Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Luke Friskney is a financial advisor at Arena Wealth Management LLC in Fort Wayne, IN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AMI Investment Management and Noble Hawk Golf Links. Arena Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active strategies guided by Modern Portfolio Theory and utilizes third-party sub-advisers and separately managed accounts.

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.

Kurt Gutman is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ausdal Financial Partners, Harbour Investments, and Securities America, and has been with Compass Financial Advisors since 2009. Outside of advisory work, Gutman serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors provides investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a team model to deliver portfolio management, written financial plans, third-party manager referrals, and retirement plan advisory services, employing a long-term, buy-and-hold investment approach with tactical adjustments as needed.

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.

Reed Diller is a financial advisor at Atlas Capital Management Corp with a Series 65 designation and three years of industry experience. Prior to joining Atlas in 2022, he worked at Chase Bank and held roles in the nutrition and food machinery sectors. Atlas Capital Management Corp. provides discretionary portfolio management and consulting services to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, serving several thousand client accounts with a small advisory team.

Christopher Swanson is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding a Series 63 designation and over 41 years of industry experience. He has worked at Ausdal Financial Partners, Harbour Investments, Securities America, and Compass Financial Advisors, where he has been since 2012. Outside of his advisory role, he is president of Simple Auto Simple Credit, a used car credit business based in Petoskey, MI. Compass Financial Advisors provides investment management and financial planning to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a team model and a long-term, buy-and-hold investment approach combined with tactical adjustments and uses both internal management and external managers to serve its clients.

Jerry Jacobs is a CFP® professional with 27 years of industry experience. He has worked at Cantella & CO., Inc. since 2003 and has been associated with Atlas Capital Management Corp since 1994. Jacobs holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. Atlas Capital Management Corp. provides discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and various named strategies, managing over 3,200 discretionary accounts with a small advisory team.

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.

James Weber is a financial advisor at Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, J.P. Morgan Securities, and Varsity Tutors. Outside of advising, Weber volunteers as a mentor with SCORE Association, serves on the boards of the Wells County Otters Swim Club and Junior Achievement, and is a notary public. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a long-term, buy-and-hold investment approach combined with tactical adjustments and offers plan-level services for public-sector retirement plans through a team-based model.

Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.

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.

Michael Simpson is a financial advisor at Compass Financial Advisors LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Harbour Investments, Inc., Securities America Inc., and BRSZ Personal Financial Planning Group, Inc. In addition to his advisory role, Simpson serves on the boards of Vincent Village, a nonprofit organization, and Summit Equestrian, which supports disabled veterans. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs a team model and offers tailored portfolio management and retirement plan advisory services with a focus on long-term investment strategies.