Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.

James Keenan is a financial advisor at Walter & Keenan Wealth Management with 26 years of industry experience. He previously worked at Walter & Keenan Financial Consulting Company for 36 years before joining the current firm in 2021. Mr. Keenan serves on the University of Notre Dame’s Graduate Studies and Research Advisory Council, where he advises on strategic priorities for the graduate school and research enterprise. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and several endowments and private foundations. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also incorporating alternatives for clients with longer time horizons and higher risk tolerance.

Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.

Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Joseph Catanzarite is a CFP® with 22 years of industry experience. He has been with Harbour Investments, Inc. since 2012 and previously worked at Lincoln Investment and Capital Analysts Inc. He also operates an independent insurance agency focused on equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing varied investment approaches tailored by individual advisers and approved third-party managers.

Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Derek Middleton is a financial advisor with Kovack Advisors, Inc. in Buchanan, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2011, following prior roles at VOYA Financial Advisors and Ameriprise. Middleton operates a DBA, Middleton Financial, through which he provides financial planning and investment advice. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment approach supported by Envestnet and a combination of internal and third-party management solutions.

Benjamin Chambers is a CFP® with seven years of experience, currently affiliated with Korhorn Financial Group. He has worked at KFG Wealth Management LLC and Korhorn Financial Group Inc since 2019. Prior to his advisory career, Chambers worked at Kabelin Ace Hardware and Spring Arbor University. In addition to his advisory role, he also prepares tax returns during the tax season. Korhorn Financial Group provides discretionary investment management and financial planning to individuals—including high-net-worth clients—as well as retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, while offering client access to planning platforms and ongoing monitoring.

Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.

Joshua Fritzke is a CFP® designated financial advisor at Korhorn Financial Group with five years of industry experience. He has worked at Silver Oak Securities and KFG Wealth Management LLC since 2021. In addition to his advisory role, he works as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management with various funds and strategies, offering ongoing portfolio monitoring and access to financial planning technology.

Jared Miller is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Korhorn Financial Group and KFG Wealth Management LLC, having held roles at several firms including Avantax Advisory Services and Loucks Wealth Management. Outside of financial advising, he works as a licensed real estate agent involved in real estate transactions and market analysis. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses model-based portfolio management with mutual funds, ETFs, and select strategies, supported by ongoing monitoring and access to advanced planning platforms.

Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with four years of industry experience. She holds a Series 65 designation and has previously worked in education at Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, supported by ongoing monitoring and access to eMoney planning tools.

Benjamin Bulgrien is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and three years of industry experience. Prior to joining Korhorn, he worked at J2 Marketing and Jordan Automotive Group, and has experience with Bethel University and Grabil Missionary Church. He is also an insurance agent at KFG Insurance Agency, affiliated with his current firm. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management primarily through mutual funds, ETFs, independent managers, and select strategies, and offers tools such as eMoney planning and regular portfolio rebalancing.

Kirk Loerwald is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SAX Wealth Advisors, LLC. His prior experience includes roles at Key Private Bank and First Command Advisory Services. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by specialized fixed-income strategies and alternative investment advisement.

Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.

James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.