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.

Gregory Hammer is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Innovation Partners LLC, MerCap Securities, and has operated Hammer Financial Group, Inc. since 2004. Outside of his advisory work, he serves on the board of Peace Lutheran Church, chairs its Endowment Fund, is treasurer for Ducks Unlimited, and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach, offering risk-based model portfolios, specialized strategies, and access to private and alternative investments through various platforms.

Liam Garvey is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and First Merchants Trust Co NA. Outside of his advisory role, Garvey is involved in nonprofit activities, serving as a fundraising ambassador for Little Heroes League, a board member and assistant hockey coach at Mount Carmel High School, and founder of the nonprofit Day One Provisions and Events (D.O.P.E.). Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Casey Johansen is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. He has worked at Innovation Partners LLC and Mercap Securities, LLC, and has been affiliated with Prosperity Capital Advisors since 2019. Johansen also conducts financial literacy seminars through the local chapter of the American Financial Education Alliance. 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, specialized strategies, and access to alternative solutions.

Deborah Cundiff is a financial advisor at Prosperity Capital Advisors with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Innovation Partners LLC and Mercap Securities, LLC. In addition to her advisory role, she 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 mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

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.

Nathan Deedrick is a financial advisor at First Advisors National, LLC with a Series 65 designation and one year of industry experience. Prior to his work in finance, he has held roles in education and small business, including positions at Purdue University Northwest and JSM Tree Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

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.

Richard Dunnett is a financial advisor with Prosperity Capital Advisors in Schererville, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mercap Securities, Morgan Stanley, and TransAmerica. Outside of advisory work, he collaborates with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors offers 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, specialized strategies, and access to alternative solutions through various platforms.

Margaret Hernandez is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet since 2026. Her prior experience includes roles at Schwab Wealth Advisory, Charles Schwab Bank, and Fidelity Investments. She held part-time positions at Butler University and worked in travel before fully entering the financial advisory field. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine learning, to deliver tax-optimized and regularly reviewed portfolios.

Lauren Mink is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. Her career includes roles at AE Financial Services, Terra Wealth Management, and Primerica, among others. Mink has also worked in dental practice environments prior to her advisory roles. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans by offering financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally and locally managed investment strategies supported by advanced research and technology tools.

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.

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.

Jack Keller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Citigroup Global Markets, and Raymond James Financial Services. Keller is based in Valparaiso, Indiana. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

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.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. He holds the ChFC® designation and Securities Series 63 and 65 licenses, with four years of industry experience. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, J.P. Morgan, Baird, Fidelity Investments, and Computershare. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products alongside technology-enabled tools and a mix of discretionary and non-discretionary account management.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Fidelity Brokerage Services, and Uvest Financial Services Group, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers diverse advisory programs and financial services supported by both proprietary strategies and third-party models.

Connor Butler is a financial advisor with Carson Wealth, holding a Series 65 designation and four years of industry experience. He has worked at CWM, LLC and Carson Wealth since 2021 and previously held a position at Atlas Copco from 2017 to 2021. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee.