Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.

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.

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.

Daniel Mckeeman is a CFP® at Wealth Advisors Group in Fort Wayne, IN, with several years of industry experience dating back to 2019. His work history includes multiple roles at Wealth Advisors Group as well as a position at Ash Brokerage. Wealth Advisors Group offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a range of investment vehicles and model portfolios, including those supported by BlackRock Fund Advisors’ Aladdin® Platform.

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 licenses and bringing 28 years of industry experience. He has worked at Compass Financial Advisors since 2009 and previously worked at Harbour Investments, Inc. and Ausdal Financial Partners, INC. He serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy, offering financial planning, portfolio supervision, and retirement plan advisory services.

Austin Thoms is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He currently works at Wealth Advisors Group and previously held roles at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he serves as a volunteer deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled "2300 Reasons Why." Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation with periodic rebalancing, using a broad range of investment options, including model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

Alan Rohrer is a financial advisor at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Advisors Group, he worked at Salesforce, Cisco, Socio, Lessonly, Accent CPA Group, Peters, Browning and Co., and RSM. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a broad array of investment options and model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

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. He has worked at Atlas Capital since 2022, with prior roles at Chase Bank, Evolve Nutrition, Miller Scales and Food Machines, and Salsa Grille. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs a model-driven, actively managed approach using proprietary trade signals and daily pricing data, serving a large retail client base with approximately $870 million in assets under management.

Tyler Smith is a CFP® professional with one year of experience at Wealth Advisors Group. His prior positions include roles at Creative Liquid Coatings, Beckman Lawson, and Indiana University Robert H. McKinney School of Law. Wealth Advisors Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs tactical asset allocation and a broad range of investment opportunities, utilizing both internal and third-party model portfolios.

Christopher Swanson is a financial advisor at Compass Financial Advisors LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Compass since 2012, with prior roles at Harbour Investments, Inc. and Ausdal Financial Partners, INC. In addition to his advisory work, he is president of Simple Auto Simple Credit, a used car credit business. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach, offering services including financial planning, portfolio supervision, and retirement plan advisory work.

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 at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Kestra Advisory Services, CX Institutional, and New York Life Insurance Company. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting to a range of clients including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation with a broad range of investment options and incorporates model portfolios supported by BlackRock’s Aladdin® Platform.

James Weber is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Ameriprise and J.P. Morgan Securities LLC. Outside of advising, he volunteers as a mentor with SCORE Association, serves on the board of the Wells County Otters Swim Club, and holds a board position with the local chapter of Junior Achievement. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation with a long-term buy-and-hold investment approach while providing retirement plan advisory services and managing plan participant accounts through a third-party platform.

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 Series 66-licensed advisor with 17 years of industry experience, currently with Pathway Financial Advisers, LLC since 2023. Prior to this, she worked at Larson Financial Securities, LLC and Larson Financial Group from 2016 to 2023. She also serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers is a team-structured registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $524 million across 815 client relationships.