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.

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.

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.

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.

Jonathan Spoolstra is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors since 2026. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Outside of his advisory role, he serves as Treasurer on the board of Providence Christian Academy, a classical Christian school. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client needs.

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.

Pauline Petruch is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2018 and previously at Cuna Brokerage Services and Teachers Credit Union from 2015 to 2018. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models, separately managed accounts, and a unified program combining third-party portfolio managers and IAR-managed sleeves, along with features such as direct indexing and tax-overlay services.

Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, and Fidelity Brokerage Services. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through discretionary and non-discretionary wrap programs, utilizing a variety of managed strategies and internal trading capabilities.

Ahmad Kashani is a financial advisor with Commonwealth Financial Network in Merrillville, IN, holding a Series 63 designation and 43 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 40 years before joining Commonwealth and Wellinvest Partners in 2017. Outside of advisory services, he is a co-owner of Kmen Group LLC, an entity involved in managing commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Connor Butler is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Carson Wealth and Atlas Copco. Connor studied at Wofford College from 2013 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary model portfolios combined with fundamental and technical analysis and ongoing fiduciary oversight.

Maggie Quick is a financial advisor with Fifth Third Securities, Inc. in Valparaiso, Indiana. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Samantha Pietruszynski is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Hightower Advisors since 2026, following eight years at HighTower Securities, LLC. Prior to her advisory career, she worked at Loras College in various roles from 2014 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Mark Anleitner is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC. He has worked at firms including J.P. Morgan Securities and Cetera Advisor Networks LLC. Outside of financial advising, he is involved in real estate development as a general contractor through Beyond Design LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.

William Wright is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Wheatfield Grain Company, Purdue University, and Bishop Dwenger High School. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.

Nicholas Kilburg is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Planning Partners, Cetera Wealth Services, and Global Wealth Strategies & Associates. Outside of financial advising, he is engaged in personal real estate investment. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach with mutual funds and ETFs tailored to client objectives and risk tolerance.

Kevin Johnson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a guardian for his daughter. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of model portfolios managed internally and by third parties, supported by an Investment Strategy Committee and an in-house trading desk.

David Hill is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Brightway Wealth Management, and Wells Fargo Advisors Financial Network. Outside of his advisory work, he is the owner of Clad and Cordon Vineyard, a winery. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence and serving clients with complex investment needs and a wide array of management platforms.

David Haldeman is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial, Wells Fargo Advisors, and Suncast Corporation. In addition to his advisory work, he provides financial direction and insurance analysis through Brightway Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and a range of managed solutions, serving approximately $79.8 billion in assets under management.

Rebecca Grubb is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has one year of industry experience. She has been associated with Private Advisor Group since 2022 and also maintains a role at Harvest Financial Planning, LLC since 2015. Ms. Grubb operates under the business name Harvest Wealth Partners in conjunction with her advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary strategies, supported by proprietary and third-party investment platforms.