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.

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.

Brandon Rudd is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously held roles at Rite Path Financial, Verizon, and Urschel Development Corporation. Outside of his advisory work, he serves on the board of Family Concern Counseling, a nonprofit organization in Valparaiso, IN. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs, managing primarily discretionary accounts through a blend of proprietary models and third-party managers that utilize modern portfolio theory and various analytical methods.

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.

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.

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.

Alana Davis is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., National Life Group, and Equity Services Inc. Outside of her advisory role, she is involved with TrueWealth Advising Group, focusing on insurance and investment-related activities. 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Lauren Mink is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management, AE Financial Services, and Primerica. Outside of her role at Apollon, she is also affiliated with Terra Wealth as an Investment Advisor Representative. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

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.

Ilija Matoski is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies utilizing both discretionary and non-discretionary management, supported by a large network of advisors and substantial assets under management.

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.

Nathan Smith is a financial advisor with Fifth Third Securities, Inc. in Chesterton, IN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Fifth Third Securities since 2016, including prior roles at First Merchants Investment Services and Cetera. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, with a range of investment strategies overseen by Investment Advisor Representatives.

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.