Bruce Patterson is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has worked at Harbour Investments since 2016, with prior roles at Compass Financial Advisors and Venture Wealth Advisors. Outside of his advisory career, Patterson volunteers as a basketball coach for Gym Rats Indiana and at Churubusco High School. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple investment strategies tailored by individual advisors and third-party managers.

Bo Potter is a financial advisor with CX Institutional, LLC, holding a Series 65 license and beginning his industry experience in 2026. His prior work includes roles in packaging, education, and golf club operations. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Ross Hutton is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Ball State University and Lake City Bank, as well as experience in education and the restaurant industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis. The firm offers specialized strategy portfolios and integrates third-party technology while managing a diverse range of asset classes.

Eli Smith is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Vestil Manufacturing, Messenger LLC, and Four Seasons Landscaping Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and integrates financial planning into select client offerings.

Erik Herstad is a financial advisor at CX Institutional, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CX Institutional since 2018, with prior roles at CXI Advisors, LPL Financial, and Hefty Wealth Partners. Outside of his advisory work, he is a commissioned notary. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Kentrina Mapes is a financial advisor at CX Institutional, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Hefty Wealth Partners. Outside of her advisory role, she serves as a notary and client service manager. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and integrates financial planning into select client offerings.

Sarah Southworth is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CX Institutional, she worked at Cambridge Investment Research and Prospera Financial Services. Outside of advising, she is a sales associate at Under Armour and serves as a notary in Fort Wayne, Indiana. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analyses across a range of asset classes and specialized portfolios.

David Scott is a Series 65-licensed financial advisor with CX Institutional, LLC, based in Auburn, Indiana. He has four years of industry experience, including prior roles at Miller Private Wealth, Old National Bank, and American Equipment Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes and includes specialized strategy portfolios alongside traditional models.

Nicholas Wheeler is a Series 65-licensed financial advisor at 49 Financial with three years of industry experience. His prior roles include positions at Cerity Partners LLC and Fruitful, LLC. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, and provides both project-based and ongoing planning alongside discretionary portfolio management.

Gregory Shirk is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Raymond James & Associates and Merrill prior to joining LaSalle St. Investment Advisors in 2013. Outside of his advisory role, he volunteers at LaOtto Community Park. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Jamie Mitchell is a Series 65-licensed financial advisor with SYM Financial Advisors in Fort Wayne, IN, where he has worked since 2015. He has three years of industry experience. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party automated platforms.

Travis Glassley is a Series 65-licensed financial advisor at CX Institutional, LLC with one year of industry experience. Prior to joining CX Institutional, he worked at Parkview Health for three years and held legal positions at Barnes & Thornburg, LLP and Beers Mallers, LLP. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Gabriel Wyatt is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Miller Private Wealth and spent time at Ball State University and Richmond High School. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across a range of asset types and integrates financial planning with technology-driven account management tools.

Brad Michels is a CFP® with 21 years of industry experience, currently serving at CX Institutional, LLC since 2022. His prior experience includes roles at Financial Architects Inc and Wealthcare Capital Management Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Timothy Oberley Sr. is a financial advisor with Independent Wealth Network, Inc. in Ft. Wayne, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has previously worked at Lasalle St. Securities, L.L.C. and Ohio National Financial Services. Outside of advisory work, he owns and operates Capital Insurance & Financial Services, LLC, which focuses on life and fixed insurance products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, third-party manager access, and advisory support for held-away accounts, tailoring investment strategies to client goals and risk tolerances.

Joshua Millard is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following three years at Neidiger, Tucker, Bruner Inc. He is also principal of Millard Financial Group, which provides life and health insurance services. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily through model portfolios, unified managed accounts, and separately managed accounts.

Bryan Weisman is a CFP® professional at Fifth Third Securities, Inc. with 11 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020 and previously held roles at Bank of America and Merrill from 2014 to 2020. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Laura Scheppele is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at LPL Financial LLC, Cadaret, Grant & Co., Inc., Lincoln Financial Network, and Ameriprise Financial Services, LLC. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals, risk tolerance, and time horizons.

Curtis Holland is a CFP®-credentialed financial advisor with three years of industry experience. He currently works with TLG Advisors, Inc. in Fort Wayne, IN, and has prior experience at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory work, he mentors and assists in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, offering services through a network of independent advisors and sub-advisors, as well as a direct-to-consumer digital platform called Starlight Portfolios.

Michael Wright is a financial advisor with Valic Financial Advisors in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2012 and also holds a position with Agia. Outside of his advisory work, he owns and operates a flooring sales business in Fort Wayne. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.