David Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Dickmeyer-Boyce Financial Management since 2004, following his start at Dickmeyer Financial Management in 2002. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index/ETF exposure with selected active funds, dividend-producing equities, and municipal bonds, and emphasizes employee and client education in its retirement-plan services.

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

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.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is currently a principal and financial advisor at Capstone Advisors, LLC, operating under Luminary Wealth, and has prior experience at Larson Financial Group. Luminary Wealth provides investment management and advisory services to individuals, high-net-worth clients, trusts, qualified retirement plans, small businesses, and institutional clients. The firm constructs long-term, diversified portfolios based on academic investment frameworks and offers financial planning, alternative investment analysis, and participant-directed employee benefit plan consulting.

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.

Andrew Lanphear is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with eight years of industry experience. He holds a Series 65 designation and has prior work experience at SnapMobile, Inc. and Velodyne LiDAR. Dickmeyer Boyce Financial Management is a fee-only firm providing financial planning and wealth management services to individuals, families, trusts, family businesses, charitable organizations, and employer retirement plans. The firm uses a risk-first investment approach with tailored portfolios and emphasizes participant education and outreach in its retirement plan services.

Robert Rachlow is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Luminary Wealth and has held a principal and financial advisor role at Capstone Advisors, LLC since 2002. Luminary Wealth (doing business as Capstone Advisors) provides investment management and advisory services to individuals, high-net-worth clients, trusts, qualified retirement plans, small businesses, and institutional clients. The firm constructs long-term, diversified portfolios using academic frameworks and typically invests in no-load mutual funds and ETFs, including those sponsored by Dimensional Fund Advisors, while also managing participant-directed retirement plans and held-away accounts.

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.

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.

Jacob Schmidt is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Osaic Wealth, Inc. since 2015. Schmidt also operates as an insurance broker, selling insurance products as part of financial plan implementation. Financial Planning Services provides financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies tailored to client goals, with periodic reviews and rebalancing.

Richard Phillips is a CFP® with 27 years of industry experience, currently serving at Phillips Financial. He has been involved with Phillips Financial Services, Inc. since 1981 and has led Phillips Financial Management, LLC and Phillips Benefits Advisors, LLC since 2004. In addition to his advisory roles, he works as an independent insurance agent for various companies. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach using mutual funds, ETFs, and tailored model portfolios, supplemented by sub-advisors and a proprietary Market Index Solution™ program for retirement plans.

Riley Reimschisel is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Phillips Financial Management since 2022 and previously at Vestia Personal Wealth Advisors from 2019 to 2022. In addition to his advisory role, he is also an independent life and health insurance agent for various companies. Phillips Financial Management serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes strategic, broad-asset-class exposure through mutual funds, ETFs, and model portfolios, while also offering automated investment options, access to private investments, and sub-advisory services.

Marisa Meadows is a financial advisor at Phillips Financial with a Series 65 designation and two years of industry experience. She previously worked at Lincoln Financial Distributors for two years and spent five years at University Eye Specialists, Ltd. before joining Phillips Financial in 2021. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs a strategic, index-oriented investment approach using mutual funds and ETFs, tailored model portfolios, and periodic rebalancing, and provides a range of services including financial planning, retirement-plan management, educational seminars, and access to private capital opportunities.

Albert Kohout is a financial advisor at Galecki Financial Management Inc with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Galecki Financial Management since 2003. 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 offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, utilizing diversified, asset-allocation-driven portfolios managed by an internal Investment Committee of CFP® professionals.

Heather Drebenstedt is a financial advisor at Summit Consultants, Inc. in Fort Wayne, Indiana, with 19 years of industry experience. She holds a Series 66 designation and has worked at Summit Consultants since 2007, following a prior role at LPL Financial. Outside of her advisory work, she is involved in a fitness-related business in Fort Wayne and Roanoke, Indiana. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting 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 offers estate planning through an affiliated attorney and specialized pension plan consulting.

Cody Robinson is a CFP® professional with five years of industry experience, currently serving at Financial Planning Services in Fort Wayne, IN. He has worked at Osaic Wealth, Inc. and Financial Planning Services since 2019. Outside of his advisory role, he provides insurance brokerage services, assisting clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm focuses on long-term buy-and-hold investment strategies with tailored asset allocation and ongoing portfolio supervision.

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and F&M Bank. In addition to his advisory role, he is active with FM Investments, where he serves as an associate. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning and portfolio management using evidence-based investment strategies and a combination of discretionary and non-discretionary management solutions.