Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.

James Keenan is a financial advisor at Walter & Keenan Wealth Management with 26 years of industry experience. He previously worked at Walter & Keenan Financial Consulting Company for 36 years before joining the current firm in 2021. Mr. Keenan serves on the University of Notre Dame’s Graduate Studies and Research Advisory Council, where he advises on strategic priorities for the graduate school and research enterprise. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and several endowments and private foundations. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also incorporating alternatives for clients with longer time horizons and higher risk tolerance.

Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.

Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. 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’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.

Joseph Catanzarite is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at Harbour Investments, Inc. since 2012. He has also been associated with Lincoln Investment and Capital Analysts Inc. during his career. Outside of his advisory role, he operates an independent insurance agency and is a member of Catanzariti, LLC, which owns office real estate. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities.

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Benjamin Chambers is a CFP® with six years of industry experience, currently serving as an advisor at Korhorn Financial Group. Prior to joining Korhorn, he worked at KFG Wealth Management LLC and has experience as a tax preparer at KFG Tax & Business Services. Chambers also worked at Kabelin Ace Hardware and Spring Arbor University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and independent managers, and offers additional services including retirement plan consulting and access to the eMoney planning platform.

Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.

Joshua Fritzke is a CFP® certificant with five years of industry experience, currently serving as an advisor at Korhorn Financial Group. His prior experience includes roles at Silver Oak Securities and KFG Wealth Management LLC. In addition to his advisory duties, he works as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm uses model-based portfolio management with mutual funds, ETFs, and select strategies, and offers client access to the eMoney planning platform along with ongoing portfolio monitoring and rebalancing.

Jared Miller is a CFP® with 12 years of industry experience, currently serving at Korhorn Financial Group. His career includes roles at Avantax Investment Services, Loucks Wealth Management, and Harbour Investments, among others. Outside of financial advising, he is an independent licensed real estate agent and a member of Riverdale Holdings LLC, which manages rental properties. Korhorn Financial Group offers 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, and select strategies, alongside financial planning and consulting services.

Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with four years of industry experience. She holds a Series 65 designation and has previously worked in education at Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, supported by ongoing monitoring and access to eMoney planning tools.

Benjamin Bulgrien is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and three years of industry experience. Prior to joining Korhorn, he worked at J2 Marketing and Jordan Automotive Group, and has experience with Bethel University and Grabil Missionary Church. He is also an insurance agent at KFG Insurance Agency, affiliated with his current firm. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management primarily through mutual funds, ETFs, independent managers, and select strategies, and offers tools such as eMoney planning and regular portfolio rebalancing.

Kirk Loerwald is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SAX Wealth Advisors, LLC. His prior experience includes roles at Key Private Bank and First Command Advisory Services. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by specialized fixed-income strategies and alternative investment advisement.

Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). 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’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.

James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. 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 primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.

Anthony Navarro is a financial advisor with Korhorn Financial Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Nomadic Wealth LLC and Nomadic Insurance, LLC, where he held roles related to financial planning and insurance. Navarro also has experience outside finance, including work with HR Block and roles in other industries. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management with mutual funds, ETFs, and select alternative strategies, and supports client access to the eMoney planning platform and ongoing portfolio monitoring.

Lindsey Taylor is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, Lindsey held various positions including roles at Sufficient Grounds and First Glass Window Cleaning, as well as several student engagements. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm utilizes asset allocation models and model-based portfolio management with mutual funds, ETFs, and select strategies, supporting ongoing monitoring, rebalancing, and offering clients access to the eMoney planning platform.

Caden Goggins is a CFP® and holds a Series 65 license, currently with Korhorn Financial Group in Granger, Indiana. He has two years of industry experience and previously worked at KFG Wealth Management, LLC and Hillsdale College in various roles. Outside of his advisory work, he has experience with event management through Merry Me Events. 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 model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing monitoring and financial planning through the eMoney platform.