Danielle Helfrich

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 21 years of industry experience. He is the sole advisor at Smart Choice Financial Planning, Inc. and has been affiliated with United Planners Financial Services of America since 2004. 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 follows a primarily passive, low-cost investment approach and provides services on a project or fixed-fee basis with a fee-only, no-commission structure.

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.

Kally Tsangaris is a financial advisor at RCS Financial Advisors, Ltd with 27 years of industry experience. She holds a Series 65 designation and has led RCS Financial Advisors since 1993. Prior to founding the firm, she has a background in banking and private banking. RCS Financial Advisors, Ltd provides discretionary asset management services to individuals, custodial accounts, corporations, IRAs, and trusts. The firm uses a fundamental analysis-based investment process and employs both long- and short-term strategies across various asset classes, maintaining a hands-on operational approach with centralized oversight of related-person trading.

Xuan Wang is a CFA® charterholder with five years of industry experience. He currently serves as the sole advisor at EN+ Wealth, having previously worked at William Blair and ProManage LLC. EN+ Wealth operates a web-based financial advisory platform focused on underserved communities, particularly young and emerging families and Chinese and Asian individuals in the U.S. The firm combines AI-driven personalized recommendations with human oversight, offering a range of investment and financial planning services through a membership-tiered model.

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.