Hannah Grubb is a financial advisor at TradeWell Tax & Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Northwestern Mutual and Fort Wayne Community Schools. Her background also includes roles outside finance, such as in the brewing and food service industries. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, offering additional services in tax preparation and licensed insurance through affiliated outside-business arrangements. The firm employs documented investment policies and uses an Order Management System to manage portfolios with a focus on tax efficiency and active oversight.

Joshua Hasselbach is a financial advisor at Tradewell Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at CX Institutional, LLC and USCA Securities LLC, as well as a period as a primary caregiver. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios using fundamental, technical, and cyclical analysis and invests across various asset classes including mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Michael Albertson is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, with 18 years of industry experience. He holds a Series 65 designation and has worked at Tradewell Securities, Secure Asset Management, and USA Financial Securities. In addition to his advisory role, he is president of Indiana Tax Advisory Group, a tax-related business, and owns TradeWell Tax & Financial, which provides tax advisory and preparation services. He is also a passive investor in a coffee roasting business and a shareholder in a coffee wholesale distributor. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as ERISA plan investment management. The firm integrates advisory services with tax-preparation support and licensed insurance activities through affiliated outside-business arrangements.

Thomas Badders is a financial advisor at Tradewell Securities, LLC with two years of industry experience. He holds the Series 65 designation and previously served nine years in the United States Air Force. Outside of his advisory role, he is involved in recommending insurance products to clients. Tradewell Securities, LLC offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and typically invests in mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Wesley Phelps is a financial advisor with TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Prudential, Farm Bureau Marketing Securities, and several other financial services firms. He is also an owner of Liagan Brothers Corporation, an insurance business recommending products to consumers. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, alongside ERISA plan investment management. The firm integrates tax-preparation support and licensed insurance activities through affiliated outside-business arrangements and employs strategies based on fundamental, technical, and cyclical analysis.