Justin Mccurdy is a CFP® professional with seven years of industry experience, currently serving at Bridge Financial Planning, LLC since 2022. Prior to this, he worked at HighTower Securities, LLC and HighTower Advisors LLC from 2018 to 2022. His background also includes roles at the ND Deloitte Center for Ethical Leadership and Riverbend Cancer Services. Bridge Financial Planning serves individuals, charitable organizations, corporations, and business owners, providing investment management alongside comprehensive and project-based financial planning. The firm offers retirement-plan advisory and business-focused planning services, with investment management delivered through tailored discretionary portfolios that incorporate tax and liquidity considerations and utilize third-party sub-advisers and model strategies.

Michael Mullen is a financial advisor at Pinnacle Financial Group LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Mass Mutual Investors Services. In addition to his advisory role, he operates an independent insurance practice. Pinnacle Financial Group provides investment advice primarily to individual clients, offering both discretionary and non-discretionary asset management along with financial planning services. The firm employs a combination of fundamental analysis and Monte Carlo planning techniques and conducts quarterly account reviews.

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.

Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.

John Lauer is a financial advisor at Lauer Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked previously with HighTower Advisors, LLC and HighTower Securities, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and holds a CPA license, assisting family and friends with tax preparation. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, using asset-allocation models based on Modern Portfolio Theory and tax-aware strategies tailored to client objectives.

Wesley Kotys is a CFP® with 21 years of industry experience, currently serving at Kotys Wealth Professionals in Valparaiso, IN. He has been with Tkg Advisors, LLC since 2013. Outside of his advisory role, he oversees a farm operation, Bison Creek Farm, in Westville, IN. Kotys Wealth Professionals provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a trading approach that combines technical, quantitative, and fundamental analysis, including options strategies for hedging and income generation.

Drew Vesling is a financial advisor at Kotys Wealth Professionals with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for four years. Kotys Wealth Professionals serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, and consulting services. The firm employs a trading approach that integrates technical, quantitative, and fundamental analysis, including the use of options strategies for hedging and income generation.

John Lauer is a CFP® professional with 27 years of industry experience. He is a principal at Lauer Wealth Management, where he has worked since 2017, and also has experience with IFAM Capital and Central Wealth. Lauer Wealth Management serves individual clients, trusts, retirement plans, and business entities through financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program. The firm employs asset-allocation models based on Modern Portfolio Theory and offers services including discretionary portfolio management, tax-aware rebalancing, and options strategies tailored to client risk and cash-flow needs.

Gene Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN, holding a Series 65 designation with 12 years of industry experience. Prior to joining Lauer Wealth in 2020, he worked at Compass Financial Advisors from 2014 to 2020. Outside of his advisory role, Hamstra is the owner and president of Hamstra Mortgage Professionals, a mortgage brokerage firm he has operated since 2006. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, utilizing asset allocation models based on Modern Portfolio Theory and a combination of ETFs, mutual funds, stocks, bonds, and bank CDs.

Michael Halloran 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 in various roles across multiple industries, including five years at Summers of Brownsburg, Inc. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm employs a long-term investment approach using modern portfolio theory and quantitative analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and over six years of professional experience. His background includes roles at Purdue University Northwest, Blue Sky Financial Partners, and the IBEW Local 531. He has also worked in education and the golf industry. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm uses a combination of modern portfolio theory, quantitative and technical analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Joseph Murphy is the sole advisor at MWM Advisory Group, LLC in Valparaiso, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to founding MWM Advisory Group in 2020, he worked at Avantax Advisory Services and related entities from 2017 to 2020. In addition to advisory work, Murphy serves as CEO of Heartpuppet dba Murphy Wealth Management, an insurance agency where he acts as a licensed insurance producer specializing in life, health, and annuity policies. MWM Advisory Group provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm manages approximately $21 million across about 135 client relationships and integrates portfolio management with financial plans prepared using Precise FP and RightCapital, utilizing a technology platform that supports trading and reporting alongside access to independent sub-advisers.

Ryan Kotys is a financial advisor with Kotys Wealth Professionals in Valparaiso, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Kotys Wealth Professionals since 2013. Kotys Wealth Professionals provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a trading approach that combines technical, quantitative, and fundamental analysis, including options strategies for hedging and income generation, and maintains an investment committee to review market trends and strategies.

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations, receiving fees from consulting agreements and client referrals. Seek & Find Financial offers portfolio management and pension consulting to corporations, high-net-worth individuals, and other clients. The firm employs a long-term, model-based investment approach incorporating ETFs, mutual funds, fixed income, and other securities, with both discretionary and non-discretionary management tailored to clients' goals and risk tolerance.

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.

David Lloyd is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Laszlo Rigsby Advisory Services, where he has been a partner since 2013. Outside of advising, he is involved in health insurance brokerage and owns a company focused on administration and tax management. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management through a network of independent advisors, emphasizing a long-term investment approach while incorporating tactical strategies consistent with client objectives.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

Gregory Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Gehrig Capital Management since 2011. Outside of his advisory role, he serves as a part-time coach for a youth soccer club. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients as well as trusts. The firm creates personalized investment policies and employs a combination of fundamental analysis, charting, mutual fund and ETF evaluation, and trading strategies to manage approximately $177 million in client assets.

Benjamin Zamojski is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at International Assets Advisory, Grace Capital Management, and Triad Advisors. Outside of financial advisory, he is also an independent insurance agent and participates in plasma donation. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers advice through a network of independent representatives who tailor portfolios using various securities and may employ third-party asset managers, emphasizing a long-term investment approach with flexibility for tactical strategies.

James Bobos is a financial advisor at Compass Financial Advisors LLC with 24 years of industry experience. He has been with Compass Financial Advisors since 2001 and previously worked at Securities America, Inc. from 2015 to 2016. Outside of advisory services, he is also licensed as an insurance sales agent. Compass Financial Advisors provides investment management and financial planning to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs a team model and combines internal management with third-party manager selection, focusing on long-term, buy-and-hold strategies alongside tactical adjustments.