Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

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.

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

Bond Munroe Bell is the sole advisor at Bond Bell & Co., an independent firm based in Fort Wayne, IN. He holds the Series 66 designation and has 21 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Scott & Stringfellow. Bell is also the owner of Bell Asset Management LLC, a financial services entity related to commissions for insurance and securities sales. Bond Bell & Co. provides portfolio management services to individuals, high-net-worth clients, and corporate entities, as well as financial planning and family-office consulting tied to advisory relationships. The firm utilizes a range of analytical and trading strategies, accepting discretionary authority to implement investment plans tailored to clients’ goals and risk tolerance.

Jordan Wise is a CFP® professional with 14 years of experience in the financial services industry. He currently leads Wise Wealth Management, an independent advisory firm, and has prior experience at Goldman Sachs and other firms. Outside of advisory work, he is part owner of Guardia Trust Insurance LLC and serves as a strategy associate for Wise Insurance Agency, Inc. Wise Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing discretionary portfolio management and financial planning services. The firm primarily employs passive investment strategies using index funds and ETFs, and also offers ERISA Section 3(21) consulting and participant education for retirement plans without accepting commissions or revenue-sharing from investment providers.

Thomas Diem is the principal of Diem Wealth Management in Fort Wayne, IN, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has operated his independent advisory practice since 2012, building on a career that began in 1989. In addition to his advisory work, he spends approximately 20% of his time as an independent insurance agent, focusing on life insurance, long-term care insurance, and fixed annuities. Diem Wealth Management serves individuals, high-net-worth clients, and corporations, providing financial planning, consulting, educational seminars, and co-advisory services. The firm implements investment strategies primarily through third-party managers and the Matson Money platform, emphasizing an asset-allocation approach based on Modern Portfolio Theory and efficient-market principles.

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.

Noel Knox is a financial advisor with SOLVE Consulting Group, LLC in Fort Wayne, IN, holding Series 65 and Series 66 licenses and 20 years of industry experience. He previously worked for Monarch Capital Management, Inc. for 16 years before joining SOLVE Consulting Group in 2022. Knox is also a lawyer, though he does not actively practice law or provide legal advice to clients. SOLVE Consulting Group offers investment advisory and financial planning services to individual and high-net-worth clients, emphasizing tailored portfolio management and comprehensive financial consulting. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, with portfolios aligned to client risk tolerance and time horizon.

Robert Anweiler is a CFP® professional with 27 years of industry experience. He is the sole advisor at Anweiler Financial Management, LLC, an independent firm he has led since 1998. Outside of financial advising, he owns a non-investment related import business and serves as president of a manufacturing firm. Anweiler Financial Management LLC is a fee-only, state-registered independent advisory firm serving individual and corporate clients. The firm offers continuous investment supervisory services, comprehensive financial planning, consulting, and in-house tax planning and preparation, managing portfolios largely on a non-discretionary basis using a variety of investment strategies.

Spencer Yackee is a financial advisor at Yackee Potempa & Smalley Asset Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Entrust Capital Management, where he was involved in renewable energy investment projects. Yackee Potempa & Smalley Asset Management provides portfolio management services to individual investors, trusts, and foundations, utilizing both fundamental and technical analysis to tailor strategies to client objectives and risk tolerances. The firm manages a small number of discretionary accounts and employs a range of investment techniques including short-term trading and derivative instruments.

David Meyer is a Series 65-licensed financial advisor at Monarch Capital Management Inc with 27 years of industry experience. He has been with Monarch Capital Management since 1994. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term ownership of individual stocks and high-quality bonds with diversification and a laddered bond maturity strategy to manage risk.

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, with six years of industry experience. He holds a Series 65 designation and has been with Dickmeyer Boyce 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 is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, family businesses, charitable organizations, and employer retirement plans. The firm uses a risk-first investment approach with customized portfolios that combine passive and active funds, dividend-producing equities, and municipal bonds, and places particular emphasis on participant education and outreach in its retirement plan services.

George Donner is a CFA® charterholder with 27 years of industry experience. He has been with Monarch Capital Management Inc since 1998. Monarch Capital Management Inc provides discretionary portfolio management for individuals, trusts, foundations, charitable organizations, and businesses. The firm focuses on long-term ownership of individual stocks and high-quality bonds, employing diversification and a laddered bond maturity strategy to manage risk.

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.

Hannah Grubb is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Northwestern Mutual and Fort Wayne Community Schools. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management to individual and high-net-worth households, emphasizing documented client relationships and tax-aware asset management.

John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.

Roger Summers is a financial advisor with Haley & Summers Wealth Management, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with THE O.N. Equity Sales Company since 1992 and operates Summers Financial Services, Inc. since 1984. In addition to his financial advisory work, Summers is also an attorney who assists clients with wills and trusts. Haley & Summers Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary, actively managed portfolios tailored to clients’ risk profiles and life stages, employing fundamental and technical analysis across a range of investment vehicles.

Adam Beard is a Series 65-licensed advisor at Monarch Capital Management Inc with seven years of experience in the financial industry. He has worked at Monarch since 2019 and previously held roles at SYM Financial Advisors, Parkview Health, and Financial Planning Services. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term ownership of individual stocks and high-quality bonds, using diversification and a laddered bond strategy to manage risk, and manages approximately $476 million across about 166 client relationships.