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Brandon S

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and F&M Bank. In addition to his advisory role, he is active with FM Investments, where he serves as an associate. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning and portfolio management using evidence-based investment strategies and a combination of discretionary and non-discretionary management solutions.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Nikole M

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Nikole Middleton is a financial advisor at Vestia Personal Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Lebamoff Law Offices. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach and incorporates a mix of discretionary management, third-party sub-advisors, and technology-enabled solutions.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Bradlee Q

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Bradlee Quick is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 credential and having six years of industry experience. Prior to joining Vestia in 2019, he worked at Zimmer Biomet for ten years. He serves in executive leadership roles for several affiliated entities within the Vestia organization and is involved as a managing member and investor in private equity and venture capital firms. Additionally, he volunteers with a Christian leadership ministry and serves on the board of a nonprofit support group for relatives of addicts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach using a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, and it offers access to alternative and private investments through affiliated platforms.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Lindsey H

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Lindsey Hanson is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Ausdal Financial Partners, Merrill, and Larson Financial Group. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm uses an evidence-based investment approach incorporating in-house management, third-party sub-advisors, and technology-enabled solutions, along with access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Colin S

Series 63, Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Colin Snyder is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, Ruoff Mortgage Company, and Joseph Decuis. Outside of advising, he is involved in cryptocurrency mining through a virtual mining operation called PI COIN. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach utilizing a range of management strategies and offers access to alternative investments and educational workshops.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Thomas M

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Thomas Martin is a CFP® with 23 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Fort Wayne, IN. His prior roles include positions at The Tebow Group and Mammoth Investors, LLC. Outside of advisory work, he holds board roles with organizations addressing behavioral science, medical appliances, and anti-human trafficking efforts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach combining discretionary management, third-party sub-advisors, and technology-enabled solutions, and includes affiliated entities providing insurance and brokerage services.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Luke W

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Luke Walters is a financial advisor at Vestia Personal Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SageSpring Wealth Partners and Purdue University among other roles. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach, utilizing a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, and manages approximately $1.06 billion for nearly 4,000 clients through a multi-entity structure.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Michael T

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Michael Trent is a CFP® and Series 66 holder with 12 years of experience in financial advisory. He is currently with Vestia Personal Wealth Advisors, where he has worked since 2018. Prior to joining Vestia, he was associated with Larson Financial Group and Larson Financial Securities. Outside of his advisory role, he serves as treasurer and volunteer for Blessings in a Backpack, a nonprofit addressing weekend food insecurity in public schools. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through affiliated entities.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Kameron H

CFP®, Series 63, Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Kameron Helmuth is a CFP® professional with 14 years of experience in the financial services industry, currently serving at Vestia Personal Wealth Advisors. His prior roles include positions at The State Bank and Trust Co, Cetera Investment Services LLC, and PNC Investments. Outside of advising, Helmuth is involved as treasurer of a nonprofit social club focused on barbecue and manages a wristwatch sourcing and sales venture. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment principles and combines discretionary management with sub-advisors and technology-driven solutions, also providing access to alternative and private investments through a dedicated platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Cameron H

CFP®, Series 63, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Cameron Heasley is a CFP® professional with 16 years of industry experience, currently serving at Vestia Personal Wealth Advisors since 2018. He previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2009 to 2017. In addition to his advisory role, Heasley is involved in leadership positions across multiple affiliated entities, including venture capital and consulting services focused on investment management. 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 that incorporates in-house management, third-party sub-advisors, and technology solutions, and manages approximately $1.06 billion for nearly 4,000 clients.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Emma B

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Emma Bontrager is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at Ernst & Young and Crowe LLP. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, and business consulting. The firm applies evidence-based investment principles and utilizes both in-house and third-party management strategies, while also offering access to alternative and private investments.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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