently works at Waverly Advisors, LLC and previously spent five years at StrategIQ Financial Group, LLC. Ashlynne’s background includes roles outside of financial services, such as positions at The Pint and Purdue University. 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 provides services including financial planning, retirement consulting, and multi-family office solutions.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Aaron P

Series 65

Valparaiso, IN

Redhawk Wealth Advisors, Inc.

Aaron Patten is a Series 65-licensed financial advisor with four years of industry experience, currently with Redhawk Wealth Advisors, Inc. since 2022. His prior experience includes roles at MWM Advisory Group, LLC, Payne Financial Solutions, and Southern Glazer's Wine & Spirits. He is the managing member of Patten Financial Group, LLC, which is used for bookkeeping and marketing purposes. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with oversight from a weekly investment committee, incorporating third-party signal providers when appropriate.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Carey Y

Series 63, Series 65

Crown Point, IN

Equity Services, inc.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Jonathan S

CFP®, Series 66

Valparaiso, IN

Newedge Advisors

Jonathan Spoolstra is a CFP®-designated financial advisor at NewEdge Advisors with 14 years of industry experience. Prior to joining NewEdge Advisors, he spent 14 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as the treasurer and a board member of Providence Christian Academy, a classical Christian school, where he assists with budgeting, policy development, and curriculum decisions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining centralized due diligence with technology tools to support both advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ilija M

Series 63, Series 66

Chesterton, IN

Benjamin F. Edwards & Company, Inc.

Ilija Matoski is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Matoski is based in Chesterton, Indiana. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and consulting services, utilizing proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Jayson J

CFP®

Valparaiso, IN

Private Advisor Group, LLC

Jayson Johnson is a CFP® professional with one year of industry experience, currently affiliated with Private Advisor Group, LLC. He operates under the business name Harvest Wealth Partners, providing investment advice within the firm. Prior to his advisory role, Mr. Johnson’s work background includes positions at Hatton Landscapes, Chick-Fil-A, and Valparaiso University. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, often implementing strategies through third-party managers and technology platforms.

Annuities Founder/Business Owner
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