Kim Diane Wooden

Henry Schacht is the sole advisor at Devotion Capital Management in Granger, Indiana, holding the CFA® designation and Series 65 license with 24 years of industry experience. He founded Schacht Value Investors, LLC in 2002 and has been involved with Schacht and Company, Inc. since 1995. Outside of financial advising, he is a shareholder and advisor to a family citrus production and sales business. Devotion Capital Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients, managing approximately $38 million in assets. The firm employs a value-investing approach centered on fundamental analysis and a margin-of-safety buy discipline, maintaining relatively concentrated, all-cap portfolios with internally generated research and low turnover.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Michael Green is a CFP® with 14 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and institutional entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services such as wealth management, family office support, retirement plan advisory, and sub-advisory solutions to other advisers.

Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been associated with Korhorn Financial Group since 2007 and KFG Wealth Management, LLC since 2010. Outside of his advisory role, he works as a tax preparer and insurance agent at affiliated non-investment companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models, mutual funds, ETFs, and select strategies, offering ongoing portfolio monitoring and access to a financial planning platform.

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.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.