Kevin Thompson

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.

Antony Stureman is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has long-standing ownership roles at Krouse Kern Wealth Management, Inc. and KK Risk Management, LLC, an insurance agency where he is a licensed life, health, and LTC agent. Krouse Stureman & Associates offers personalized financial planning and investment advisory services to individuals, high-net-worth families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach focusing on asset allocation, diversification, and using passively managed institutional-class mutual funds, managing portfolios primarily on a discretionary basis through independent custodians.

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 the sole advisor at Bond Bell & Co., an independent firm based in Fort Wayne, IN. He holds the Series 66 designation and has 21 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Scott & Stringfellow. Bell is also the owner of Bell Asset Management LLC, a financial services entity related to commissions for insurance and securities sales. Bond Bell & Co. provides portfolio management services to individuals, high-net-worth clients, and corporate entities, as well as financial planning and family-office consulting tied to advisory relationships. The firm utilizes a range of analytical and trading strategies, accepting discretionary authority to implement investment plans tailored to clients’ goals and risk tolerance.