Karyn Smith

Donald Wettstein is a CFP® professional with 11 years of experience in financial planning and investment advisory services. He has been the principal advisor at DLW Planning Inc. since 2014. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. DLW Planning conducts continuous supervision of managed accounts, typically operating on a non-discretionary basis with client approval required before trade implementation. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, and it offers specialized services in real estate and estate planning related to inter-generational farmland transfers and trust administration.

Roger Elliott is a CFA® charterholder with 22 years of industry experience. He has been the principal of Elliott Capital Management, Inc. since 2000. The firm provides discretionary investment management and financial planning services to individual and family clients, focusing on broadly diversified passive asset allocation using primarily exchange-traded funds. Portfolios are tailored to client objectives, risk tolerance, liquidity needs, and tax considerations, and the firm emphasizes tax and reporting matters informed by Elliott's CPA and CFA credentials and prior experience in public accounting.

Bryce Dooley is the sole advisor at BD MGMT LLC, operating as Blue Jean Wealth Management, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including management of a vending machine business, Dool's Delights. BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities. The firm employs a fundamental, bottom-up investment approach focused on concentrated portfolios and employs borrowing and derivatives in separate accounts, with the adviser personally investing alongside clients.

Kathryn Kraft is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Investment Advisors Corp. and Broker Dealer Financial Services Corp. before founding Kraft Financial, LLC in 2018. In addition to her advisory role, she is an independent insurance agent specializing in life insurance and annuities. Kraft Financial, LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $36 million for a select group of clients, focusing on diversified portfolios constructed from passive and active ETFs, mutual funds, equities, fixed income, and structured products, with an emphasis on cost control and a long-term perspective.

Patrick Vance is a financial advisor with ARK Advisors LLC, holding a Series 66 designation and 18 years of industry experience. He has been with ARK Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Outside of his advisory role, he owns Two Farm Boys, a business that sells crafts through Etsy. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm emphasizes personalized investment strategies through Investment Policy Statements and employs a combination of fundamental analysis and diversified investment approaches.

Brad Metz is a financial advisor with ARK Advisors LLC in Bloomington, IL, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including four years at Purshe Kaplan Sterling Investments prior to joining ARK Advisors in 2013. Outside of his advisory role, he is a licensed insurance agent specializing in fixed insurance sales. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm uses a personalized Investment Policy Statement for each client and employs a combination of fundamental analysis and various investment strategies, managing approximately $195.6 million for about 325 clients.