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.

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.

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.

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.

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.

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.

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.

Kenneth Michaels is a financial advisor at Wisely Advised with three years of industry experience. He holds a Series 65 designation and has worked at Wisely Advised since 2021, with prior experience at Centier Bank and Indiana University Northwest. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across about 185 client relationships. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios and offers discretionary management, financial planning, and qualified plan services.

Ryan Forsythe is a financial advisor at Forsythe Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Forsythe Wealth Management since 2018. In addition, he serves as Director of Research at Revelation Investment Research, where he develops and sells stock selection models to other investment firms. Forsythe Wealth Management provides discretionary investment management and non-discretionary financial consulting to individuals, families, and select institutional clients. The firm uses a risk-first framework with proprietary quantitative stock-ranking and offers customized portfolios focused on capital preservation and growth.

Dorothy Austgen is a CFP®-designated financial advisor with 26 years of industry experience. She is an owner and advisor at Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN, and has worked with firms including Covenant Wealth Partners, Csenge Advisory Group, and Lion Street Financial. Outside of advisory services, she owns and manages real estate through Premier Property Investments, LLC and Crown Real Estate Group, LLC. Eley-Graham-Austgen Financial Advisory Services provides investment advice and financial planning to clients, focusing on delivering tailored recommendations and comprehensive financial analyses.

Owen Rush is a financial advisor at Walsh Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and operating his own firm, Rush on Investments, LLC. Walsh Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and offers both comprehensive one-time plans and ongoing subscription-based planning, utilizing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.

Gregory Forsythe is a CFA® charterholder and principal of Forsythe Wealth Management, Inc. with eight years of industry experience. He is also president of Revelation Investment Research, a consulting firm serving institutional investors. Forsythe serves on the boards of the Chicago Quantitative Alliance and the Crown Point Community Foundation and is a member of the foundation's investment committee, contributing to local community support and quantitative investing initiatives. Forsythe Wealth Management provides discretionary investment management and consulting to individuals, families, and select institutions. The firm uses a risk-first framework with proprietary quantitative stock-ranking and a Defensive Equity strategy to tailor portfolios focused on capital preservation and growth.

Kevin Griffin is a CFP® professional with 10 years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016. The firm serves individuals, families, trusts, small businesses, and pension plans, offering personalized financial planning and portfolio management tailored to clients’ objectives and risk tolerance. Griffin Financial Advisors combines fundamental, technical, and cyclical analysis in its investment approach and provides periodic reviews and documented financial plans through a seven-step process.

Donald Fancher is a financial advisor at Eley-Graham-Austgen Financial Advisory Services with Series 63 and Series 66 licenses and four years of industry experience. He has held positions at multiple firms including Lion Street Financial and OneAmerica Securities. In addition to his advisory role, Fancher is employed by Zachry Engineering, where he manages capital improvement and regulatory projects at a refinery. Eley-Graham-Austgen Financial Advisory Services provides comprehensive financial planning to individual and high-net-worth clients, focusing on retirement, tax, estate, and education goals through scenario analysis and asset-allocation recommendations rather than discretionary investment management.

Timothy Webb is a financial advisor with RCM Wealth Advisors in Crown Point, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Know Your Options Inc. since 2012 and holds ownership stakes in several related entities, including a majority interest in Iolite Asset Management. RCM Wealth Advisors is a multi-advisor firm managing approximately $324 million for about 530 clients, offering portfolio management and financial planning services to individuals, pension plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and implements a variety of strategies including ETF-driven allocations and options-based hedging programs.

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.

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.

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.