Jennifer K Mc Call

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.

Ryan Mabry is the founder and sole advisor of Mabry Wealth Management, LLC in Fort Wayne, Indiana. He holds a Series 66 designation and has 10 years of industry experience, including two years at Edward Jones prior to establishing his independent practice in 2018. Outside of his advisory work, Mabry coaches a 5th grade boys' basketball team at Canterbury School. Mabry Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and overseeing held-away retirement accounts. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocation and tax-efficient rebalancing through its exclusive use of Charles Schwab as custodian.

Andrew Krafft is a financial advisor at Luminary Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young from 2014 to 2017 before joining Capstone Advisors LLC in 2018. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm employs investment strategies based on modern portfolio theory and the capital asset pricing model, utilizing no-load mutual funds, ETFs, and model portfolios.

Max Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN, with six years of industry experience. He holds a Series 65 designation and has been with Dickmeyer Boyce since 2016. Outside of his advisory role, he is the sole owner of Remember U LLC, a computer software and photo creative business. Dickmeyer Boyce Financial Management is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, family businesses, charitable organizations, and employer retirement plans. The firm uses a risk-first investment approach with customized portfolios that combine passive and active funds, dividend-producing equities, and municipal bonds, and places particular emphasis on participant education and outreach in its retirement plan services.

Ian Boyce is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been with Dickmeyer Boyce Financial Management, Inc. since 2004. In addition to his advisory role, he serves as a director at Farmers & Merchants Bank, focusing on strategy, compliance, and operations. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach that prioritizes risk management and combines passive and active investment strategies, with an emphasis on client and employee education in its retirement-plan services.

David Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Dickmeyer-Boyce Financial Management since 2004, following his start at Dickmeyer Financial Management in 2002. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index/ETF exposure with selected active funds, dividend-producing equities, and municipal bonds, and emphasizes employee and client education in its retirement-plan services.