Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc., McDonald Capital Management, Inc., and Osaic FA, Inc. There are no additional noted outside activities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Lucas Troutner is a Series 66-licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, LP and has prior experience at ProFed Financial Advisors LLC and ProFed Federal Credit Union. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services using a variety of custodians and third-party platforms.

Chelsea Brown is a financial advisor with PNC Wealth Management in Fort Wayne, IN, holding CFP® and ChFC® designations and nine years of industry experience. Her prior roles include positions at NEXT Financial Group, Inheritance Financial Solutions, and New York Life Insurance. Outside of advising, she has experience as a landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by employee invitation. The firm uses algorithm-driven risk assessments and implements portfolios via approved model strategies managed by PNC or third parties.

Benjamin Goodpaster is a financial advisor at Lincoln Investment in Fort Wayne, IN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Marketshare Financial, Royal Alliance Associates, and Northwestern Mutual. Goodpaster is also a managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company that currently holds no assets and has no plans for future business activity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, employing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Susan Chipps is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her career includes 11 years at J.P. Morgan Securities and roles at CX Institutional, LPL Financial, and Key Investment Services. She serves on the board and executive committee of the Fort Wayne Civic Theatre, overseeing financial matters and investment accounts for the nonprofit’s endowment. Key Investment Services LLC provides advisory services to individuals, trusts, estates, and businesses through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Patrick Hoffman is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Investments, Lincoln Financial, Truist, Vanguard, Bank of America, Merrill, and Legg Mason. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Sydney Cale is a CFP® and Series 66-licensed advisor with nine years of industry experience. They have worked at Mariner Wealth Advisors since 2024, following seven years at SYM Financial Advisors and one year at Axa Advisors, LLC. Sydney volunteers teaching financial education at Junior Achievement of Northern Indiana and serves on the boards of First Fridays Fort Wayne and All for One Productions, as well as a trustee for Life Community Church. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities through discretionary, customized portfolios supported by a combination of in-house research and third-party managers.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Neil Bryson is a financial advisor with Eagle Strategies (NY Life) based in Fort Wayne, IN. He holds the ChFC® designation and has 24 years of industry experience. Prior to his current role, he worked at Distinctive Financial Resources LLC for three years. Outside of his advisory duties, he serves as a board member of the Northeast Indiana Passenger Rail Association and is vice president of the Heart of Jesus Home For The Dying. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Nathan De Vaux is a financial advisor with Kestra Advisory holding CFP®, Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Kingdom Collective and Crossview Church. He is also involved with The Shelton Financial Group, where he provides financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves large institutional investors and provides access to multiple management platforms and complex investment solutions.

Tyler Voigt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, as well as management experience in the food service industry. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Jennifer Brown is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at GWFS Equities, INC, Corsica Technologies, and Nationwide Investment Services Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has one year of industry experience and has worked at Capital Advisory Partners, LLC and as a self-employed advisor. His background also includes roles at EY and Indiana University. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform.

Samantha Anderson is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to her current role, she worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Anderson also operates as an insurance agent, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm applies a combination of fundamental, technical, and cyclical analyses to construct tailored portfolios aligned with clients’ goals and risk tolerances.

Wade Ritchie is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Great Lakes Legacy Group, LLC and operated as a sole proprietor. Ritchie is also involved in insurance sales through Runestad Financial Services, LTD. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses, offering services such as model portfolio solutions, discretionary asset management, financial planning, and plan services. The firm employs a platform-centered approach that combines internally managed models, third-party strategies, and advisor-tailored portfolios.

Russell Couchman is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has been appointed as a 1099 insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Kevin Davidson is a financial advisor with Eagle Strategies (New York Life) based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He is owner and partner of multiple affiliated entities, including Davidson Wealth Group, LLC and Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., involved in reinsurance activities. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Austin Presley is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mountain Peak Wealth Advisors, LLC, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

David Livingston is a financial advisor at Fifth Third Securities, Inc. in Fort Wayne, IN, with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Fifth Third since 2008. Outside of his advisory role, he is engaged in family photography in New Haven, IN. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple program types and third-party portfolio managers through its Passageway Managed Account Program, combining advisor-directed models with strategies such as SMA, tax overlay, and direct indexing.

Frederick Childs is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent six years at Huntington University. In addition to advisory work, Childs is an insurance agent with Bankers Life & Casualty, where he evaluates clients’ health, Medicare, and life insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations aligned with clients’ goals and risk tolerances.