Karla Middleton

Henry Schacht is a CFA® charterholder and holds a Series 65 license with 23 years of industry experience. He has been involved with Schacht and Company, Inc. since 1995 and leads Schacht Value Investors, LLC since 2002. Outside of financial advising, he serves as a shareholder and advisor to a family-owned citrus production and sales business. Devotion Capital Management is an independent advisory firm providing discretionary investment management and continuous portfolio supervision for individuals, trusts, estates, and institutional clients. The firm follows a value-investing approach focused on fundamental analysis, intrinsic value estimation, and a margin-of-safety buy discipline, maintaining relatively concentrated, all-cap portfolios with an emphasis on smaller and mid-cap companies.

Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

William Vail is a financial advisor at Integrity Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2022, alongside a concurrent role at Securities America beginning in 2019. Prior to his financial services career, he was employed at Millers Alehouse for 13 years. Integrity Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs a modern portfolio theory-based investment approach with a long-term horizon, utilizing ETF-based allocations and third-party sub-advisors such as SEI Investments Management Corporation.

Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.

William Vail is a financial advisor with Integrity Wealth Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Integrity Wealth Advisors and its related entities since 2018 and has worked with Securities America since 2002. Outside of his advisory work, he is a member of the Kiwanis Club of South Bend and serves on the board of the St. Joseph River Valley Flyfishers, a nonprofit focused on conservation and flyfishing advocacy. Integrity Wealth Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning based on documented client objectives and risk tolerance. The firm employs a long-term, modern portfolio theory-based investment approach, utilizing ETF-based allocations, mutual funds, fixed income, real estate funds, annuities, commodities, and third-party sub-advisors such as SEI Investments Management Corporation.