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.

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He holds the Series 65 and Series 63 designations and previously worked in wealth management and investment services roles at Northwestern Mutual. Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, third-party model portfolios, and external managers to tailor portfolios, including options for socially responsible investing.

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Full of Grace Financial, Mr. Salway worked at Northwestern Mutual and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies and offers customizable portfolios, including socially responsible options, alongside discretionary management and written financial plans.

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.

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.

Andrew Young is a CFP® and Series 66 professional with 14 years of industry experience. He has been with Galecki Financial Management Inc since 2013. 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 employs an internal Investment Committee of CFP® professionals to manage diversified, asset-allocation-driven portfolios and offers comprehensive, cash-flow-based financial planning along with specialized one-time engagements such as Initial and Divorce Financial Overviews.

Michael Mcardle is a CFP® professional with 23 years of industry experience, currently serving at Galecki Financial Management Inc since 2007. He holds Series 63 and Series 66 licenses and works from Fort Wayne, IN as part of a six-advisor team. Galecki Financial Management is a fee-only advisory firm that provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements such as Initial Financial Overviews and Divorce Financial Overviews. The firm serves moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations, employing an internal Investment Committee to implement diversified, asset-allocation-driven portfolios.

Krista Kramer is a financial advisor at TCP Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. In addition to her advisory role, she works as a financial coach. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, offering tailored investment strategies and model portfolios.

Chloe Blythe is a financial advisor at Galecki Financial Management Inc with 13 years of industry experience and a Series 65 designation. She has been with Galecki Financial Management since 2012. 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 provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements, using a committee-driven, asset-allocation approach with institutional-style execution and ongoing written performance reporting.

Melanie Colwell is a CFP® professional with 18 years of experience in financial advising. She has been with Galecki Financial Management Inc since 2005. The firm operates as a team of six advisors based in Fort Wayne, IN. 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 provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements, employing a diversified, asset-allocation-driven investment approach overseen by an internal committee of CFP® professionals.

Darin Archbold is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of his advisory role, he is involved in managing fixed insurance products. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios, discretionary programs, and third-party manager recommendations, employing both strategic and tactical investment approaches.

Nathan Burk is a financial advisor with Larson Financial Group, LLC and holds a Series 66 designation. He has prior experience as a program director at the Ron Blue Institute, where he oversaw CFP/CKA coursework, acted as an enrollment and academic advisor, and instructed assignments. Burk’s industry experience began in 2025 following roles in education and other sectors. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, including option overlays and separately managed accounts.

Brad Jeffrey is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Lincoln Financial Group for 16 years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing low-cost diversified mutual funds and ETFs alongside other investment options.

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of advisory work, he serves on the Board of Directors for Concordia Lutheran High School, overseeing governance of its $26 million endowment. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Cameron Collier is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including 12 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has worked at Purshe Kaplan Sterling Investments since 2022. Outside of advisory work, he volunteers with the Adams Central Football Booster Club, serves on the Adams County Sheriff's Merit Board, and participates in the Senator Jim Banks Service Academy Selection Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation strategies and various overlay and automated investment platforms.

Brooks Smith is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Thrivent Financial, Lincoln Financial Group, and Huntington University. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary strategies, utilizing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.