Michael Albertson is a financial advisor at TradeWell Tax & Financial with 19 years of industry experience. He holds a Series 65 designation and has worked at Tradewell Securities, LLC, Secure Asset Management, L.L.C., and USA Financial Securities. Outside of his advisory role, he is president of Indiana Tax Advisory Group, Inc., providing tax advisory and preparation services, and he has a passive ownership interest in a coffee roasting business. TradeWell Tax & Financial advises individual and high-net-worth households through personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships, tax-aware asset management, and serves as an ERISA fiduciary with the capability to act as a Section 3(38) investment manager for plan assets.

Jeffrey Haley is a financial advisor with Haley & Summers Wealth Management, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1998 and Summers Financial Services Inc. since 1997, where he serves as Vice President. Haley & Summers Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm delivers discretionary, actively managed investment services tailored to clients’ risk profiles and life stages, using both fundamental and technical analysis across a range of securities.

Thomas Badders is a financial advisor at TradeWell Tax & Financial with a Series 65 license and three years of industry experience. His background includes service in the United States Air Force from 2014 to 2023 and roles at Tradewell Securities LLC, Secure Asset Management, and Indiana Tax Advisory Group. He is also involved in recommending insurance products to clients. TradeWell Tax & Financial serves individual and high-net-worth households, offering personalized financial planning and discretionary portfolio management. The firm emphasizes tax-aware strategies, documented client relationships, and fiduciary responsibilities, including acting as a Section 3(38) investment manager when appointed.

Wesley Phelps is a financial advisor at TradeWell Tax & Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Prudential and Farm Bureau Marketing Securities LLC. Outside of his advisory role, he is an owner of Liagan Brothers Corporation, where he recommends insurance products. TradeWell Tax & Financial advises individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm combines fundamental, technical, and cyclical analysis to build portfolios and offers tax-aware management of retirement and HSA accounts.

James Meert is a financial advisor at Apple Tree Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Equity Investment Corporation and The Meert/Zoller Financial Group. In addition to his advisory role, he serves as a town council board member in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across around 780 accounts. The firm focuses on customized portfolios through proprietary model portfolios, discretionary management, and regular client reviews.

Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.

Jonah Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at MariPau since 2021, following roles at AE Wealth Management and Global Financial Private Capital. Collier also serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, a business involved in insurance sales and services since 1998. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm integrates advice through a network of affiliates and uses third-party managers and model portfolios, emphasizing technology-driven portfolio oversight and a coordinated approach to client assets.

Daniel Mckeeman is a CFP® at Wealth Advisors Group in Fort Wayne, IN, with several years of industry experience dating back to 2019. His work history includes multiple roles at Wealth Advisors Group as well as a position at Ash Brokerage. Wealth Advisors Group offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a range of investment vehicles and model portfolios, including those supported by BlackRock Fund Advisors’ Aladdin® Platform.

Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.

Benjamin Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Collier is also president of Senior Benefits and Planning, LLC dba Collier Financial, where he manages insurance sales and business operations. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party independent managers and technology platforms to deliver its services and generally requires clients to custody assets at Fidelity.

Keith Layman is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Concorde Asset Management, American Portfolios Advisors, and Questar Asset Management. Outside of advising, he serves on the board of elders and finance committee at Christ's Church at Georgetown and is involved with several nonprofit organizations and small business ventures, including ownership interests in insurance and hospitality businesses. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm provides comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation and customized portfolios with periodic rebalancing. Apple Tree also offers in-house tax preparation services and incorporates Biblically Responsible Investment screening in its advisory activities.

Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.

Kurt Gutman is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Compass Financial Advisors since 2009 and previously worked at Harbour Investments, Inc. and Ausdal Financial Partners, INC. He serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy, offering financial planning, portfolio supervision, and retirement plan advisory services.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, with three years of industry experience. He holds a Series 65 designation and has worked exclusively at Apple Tree since 2022, with prior experience outside the financial industry. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across around 780 accounts. The firm focuses on comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation, tax efficiency, and client preferences.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021. Outside of his advisory role, he is involved with Lifetime Financial Solutions, LLC, which focuses on investment-related services. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm offers comprehensive financial planning and discretionary portfolio management based on proprietary model portfolios, with an investment approach that emphasizes asset allocation, customization, and tax efficiency.

Austin Thoms is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He currently works at Wealth Advisors Group and previously held roles at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he serves as a volunteer deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled "2300 Reasons Why." Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation with periodic rebalancing, using a broad range of investment options, including model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

Douglas Buller is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory role, he worked at Warsaw Christian School for over three decades. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing about $152 million across roughly 780 accounts. The firm offers financial planning, discretionary portfolio management using proprietary model portfolios, qualified plan consulting, and third-party adviser monitoring, with an investment approach focused on asset allocation and customized portfolios.

Michael Mishler is a financial advisor with 29 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 63 designation and previously worked for Sigma Financial Corporation for 20 years. Outside of his advisory role, Mishler serves on the board of Junior Achievement of Northern Indiana, a nonprofit focused on education. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including options and margin trading, and emphasizes ongoing account monitoring and customized investment policy statements.

Alan Rohrer is a financial advisor at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Advisors Group, he worked at Salesforce, Cisco, Socio, Lessonly, Accent CPA Group, Peters, Browning and Co., and RSM. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a broad array of investment options and model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

Mathew Ramey is a financial advisor at Christy Capital Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. He has worked at Christy Capital Management since 2018 and was previously employed by Navicent Health from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm utilizes a client profile and risk-tolerance questionnaire to tailor recommendations and employs a subadvisor program, with EverSource Wealth Advisors managing model portfolios and day-to-day trading oversight.