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.

Ryan Mabry is the founder and sole advisor of Mabry Wealth Management, LLC in Fort Wayne, Indiana. He holds a Series 66 designation and has 10 years of industry experience, including two years at Edward Jones prior to establishing his independent practice in 2018. Outside of his advisory work, Mabry coaches a 5th grade boys' basketball team at Canterbury School. Mabry Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and overseeing held-away retirement accounts. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocation and tax-efficient rebalancing through its exclusive use of Charles Schwab as custodian.

Andrew Krafft is a financial advisor at Luminary Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young from 2014 to 2017 before joining Capstone Advisors LLC in 2018. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm employs investment strategies based on modern portfolio theory and the capital asset pricing model, utilizing no-load mutual funds, ETFs, and model portfolios.

Max Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with five years of industry experience. He has been with Dickmeyer Boyce Financial Management since 2016. Outside of his advisory role, he is the sole owner of Remember U LLC, a computer software and photo creative business. Dickmeyer Boyce Financial Management, Inc. is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm uses a strategic asset-allocation framework that combines passive and active investments with a focus on risk management and emphasizes employee and client education in its retirement-plan services.

Ian Boyce is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been with Dickmeyer Boyce Financial Management, Inc. since 2004. In addition to his advisory role, he serves as a director at Farmers & Merchants Bank, focusing on strategy, compliance, and operations. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach that prioritizes risk management and combines passive and active investment strategies, with an emphasis on client and employee education in its retirement-plan services.

David Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Dickmeyer-Boyce Financial Management since 2004, following his start at Dickmeyer Financial Management in 2002. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index/ETF exposure with selected active funds, dividend-producing equities, and municipal bonds, and emphasizes employee and client education in its retirement-plan services.

Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is a financial advisor and principal at Capstone Advisors, LLC, which operates as Luminary Wealth, and has been with the firm since 2002. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm constructs long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically utilizing no-load mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Andrew Lanphear is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at SnapMobile, Inc. and Velodyne LiDAR. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index and ETF exposure with select active funds, dividend equities, and municipal bonds, and places a formal emphasis on employee and client education in its retirement-plan services.

Robert Rachlow is a financial advisor at Luminary Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at Larson Financial Group, LLC since 2011 and Capstone Advisors, LLC since 2002, where he is also a principal. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm uses written investment policy statements and long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically employing no-load mutual funds, ETFs, and model portfolios.

Jacob Schmidt is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Osaic Wealth, Inc. since 2015. Schmidt also operates as an insurance broker, selling insurance products as part of financial plan implementation. Financial Planning Services provides financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies tailored to client goals, with periodic reviews and rebalancing.

Richard Phillips is a CFP® with 27 years of industry experience, currently serving at Phillips Financial. He has been involved with Phillips Financial Services, Inc. since 1981 and has led Phillips Financial Management, LLC and Phillips Benefits Advisors, LLC since 2004. In addition to his advisory roles, he works as an independent insurance agent for various companies. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach using mutual funds, ETFs, and tailored model portfolios, supplemented by sub-advisors and a proprietary Market Index Solution™ program for retirement plans.

Riley Reimschisel is a CFP® with six years of industry experience, currently serving as a financial advisor at Phillips Financial Management, LLC since 2022. Prior to joining Phillips Financial, he worked at Vestia Personal Wealth Advisors and has a diverse background including roles in education and retail. He is also an independent life and health insurance agent for various companies. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach with tailored model portfolios, periodic rebalancing, and offers both discretionary and automated investment options.

Marisa Meadows is a financial advisor at Phillips Financial with a Series 65 designation and two years of industry experience. She previously worked at Lincoln Financial Distributors for two years and spent five years at University Eye Specialists, Ltd. before joining Phillips Financial in 2021. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs a strategic, index-oriented investment approach using mutual funds and ETFs, tailored model portfolios, and periodic rebalancing, and provides a range of services including financial planning, retirement-plan management, educational seminars, and access to private capital opportunities.

Tessa Troyer is a financial advisor at Howard Bailey Securities, LLC with a Series 65 designation and two years of industry experience. Prior to joining Howard Bailey Financial, she worked in various roles within the education sector, including positions at School City of Mishawaka and Wawasee Community Schools. Howard Bailey Securities, LLC primarily serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm employs 16 advisors and manages approximately $485 million in discretionary assets, using a blend of fundamental and technical analysis alongside Modern Portfolio Theory in its investment approach.

Albert Kohout is a financial advisor at Galecki Financial Management Inc with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Galecki Financial Management since 2003. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, utilizing diversified, asset-allocation-driven portfolios managed by an internal Investment Committee of CFP® professionals.

Heather Drebenstedt is a financial advisor at Summit Consultants, Inc. in Fort Wayne, Indiana, with 19 years of industry experience. She holds a Series 66 designation and has worked at Summit Consultants since 2007, following a prior role at LPL Financial. Outside of her advisory work, she is involved in a fitness-related business in Fort Wayne and Roanoke, Indiana. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting services to individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and offers estate planning through an affiliated attorney and specialized pension plan consulting.

Cody Robinson is a CFP® professional with five years of industry experience, currently serving at Financial Planning Services in Fort Wayne, IN. He has worked at Osaic Wealth, Inc. and Financial Planning Services since 2019. Outside of his advisory role, he provides insurance brokerage services, assisting clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm focuses on long-term buy-and-hold investment strategies with tailored asset allocation and ongoing portfolio supervision.

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Thrivent Investment Management. Outside of his advisory role, he is associated with FM Investments, where he acts as a financial advisor within F&M State Bank. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology to serve its client base.

Kevin Chandler is a CFP® professional with 11 years of experience in financial advising. He has been with Galecki Financial Management Inc since 2014. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, using a diversified, asset-allocation-driven investment approach supported by an internal Investment Committee.

Robert Macke is an investment advisor representative at Financial Planning Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Inc., Sigma Financial Corporation, and Spc. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance products. Financial Planning Services provides financial planning and investment advisory services to individuals and families, including both non‑high-net-worth and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and employs a long-term buy-and-hold investment approach with asset allocation tailored to client goals.