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.

James Meert is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at American Equity Investment Corporation for ten years and has been involved with The Meert/Zoller Financial Group since 2002. Outside of his advisory roles, Meert serves on the Town Council Board in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and sometimes co-managing accounts with third-party advisers.

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 over 26 years of industry experience. He previously worked at Concorde Asset Management and Concorde Investment Services for seven years before joining Apple Tree. Outside of his advisory role, Layman serves as an elder and finance committee member at Christ's Church at Georgetown and is involved in various nonprofit and business activities, including fundraising for a Uganda-based support initiative and ownership in a local café. Apple Tree Asset Management advises individuals, charities, corporations, and pension plans, providing financial planning, portfolio management, qualified plan consulting, tax preparation, and third-party adviser monitoring. The firm employs asset-allocation strategies through proprietary model portfolios and offers Biblically Responsible Investment screening services, integrating tax services uniquely into its client offerings.

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.

Hannah Grubb is a financial advisor at TradeWell Tax & Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Northwestern Mutual and Fort Wayne Community Schools. Her background also includes roles outside finance, such as in the brewing and food service industries. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, offering additional services in tax preparation and licensed insurance through affiliated outside-business arrangements. The firm employs documented investment policies and uses an Order Management System to manage portfolios with a focus on tax efficiency and active oversight.

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, holding a Series 65 designation with three years of industry experience. His prior work includes roles at AllState Insurance and various service positions before joining Apple Tree Asset Management. Apple Tree Asset Management advises individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, portfolio management, qualified plan consulting, and tax preparation services. The firm uses proprietary model portfolios tailored to client goals and offers Biblically Responsible Investment screening for other advisers.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021 and has been involved with Lifetime Financial Solutions since 2009. Outside of advisory work, he is engaged in tax and retirement planning through Apple Tree Financial Services, Inc. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and may collaborate with third-party advisers while maintaining client relationships.

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 at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked for over three decades at Warsaw Christian School. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and the ability to co-manage accounts alongside third-party advisers.

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.

Joshua Hasselbach is a financial advisor at Tradewell Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at CX Institutional, LLC and USCA Securities LLC, as well as a period as a primary caregiver. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios using fundamental, technical, and cyclical analysis and invests across various asset classes including mutual funds, equities, fixed income, ETFs, real estate funds, and options.

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.

Thomas Stricker is a ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with MariPau Wealth Management LLC and has previously worked at AE Wealth Management, Global Financial Private Capital, and Senior Benefits and Planning LLC, where he has been involved in insurance sales since 2001. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, with offerings that include discretionary portfolio management, consulting, and educational seminars. The firm operates as a fiduciary and employs a network of advisory affiliates, managing portfolios using a range of investment vehicles and maintaining a focus on client objectives and platform integration.