John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.

Roger Summers is a financial advisor with Haley & Summers Wealth Management, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with THE O.N. Equity Sales Company since 1992 and operates Summers Financial Services, Inc. since 1984. In addition to his financial advisory work, Summers is also an attorney who assists clients with wills and trusts. Haley & Summers Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary, actively managed portfolios tailored to clients’ risk profiles and life stages, employing fundamental and technical analysis across a range of investment vehicles.

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He holds the Series 65 and Series 63 designations and previously worked in wealth management and investment services roles at Northwestern Mutual. Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, third-party model portfolios, and external managers to tailor portfolios, including options for socially responsible investing.

Adam Beard is a Series 65-licensed advisor at Monarch Capital Management Inc with seven years of experience in the financial industry. He has worked at Monarch since 2019 and previously held roles at SYM Financial Advisors, Parkview Health, and Financial Planning Services. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term ownership of individual stocks and high-quality bonds, using diversification and a laddered bond strategy to manage risk, and manages approximately $476 million across about 166 client relationships.

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 Mohlman is a financial advisor at San Blas Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, LLC and Wells Fargo Clearing. Mohlman is also involved with Fidelity Charitable, assisting clients with the asset allocation of their charitable funds without receiving compensation. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $219 million across about 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with various financial planning services, employing a mix of fundamental, technical, and qualitative analysis in its investment approach.

Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is a financial advisor and principal at Capstone Advisors, LLC, which operates as Luminary Wealth, and has been with the firm since 2002. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm constructs long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically utilizing no-load mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

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.

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Full of Grace Financial, Mr. Salway worked at Northwestern Mutual and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies and offers customizable portfolios, including socially responsible options, alongside discretionary management and written financial plans.

Andrew Lanphear is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at SnapMobile, Inc. and Velodyne LiDAR. 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 and ETF exposure with select active funds, dividend equities, and municipal bonds, and places a formal emphasis on employee and client education in its retirement-plan services.

Robert Rachlow is a financial advisor at Luminary Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at Larson Financial Group, LLC since 2011 and Capstone Advisors, LLC since 2002, where he is also a principal. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm uses written investment policy statements and long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically employing no-load mutual funds, ETFs, and model portfolios.

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.

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.