Brooks Gerke

Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, 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.

Bond Munroe Bell is a financial advisor at Bond Bell & Co. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Cetera Wealth Services. He is also the owner of Bell Asset Management LLC, a financial services business. Bond Bell & Co provides portfolio management, integrated financial planning, and family-office consulting for individuals, high-net-worth clients, and business entities. The firm creates tailored Investment Policy Statements, applies various analysis techniques for asset selection, and offers both long- and short-term trading strategies, including the use of margin and options.

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.