Michael Halloran is a financial advisor at Seek & Find Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in various businesses including Summers of Brownsburg, Inc. and Core Value Contracting. Seek & Find Financial, LLC provides portfolio management and pension/401(k) consulting services to individuals, high-net-worth clients, and corporate entities. The firm utilizes a combination of quantitative and technical analysis in a long-term trading approach, offering both discretionary and non-discretionary management tailored to each client’s investment policy.

Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Blue Sky Financial Partners and has held roles outside finance, including teaching at Purdue University Northwest and North Judson-San Pierre High School. Seek & Find Financial provides portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm employs a mix of quantitative and technical investment methods, focusing on long-term trading and a preference for ETFs, while offering both discretionary and non-discretionary management tailored to each client's risk tolerance and time horizon.

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

John Gannon is a CFA® charterholder with 19 years of industry experience. He is currently with WealthCare Financial Group, Inc. and has previously worked at firms including LPL Financial, Fidelity Investments, JP Morgan Securities, and Merrill. WealthCare Financial Group serves individuals and families, business owners, non-profit organizations, and retirement plan sponsors. The firm offers financial planning, retirement planning, portfolio management, pension consulting, and rollover guidance, employing a “Structured Investing” approach based on diversified, customized portfolios and a long-term focus.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

James Bobos is a financial advisor at Compass Financial Advisors LLC, holding a Series 66 designation with 25 years of industry experience. He has been with Compass Financial Advisors since 2001. Bobos also holds an insurance sales license. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold investment strategies while providing retirement plan advisory services and periodic financial plan reviews.

Lynn Fisel is a financial advisor with Compass Financial Advisors LLC in Chesterton, Indiana, holding a Series 63 license and over 34 years of industry experience. She has been with Compass Financial Advisors since 1993. Outside of her advisory role, she is a certified public accountant and serves as chairman of the Hebron United Methodist Church Endowment Committee and treasurer of the Hebron Lions Club. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach with periodic reviews, offering both discretionary and non-discretionary services alongside specialized retirement plan advisory capabilities.

Bradley Alvarez is a financial advisor with Aspirean Wealth, LLC in Chesterton, Indiana, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Aspirean Wealth since 2021 and previously held roles at Securities America Advisors, Securities America Inc, and Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory, utilizing diversified, passively managed funds and third-party money managers.

Clifford Malings is a financial advisor with Compass Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Compass Financial Advisors since 2005. Outside of his advisory role, he owns Ariel Solutions, LLC, a company specializing in wheelchair accessories. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm follows a long-term, buy-and-hold investment approach combined with tactical adjustments as needed and offers both internal and third-party portfolio management.

David Osborn II is a CFP® with 17 years of industry experience, currently advising clients at Rossby Financial, LLC. He previously provided advisory services through OSBORN Wealth Management and maintains involvement with AyarBorn Properties, LLC. Rossby Financial, LLC offers investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a diversified investment approach tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution company, and serves as a high school boys golf coach. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and a broad network of advisors.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Bradley Werner is a financial advisor with Summit Financial, LLC in Michigan City, IN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes positions at National Planning Corporation, Securities America Advisors, and Private Client Services before joining Summit Financial. He hosts the podcast Extraordinary Lives Revealed, where he interviews clients, prospects, and partners about their lives. Summit Financial, LLC is a multi-team SEC-registered advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Ilija Matoski is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and having 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies, with ongoing oversight from an Investment Strategy Committee.

Nathan Smith is a financial advisor with Fifth Third Securities, Inc. in Chesterton, IN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Fifth Third Securities since 2016, including prior roles at First Merchants Investment Services and Cetera. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, with a range of investment strategies overseen by Investment Advisor Representatives.

Kristin Jackson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight and a unique custodial and clearing structure.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jennifer Espinoza is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, Espinoza is a managing member of Next Level Balling, LLC, which hosts sporting tournaments and events. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.