Steven Gronceski is a CFP® professional with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024. Prior to joining Waverly, he spent 25 years at StrategIQ Financial Group, LLC and nine years at Sii Investments. Outside of his advisory work, he is a member of IQ Companies, LLC, which owns StrategIQ Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office services, integrating traditional strategies with alternative and private-market allocations.

Craig Engel is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Allstate, Financial Engines Advisors, and Edelman Financial Services. Outside his advisory work, Engel participates as a subcontractor and performer in entertainment events and serves as an elections inspector as well as a board member for the West Porter Fire Protection District. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models with both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm’s affiliation with Principal Financial Group allows access to a range of proprietary products and integrated service offerings.

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.

Victor Green is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Sound Income Strategies since 2015 and Goodman Green Wealth Management since 2017. Outside of his advisory roles, Victor serves as a financial literacy educator focused on minority communities and is a senior business consultant assisting individuals with loan qualification. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporations, pension plans, and other advisors. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

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.

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.

John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.

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.

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.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.