Brad Jeffrey

Ryan Fisher is a CFP® with seven years of industry experience, currently serving as the sole advisor at DentVest LLC in Fort Wayne, IN. He previously worked at Old National Wealth Management from 2013 to 2018 before founding DentVest. In addition to his advisory role, he maintains a part-time CFO position with a dental practice. DentVest is an independent advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party managers and the Betterment For Advisors platform, complemented by comprehensive financial planning services.

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

Jordan Wise is a CFP® professional with 14 years of experience in financial advising. He is the principal of Wise Wealth Management in Fort Wayne, IN, and has previously worked at Goldman Sachs and ETF firms such as WisdomTree Capital. Outside of advising, he is part owner of Guardia Trust Insurance LLC and serves as a Strategy Associate for Wise Insurance Agency, Inc. Wise Wealth Management provides discretionary portfolio management and a range of financial planning services for individuals, high-net-worth clients, and small businesses. The firm’s investment approach centers on passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide asset allocation and tactical adjustments.

Thomas Diem is the principal of Diem Wealth Management in Fort Wayne, IN, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has operated his independent advisory practice since 2012, building on a career that began in 1989. In addition to his advisory work, he spends approximately 20% of his time as an independent insurance agent, focusing on life insurance, long-term care insurance, and fixed annuities. Diem Wealth Management serves individuals, high-net-worth clients, and corporations, providing financial planning, consulting, educational seminars, and co-advisory services. The firm implements investment strategies primarily through third-party managers and the Matson Money platform, emphasizing an asset-allocation approach based on Modern Portfolio Theory and efficient-market principles.