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.

Joyce Kelley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with affiliated firms including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2010. Kelley serves as a board member on the Membership Committee of the South Suburban Small Business Association. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a research-driven approach focused on technical and quantitative analysis. The firm integrates proprietary research through its affiliate AdvisorGuide, LLC, and offers personalized managed account programs, including ETFs, mutual funds, and variable annuities.

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 65 and Series 63 registrations and previously worked at Equity Services Inc and National Life Group. Prior to his financial career, he spent nearly four decades working in family-owned funeral home businesses. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with a variety of model portfolios and third-party platforms.

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.

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.

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 licenses and 14 years of industry experience. He has previously worked at CAPE Securities, Terra Wealth Management, Purshe Kaplan Sterling Investments, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is involved in ConnectMyBiz, a business that refers employers for Employee Retention Credits. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios using fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kashish Meghani is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked at StrategIQ Financial Group, Savant Wealth Management, and First Secure Community Bank, among others. 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 a range of services including investment management, financial planning, and multi-family office services.

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. since 1986 and has been self-employed since 1980. He holds 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, 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, IN, holding Series 63 and Series 65 licenses and bringing 29 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 provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, utilizing a mix of fundamental, technical, and strategic asset allocation approaches.

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 at Global Assets Advisory, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grace Capital Management and Triad Advisors, Inc. In addition to his advisory roles, he has been involved with a private label financial business, a tax management holding company, and a health insurance brokerage. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million across a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party program referrals.

Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC and Hammer Financial Group. In addition to his advisory role, 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, corporations, and retirement plans. The firm employs model-based asset allocation strategies and ongoing portfolio supervision using investment suites from providers such as BlackRock, Dimensional, and Vanguard.

Carolyn Mcclinton is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Global View Capital Advisors. Mcclinton serves as a board member of the Miller Community Fund, a charitable organization focused on community projects in Gary, Indiana. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

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.