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.

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.

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 at Blueprint Financial Advisors since 2022, following prior roles at Bluegrass Capital Advisors, LLC and Private Client Services. He serves as a trustee for the Village of South Holland, Illinois, overseeing economic development and code enforcement departments. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment framework focused on diversified global portfolios.

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.

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.

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.

Thomas Pruzin is a financial advisor at Prospera Financial Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Prospera, he worked at Equity Services Inc and National Life Group, and he has extensive experience from his long tenure at Pruzin Bros. Funeral Home. Outside of advisory work, he is also an insurance producer at Hanger Insurance Group. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Dennis Sikorski is a financial advisor at First Heartland Consultants, Inc. with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with First Heartland Capital, Inc. since 2002. Sikorski also operates Sikorski Wealth Management Group, which provides third-party administration, payroll, and accounting services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants, delivering discretionary portfolio management through independent representatives using a variety of analytical and asset allocation techniques. The firm provides a range of programs including model-based portfolios and self-directed brokerage accounts.

David Griswold is a financial advisor at Prosperity Capital Advisors with two years of industry experience. He holds a Series 65 credential and has worked with Hammer Financial Group and C2P Capital Advisory Group, both affiliated with Prosperity Capital Advisors. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-based, asset-allocation strategies supported by core and specialized model suites, along with advisor-directed portfolios and third-party sub-advisors.

James Baltzersen is a financial advisor with Prospera Financial Services, Inc. in Crown Point, Indiana, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Brokerage Services, and Edward Jones. Outside of his advisory career, Baltzersen serves as a board member for Rotary International and Heritage Baptist Church. Prospera Financial Services 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

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.