Hannah Grubb is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Northwestern Mutual and Fort Wayne Community Schools. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management to individual and high-net-worth households, emphasizing documented client relationships and tax-aware asset management.

Michael Albertson is a financial advisor at TradeWell Tax & Financial with 19 years of industry experience. He holds a Series 65 designation and has worked at Tradewell Securities, LLC, Secure Asset Management, L.L.C., and USA Financial Securities. Outside of his advisory role, he is president of Indiana Tax Advisory Group, Inc., providing tax advisory and preparation services, and he has a passive ownership interest in a coffee roasting business. TradeWell Tax & Financial advises individual and high-net-worth households through personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships, tax-aware asset management, and serves as an ERISA fiduciary with the capability to act as a Section 3(38) investment manager for plan assets.

Thomas Badders is a financial advisor at TradeWell Tax & Financial with a Series 65 license and three years of industry experience. His background includes service in the United States Air Force from 2014 to 2023 and roles at Tradewell Securities LLC, Secure Asset Management, and Indiana Tax Advisory Group. He is also involved in recommending insurance products to clients. TradeWell Tax & Financial serves individual and high-net-worth households, offering personalized financial planning and discretionary portfolio management. The firm emphasizes tax-aware strategies, documented client relationships, and fiduciary responsibilities, including acting as a Section 3(38) investment manager when appointed.

Wesley Phelps is a financial advisor at TradeWell Tax & Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Prudential and Farm Bureau Marketing Securities LLC. Outside of his advisory role, he is an owner of Liagan Brothers Corporation, where he recommends insurance products. TradeWell Tax & Financial advises individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm combines fundamental, technical, and cyclical analysis to build portfolios and offers tax-aware management of retirement and HSA accounts.