Nicholas Irving Arthur Wheeler

Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

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.

Dennis Houlihan is the founder and sole advisor of Houlihan Asset Management LLC in Fort Wayne, IN. He holds the CFP® designation and has 21 years of industry experience. Houlihan has led his independent firm since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses, offering investment supervisory and portfolio management services along with financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to client goals and risk profiles, often operating with discretionary trading authority when agreed.

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.