Henry Schacht is the sole advisor at Devotion Capital Management in Granger, Indiana, holding the CFA® designation and Series 65 license with 24 years of industry experience. He founded Schacht Value Investors, LLC in 2002 and has been involved with Schacht and Company, Inc. since 1995. Outside of financial advising, he is a shareholder and advisor to a family citrus production and sales business. Devotion Capital Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients, managing approximately $38 million in assets. The firm employs a value-investing approach centered on fundamental analysis and a margin-of-safety buy discipline, maintaining relatively concentrated, all-cap portfolios with internally generated research and low turnover.

Edward Bails is a CFP® with 29 years of industry experience and currently serves as the sole advisor at Fortified Wealth in Elkhart, IN. Prior to founding Fortified Wealth Advisors, LLC in 2024, he held advisory roles at firms including Enlightened Finance LLC, AE Wealth Management, Arbor Point Advisors, and Securities America. He is also the owner and president of B2 Financial, Inc., an insurance agency. Fortified Wealth is an independent investment adviser providing discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach primarily using ETFs and allows for individual equities, bonds, mutual funds, and alternative investments, with continuous account monitoring and annual formal reviews.

William Vail is a financial advisor with Integrity Wealth Advisors in Granger, Indiana, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Wealth Advisors since 2022 and has also been affiliated with Securities America since 2019. Vail has additional experience outside finance working for Millers Alehouse from 2009 to 2022. Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a long-term, modern portfolio theory-based approach emphasizing ETFs and diversified asset allocations aligned with client risk tolerance.

William Vail is a financial advisor with Integrity Wealth Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Integrity Wealth Advisors and its related entities since 2018 and has worked with Securities America since 2002. Outside of his advisory work, he is a member of the Kiwanis Club of South Bend and serves on the board of the St. Joseph River Valley Flyfishers, a nonprofit focused on conservation and flyfishing advocacy. Integrity Wealth Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning based on documented client objectives and risk tolerance. The firm employs a long-term, modern portfolio theory-based investment approach, utilizing ETF-based allocations, mutual funds, fixed income, real estate funds, annuities, commodities, and third-party sub-advisors such as SEI Investments Management Corporation.

Nicholas Vail is a Certified Financial Planner (CFP®) with over 14 years of experience in the financial services industry. He is currently affiliated with Integrity Wealth Advisors and has worked with Securities America since 2013. Outside of his advisory role, he is an owner of Fast Dance LLC, a business unrelated to his financial work. Integrity Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a modern portfolio theory approach and offers tailored investment plans, often incorporating ETF-based allocations and third-party sub-advisors.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Michael Green is a CFP® with 14 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and institutional entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services such as wealth management, family office support, retirement plan advisory, and sub-advisory solutions to other advisers.

Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as an independent insurance agent. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.

Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been associated with Korhorn Financial Group since 2007 and KFG Wealth Management, LLC since 2010. Outside of his advisory role, he works as a tax preparer and insurance agent at affiliated non-investment companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models, mutual funds, ETFs, and select strategies, offering ongoing portfolio monitoring and access to a financial planning platform.

Allegrita Ashenfelter is a financial advisor at Korhorn Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Silver Oak Securities since 2021. Prior to that, she was employed at Korhorn Financial Group and KFG Wealth Management starting in 2017 and also has experience at First Source Bank. Outside of her advisory role, she has been involved with River Valley Church for over a decade. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and other strategies, and offers services including ERISA plan sponsor consulting and integrated tax and insurance solutions.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.

Diana Dimian is a financial advisor with Korhorn Financial Group holding a Series 65 credential and five years of industry experience. She has worked at Silver Oak Securities since 2021 and has been associated with Korhorn Financial Group since 2019. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including standalone planning and ongoing advisory relationships.

Summer Hathaway is a CFP® with 18 years of industry experience, currently affiliated with Korhorn Financial Group. She has worked at Korhorn Financial Group since 2007 and was previously with Silver Oak Securities Inc from 2016 to 2022. Hathaway holds the Series 66 designation as well. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management, utilizing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

David Littrell is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell also receives residual income from previous work as an AFLAC agent. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and $12.5 billion in assets under management. The firm offers decentralized investment advisory and retirement-plan services, notable for its formal retirement-plan advisory and pension consulting capabilities.

John Mc Sorley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. He is also involved with Emerson North Creek Development, LLC, a real estate business in Elkhart, IN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Eugene Flock Jr. is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and E. J. Flock & Associates. He is also the owner of Generations Wealth Advisors, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities as well as its multi-advisor platform serving a broad client base.

Istrael Diego is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a combination of point-in-time financial plans and optional managed account solutions.

Ryan Murphy is a financial advisor with PNC Wealth Management in Granger, IN, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party managed mutual funds and ETFs.

Bryan Focht is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. His prior work includes roles at Guidance Tax and Accounting, LLC and Guidance Investment Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Nichols is a financial advisor at Independent Financial Partners with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. for over two decades. In addition to his advisory role, Nichols owns Generations Wealth Advisors, which focuses on tax preparation and financial planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform that serves a diverse client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.