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.

Kevin Hawley is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Navalign, LLC since 2018 and previously worked at Carter Jacobs, LLC and Avondale Asset Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients and employs a mix of fundamental analysis, long-term and short-term strategies, and the use of borrowing and derivatives within separately managed accounts.

Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.

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 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blueprint Financial Advisors since 2022. Prior to that, he was with Private Client Services and Bluegrass Capital Advisors, LLC. Deyoung also serves as a trustee for the Village of South Holland, where he oversees economic development and code enforcement departments. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Danielle Helfrich is a financial advisor with Prospera Financial Services, Inc. and holds the Series 63 and Series 66 designations. She has 23 years of industry experience, including prior roles at National Life Group, Equity Services Inc, Charles Schwab, and Raymond James Financial Services. Outside of her advisory work, she volunteers with P.E.O. International, an educational support organization for women. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Joyce Kelley is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with affiliated firms within the Global View Capital group since 2010. Kelley serves as a board member of the Membership Committee at the South Suburban Small Business Association. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, leveraging algorithmic research to manage strategies aligned with client risk profiles and objectives.

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.

David Griswold is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Hammer Financial Group and FedEx Ground. In addition to his advisory role, Mr. Griswold is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

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.

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.

Robin House is a financial advisor with 14 years of industry experience, currently with Alphastar Capital Management. He holds a Series 66 designation and has worked at firms including Savant Wealth Management and The Marshall Financial Group. Outside of advising, he owns Undiscovered College, a college consulting business. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and third-party technology to implement strategic and tactical investment approaches across a broad range of asset types.

Scott Luecke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Prosperity Capital Advisors since 2012 and also maintains involvement with Hammer Financial Group, where he engages in the sale of fixed products, tax preparation, and Medicare supplements. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.