Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.

Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.

Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.

Austin Thoms is a CFP® professional with seven years of industry experience, currently serving at Wealth Advisors Group since 2024. His prior roles include positions at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he volunteers as a deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled 2300 Reasons Why. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a dynamic risk management and tactical asset allocation approach, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews.

Mark Vanderhagen is a CFP® with 38 years of industry experience, currently serving at Wealth Advisors Group in Fort Wayne, IN. His prior experience includes roles at LPL Financial LLC from 1993 to 2017 and Purshe Kaplan Sterling Investments, Inc. from 2017 to 2018. Vanderhagen holds board and leadership positions outside of his advisory work, including serving as treasurer for the Legatus International Fort Wayne Chapter and as a board member of the Watersong Office Park Association. Wealth Advisors Group provides financial planning, discretionary and non-discretionary portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews supported by BlackRock’s Aladdin® platform.

Laura Morton is a financial advisor with Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 license and three years of industry experience. Prior to joining Wealth Advisors Group, she worked at Kestra Advisory Services, LLC, Personal Wealth Partners, LLC, and CX Institutional. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation using model portfolios and independent managers.

Erin Mutton is a financial advisor at Pathway Financial Advisers, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Larson Financial Securities, Simcox Financial Services, and Raymond James Financial Services. Outside of her advisory role, Erin serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by offering discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across 759 client relationships and uses a combination of fundamental and technical analysis within a documented investment policy framework.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Christopher Slyby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Advisors Group in Fort Wayne, IN. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Outside of his advisory role, he is involved in financial planning activities through his own entity, C.A. Slyby LLC. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm utilizes dynamic risk management and tactical asset allocation, employing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers and technology platforms such as BlackRock’s Aladdin® in its investment process.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 designation and 11 years of industry experience. He has been with Pathway Financial Advisers since 2014 and concurrently serves as a 50% partner in Pfister & Miller Inc, an accounting and tax practice. Outside of financial advising, Miller is part owner of a grain farming business, Lace & Ace Farms, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across about 759 client relationships, employing both fundamental and technical analysis in its investment approach and offering services that include acting as an ERISA fiduciary when engaged.

Andrew Renninger is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he worked at ProFed Credit Union and has held teaching positions at Purdue University, Norwell High School, and Norwell Middle School. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

David Kern is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Concorde Asset Management, LLC since 2014 and also has longstanding ties to Advantage Financial Planning dating back to 1987. Outside of his advisory roles, Kern is a member of The Flying Circuits, a remote control flying club. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs and ERISA plan advisory.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of experience in the industry. His prior roles include positions at Ash Brokerage and Lincoln Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis to allocate across various asset classes, including individual equities, fixed income, ETFs, structured products, and private investment funds.

Alisha Norris is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at CX Institutional, LLC since 2022. She previously worked at LPL Financial and Dekko Investment Services from 2013 to 2022. Norris participates in community investment committees, including Junior Achievement of Northern Indiana and the Community Foundation of Greater Fort Wayne. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside custom client solutions.

Tanner Echenoz is a financial advisor at CX Institutional, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Ash Brokerage and Kelley Automotive. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

Hannah Williams is a financial advisor at Prospera Financial Services, Inc. with a Series 66 designation and five years of industry experience. Her prior work includes roles at Five Lakes, Sylvan Cellars, and East Noble. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services across multiple platforms, utilizing both firm and third-party models with discretionary and non-discretionary management options.