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.

Joshua Mauk is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at CAPE Securities, Inc., Purshe Kaplan Sterling Investments, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved in several business activities including owning ConnectMyBiz, which refers employers for Employee Retention Credits, and serving as president of TerraWealth Risk Management, focusing on life insurance and fixed annuity products. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed models with locally managed portfolios and invests across various asset classes, offering services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles for private funds and pooled vehicles.

Kashish Meghani is a financial advisor at Waverly Advisors, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Waverly Advisors in 2024, Meghani worked at StrategIQ Financial Group, Savant Wealth Management, and First Secure Community Bank. 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-markets allocations and offers services including investment management, financial planning, and multi-family office solutions.

Thomas Hivko is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He has been associated with La Salle St. Securities, Inc. for 40 years and has also operated as a self-employed advisor since 1980. His credentials include Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Alexander Milton is a financial advisor with Belpointe Asset Management LLC in Munster, Indiana. He holds a Series 66 designation and has one year of industry experience. Milton has worked at several firms, including AFIN Family Wealth Management and Cetera Investment Services. Outside of advisory work, he is an independent insurance agent selling fixed insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various strategies and model portfolios.

Jennifer Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. Prior to joining Waverly, she worked at StrategIQ Financial Group, LLC for six years. 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 offers a range of financial planning, retirement consulting, and multi-family office services.

Jon Lyons is a financial advisor with First Heartland Consultants, Inc. in Portage, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with First Heartland Capital, Inc. since 2001. Lyons is also involved with Lyons and Bolek, LLP, which engages in the sale and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both non-wrap and wrap asset management, delivering advice through a network of independent investment adviser representatives.

Melvin Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at IP Financial Advisory Services since 2020 and is also affiliated with Innovation Partners LLC and the Merrillville Education Foundation. Brooks has been involved with the Merrillville Education Foundation for over 20 years. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services, with a focus on non-high-net-worth investors and retirement plan participants. The firm employs various analytical approaches and provides specialized advisory services, including actuarial analysis and benefits consulting.

David Lloyd is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Laszlo Rigsby Advisory Services, where he has been a partner since 2013. Outside of advising, he is involved in health insurance brokerage and owns a company focused on administration and tax management. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management through a network of independent advisors, emphasizing a long-term investment approach while incorporating tactical strategies consistent with client objectives.

Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC, Hammer Financial Group, Dick’s, Cabela’s, and First Tee. Outside of advising, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Carolyn Mcclinton is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with Global View Capital entities since 2010 and has been affiliated with Experior Financial Group, Inc. since 2023. Mcclinton serves as a board member for the Miller Community Fund, a charitable organization supporting projects and organizations in the Gary, IN area. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm applies technical and quantitative methods, including momentum and trend-following signals, to manage strategies aligned with clients’ risk profiles and objectives.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.