Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

Scott Pederson is a financial advisor with Harmony Wealth Management LLC in Crown Point, Indiana. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 22 years at Charles Schwab & Co., Inc. and Charles Schwab Bank before founding his current firm in 2019. Harmony Wealth Management is an independent asset management and financial planning firm serving individuals, trusts, corporations, retirement plans, tax-exempt entities, and government clients. The firm emphasizes quantitative portfolio optimization and efficient-frontier analysis in its investment process and offers a distinctive service mix that includes predominantly non-discretionary asset management and educational client workshops.

Renee Collins is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Retire Ready Inc. She has a background that includes roles at the IRS and FGMK, and she is the founder and president of RKC Tax and Financial Services Inc., an accounting firm providing services to a nonprofit organization. Retire Ready Inc. offers comprehensive financial planning to individuals, families, business owners, and clients undergoing divorce, with a focus on cash flow, retirement, tax, estate, risk management, and investment planning. The firm emphasizes a passive investment approach using diversified, low-cost index funds and ETFs, combined with client-specific risk assessment, and provides services through modular planning packages and ongoing management under a fiduciary standard.

Joseph Harowski is a CFP® professional with 22 years of experience in the financial services industry. He has been associated with United Planners Financial Services of America since 2004. Harowski currently operates as the sole advisor at Smart Choice Financial Planning, Inc. in St. John, Indiana. Smart Choice Financial Planning offers financial planning, retirement and estate consultations, and portfolio monitoring to individuals, families, and small businesses without account minimums. The firm employs a primarily passive, low-cost investment approach with documented investment policy statements and provides services on a project or fixed-fee basis without charging based on assets under management.

Douglas Santefort is the owner and president of Santefort Investment Group, LLC, with 21 years of industry experience. He holds a Series 66 designation and previously worked at Madison Avenue Securities, Inc. from 2007 to 2018. Outside of his advisory work, he serves on the board of the Elim Christian Services Foundation. Santefort Investment Group advises individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement-plan consulting as a 3(21) fiduciary, public educational seminars, and sells fixed insurance products, employing a blend of fundamental, technical, charting, and cyclical analysis with support from third-party managers and platforms.

Dennis Gravitt is a Series 66-registered financial advisor with Long Run Financial, Ltd. in Frankfort, IL, where he has worked since 2007. He has 21 years of industry experience, including prior roles at D3 Financial Counselors LLC and Morgan Stanley DW Inc. Long Run Financial provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, as well as employer consulting and 401(k) review services. The firm employs a strategy combining passive index and ETF exposure with active security selection, managing portfolios on a discretionary basis through individualized models and regular monitoring.

Dylan Parks is the principal of Parks Wealth Management LLC in Lowell, Indiana. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked for five years at Revere Marketing and six years at Walgreens. Parks Wealth Management LLC provides discretionary asset management along with financial planning and consulting services. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers a broad menu of instruments such as options and derivatives.

Eudora Adolph is a financial advisor with AverTrust Wealth LLC in Crown Point, IN, holding a Series 66 designation and 18 years of industry experience. She has been with AverTrust Wealth LLC since 2010. In addition to her advisory role, she is involved in the sale of various insurance products through multiple insurance companies. AverTrust Wealth LLC is a woman-owned independent investment adviser serving individuals, small businesses, trusts, and estates, with client focus areas including automotive and technical business owners, retirees, women, and medical professionals. The firm offers fee-based investment supervisory services and financial planning, typically managing accounts on a non-discretionary basis while incorporating technical, fundamental, and cyclical analysis in its investment process.

Sharon Mallory is the managing member of SDM Investments, LLC, an independent registered investment adviser, with 28 years of experience in the financial services industry. She holds Series 63 and Series 65 licenses and has been with SDM Investments since 2006. In addition to her advisory role, Mallory works as a physical therapist and has been involved in health insurance sales since 1992. SDM Investments provides customized portfolio management and financial planning to individuals and institutional clients, employing a Mid Cap Value strategy focused on fundamental, valuation-driven research and concentrated portfolios typically comprising 15–25 holdings with a multi-year investment horizon.

Craig Menninga is the sole advisor at CWM Wealth Management, LLC in Lowell, Indiana, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also works as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides investment supervisory services and financial advice primarily to individuals, families, and small businesses, managing a small discretionary asset base. The firm’s approach combines technical and fundamental analysis to create diversified portfolios focused on objectives such as long-term growth, income, and inflation protection, employing a range of investment products while avoiding margin and leverage.

Timothy Regan is a financial advisor at PrairieView Wealth & Tax Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Thrivent Financial for Lutherans and related entities for 18 years, as well as at Purshe Kaplan Sterling Investments. He serves as chairman of the Grace Christian Academy School Board, overseeing policy and operations. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, and private foundations. The firm integrates its advisory services with an affiliated tax practice and offers access to insurance products, focusing on tax-aware, long-term portfolio strategies tailored to client needs.

Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.

Samantha Mardyla is a financial advisor at Lyon Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Lyon Capital Management in 2026, she worked at Resmed and JPMorgan Chase, and has a background that includes roles at Boston Consulting Group and the University of Chicago Booth School of Business. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis across diversified portfolios, and also offers a quantitative Style Rotation ETF strategy designed primarily for tax-deferred accounts.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

Kevin Griffin is a financial advisor with Griffin Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Griffin Financial Advisors since 2014 and has operated under the Griffin Wealth Management name since 2003. Outside of investment advisory services, he is involved in a non-variable insurance business offering fixed annuities, long-term care, and term life insurance. Griffin Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm employs a personalized, fiduciary approach that tailors asset allocation and investment selection using fundamental, technical, and cyclical analysis, sometimes utilizing outside specialty managers to implement specific strategies.

David Latko Jr. is a financial advisor at Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at LPL Financial, LLC and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily for individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and manages a wide range of portfolio assets through open-architecture platforms and various portfolio programs.

David Bonifield is a financial advisor at Optimized Capital LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fourstar Wealth Advisors, LLC and U.S. Bank. Outside of his advisory role, he serves as president of Boniventures, Inc., a consulting firm unrelated to investments. Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, corporations, and pension or profit-sharing plans. The firm emphasizes customized model portfolios focused on asset allocation and employs a mix of fundamental, technical, and long-term strategies with periodic rebalancing.

Jorge Velasquez is a financial advisor at Wisely Advised with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wisely Advised since 2011. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of traditional insurance products. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across 185 client relationships. The firm uses a combination of fundamental and technical analysis to manage discretionary and non-discretionary portfolios, offering both model and customized investment options alongside financial planning and qualified plan services.

Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.

Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.