Nikole Middleton is a financial advisor at Vestia Personal Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Lebamoff Law Offices. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach and incorporates a mix of discretionary management, third-party sub-advisors, and technology-enabled solutions.

Christopher Spoltman is a CFP® with over 22 years of industry experience. He has been associated with Summit Consultants, Inc. since 1989 and has worked at LPL Financial since 2004. In addition to his advisory work, Spoltman is a notary for the state of Indiana, providing services for clients without charge. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting services for individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and is notable for its direct affiliation with an attorney offering estate planning and a dedicated pension/profit-sharing plan consulting practice.

Stephen Spoltman is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been associated with LPL Financial since 1995 and also works with Summit Consultants, Inc. since 2007. Outside of his advisory work, he serves as a notary for the state of Indiana without charging clients a fee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.

Bradlee Quick is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 license and seven years of industry experience. Prior to joining Vestia in 2019, he spent ten years at Zimmer Biomet. Outside of his advisory role, he is involved as a managing member and consultant in multiple investment and entrepreneurial ventures, including overseeing special purpose investment vehicles and consulting on mergers and acquisitions in the medtech sector. He also serves on the board of a nonprofit support group for relatives of addicts and volunteers for a Christian leadership ministry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative and private investments through its Vestia Private Capital platform.

Benjamin Vandenberghe is a financial advisor with Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation and two years of industry experience. His work history includes roles at Schmidt, Jacob Aaron and Osaic Wealth, Inc., and prior experience in education and the hospitality industry. He also operates as an insurance broker, providing life, long-term care, and disability insurance quotes and assisting clients with policy applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and focuses on long-term buy-and-hold investment strategies with asset allocation tailored to client goals, providing ongoing supervision and periodic portfolio rebalancing.

Noah Buehner is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance and Scotttrade. Noah also provides support as a registered assistant and paraplanner for Financial Planning Services. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to various investment vehicles and custodial platforms.

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.

Thomas Elyea is a financial advisor with Summit Consultants, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Summit Consultants since 1998 and with LPL Financial since 2003. Elyea also has experience selling fixed annuities and various types of insurance. Summit Consultants, Inc. provides financial planning, retirement-plan design, and advisory services for individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and maintains a distinct affiliation with an attorney for estate planning services alongside a pension and profit-sharing consulting practice.

Abhi Jinwala is a financial advisor at Phillips Financial with four years of industry experience. He holds a Series 65 credential and has worked previously at CX Institutional, 3Rivers FCU, Hobby Lobby, and Purdue Fort Wayne. Phillips Financial Management serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers comprehensive financial planning, investment management, retirement plan services, and access to private and alternative investments, using a strategic, broad-asset-class approach focused on mutual funds, ETFs, and model portfolios.

Ben Langel is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Phillips Financial since 2012. He is also licensed as a life and health insurance agent. Phillips Financial Management, LLC is a multi-team advisory managing approximately $2.21 billion for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach with tailored model portfolios and offers a range of financial planning and retirement services.

Marshal Johnson is a CFP® with 19 years of industry experience, currently serving as an advisor at Howard Bailey Securities, LLC. He has been with Howard Bailey Financial since 2013. In addition to his advisory role, Johnson owns and operates an insurance agency focused on life insurance. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, emphasizing retirement planning, portfolio construction, and ongoing monitoring and rebalancing.

Erik Tom is a CFP® professional with 11 years of industry experience, currently serving at Summit Consultants, Inc. since 2018. His prior roles include positions at JPMORGAN Chase Bank and Jp Morgan Securities LLC from 2015 to 2018. He is also a commissioned Notary and holds a Series 63 license. Summit Consultants, Inc. provides financial planning, retirement-plan design and consulting, and related advisory services to individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and is noted for its affiliation with an attorney offering estate planning services and a dedicated pension/profit-sharing plan consulting practice.

Kelsey Dagle is a financial advisor at Howard Bailey Securities, LLC with three years of industry experience. She holds a Series 65 credential and has worked in the financial sector since 2012, including nine years at Ash Brokerage before joining Howard Bailey Securities. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Howard Bailey Securities since 2019 and previously held positions at Ash Brokerage Corporation and MerCap Securities, LLC. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory with a focus on retirement planning, portfolio construction, and ongoing monitoring and rebalancing.

Lindsey Hanson is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Ausdal Financial Partners, Merrill, and Larson Financial Group. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm uses an evidence-based investment approach incorporating in-house management, third-party sub-advisors, and technology-enabled solutions, along with access to alternative and private investments through its Vestia Private Capital platform.

Jason Pruitt is a financial advisor at Howard Bailey Securities, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Howard Bailey Financial, Smokercraft, Garrett State Bank, Purdue University Fort Wayne, and Fashion Farm Restaurant. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and access to third-party money managers, employing an investment process that incorporates Fundamental and Technical analysis alongside Modern Portfolio Theory.

Colin Snyder is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, Ruoff Mortgage Company, and Joseph Decuis. Outside of advising, he is involved in cryptocurrency mining through a virtual mining operation called PI COIN. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach utilizing a range of management strategies and offers access to alternative investments and educational workshops.

Thomas Martin is a CFP® with 23 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Fort Wayne, IN. His prior roles include positions at The Tebow Group and Mammoth Investors, LLC. Outside of advisory work, he holds board roles with organizations addressing behavioral science, medical appliances, and anti-human trafficking efforts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach combining discretionary management, third-party sub-advisors, and technology-enabled solutions, and includes affiliated entities providing insurance and brokerage services.

Luke Walters is a financial advisor at Vestia Personal Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SageSpring Wealth Partners and Purdue University among other roles. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach, utilizing a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, and manages approximately $1.06 billion for nearly 4,000 clients through a multi-entity structure.