Kim Wooden

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.

Michael Fritschi is a financial advisor at Korhorn Financial Group with the designations ChFC® and Series 65, and three years of industry experience. He previously worked at Mid-American Screw Products and Elkhart High School before joining Korhorn Financial Group and KFG Wealth Management, LLC in 2022. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models focused on mutual funds, ETFs, and custom strategies, and offers both standalone planning and ongoing advisory relationships.

Michael Green is a CFP® professional with 13 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. from 2012 to 2021. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and registered investment advisers. The firm employs a core-and-satellite investment framework incorporating active, passive, quantitative, and environmentally conscious strategies, and provides wealth management, retirement plan advisory, family office, and financial planning services.

Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been with Korhorn Financial Group since 2007 and also worked at Securities America, Inc. from 2007 to 2016. Outside of advising, he works as a tax preparer and insurance agent at affiliated non-investment businesses. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models primarily with mutual funds and ETFs, offers customized strategies, and provides services including plan sponsor advisory under ERISA arrangements.

Allegrita Ashenfelter is a financial advisor at Korhorn Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Silver Oak Securities since 2021. Prior to that, she was employed at Korhorn Financial Group and KFG Wealth Management starting in 2017 and also has experience at First Source Bank. Outside of her advisory role, she has been involved with River Valley Church for over a decade. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and other strategies, and offers services including ERISA plan sponsor consulting and integrated tax and insurance solutions.

Summer Hathaway is a financial advisor with Korhorn Financial Group who holds the CFP® and Series 66 credentials and has 17 years of industry experience. Her prior work includes roles at Silver Oak Securities Inc and Securities America, Inc. She has been involved with Korhorn Financial Group since 2007, assisting in day-to-day operations. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on portfolio management, financial planning, and retirement plan consulting. The firm uses asset-allocation models primarily implemented with mutual funds and ETFs and offers services including discretionary investment management, plan sponsor consulting, and integrated tax and insurance services.