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Mitchell P

CFP®, Series 66

Mishawaka, IN

Thurston Springer Advisors

Mitchell Patzer is a CFP® professional with eight years of industry experience, currently affiliated with Thurston Springer Advisors in Mishawaka, IN. His prior experience includes roles at Wells Fargo Advisors, Victory Capital Advisers, Oppenheimer Funds, and Bradley Company. He holds the Series 66 designation. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active approaches, supported by fundamental and technical analysis.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Eric W

CFP®, Series 65

Granger, IN

Korhorn Financial Group

Eric Wood is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Korhorn Financial Group, he held various roles including positions at KFG Wealth Management, Robinhood Markets, and Nelson Financial Planning. Outside of his advisory work, he provides real estate accounting consulting through Hoosier One Holdings, LLC. 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 emphasizes asset-allocation models using mutual funds, ETFs, independent managers, and private funds, supported by platforms such as SEI Asset Management and eMoney for client reporting.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Madylin B

Series 66

Mishawaka, IN

Thurston Springer Advisors

Madylin Bauer is an advisor at Thurston Springer Advisors with a Series 66 designation and two years of professional experience, including a role at The Patzer Group Wealth Management. Her prior work includes positions in retail and education sectors. 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 and portfolio management with a variety of investment approaches, including both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Kevin K

CFP®, ChFC®, Series 63, Series 65

Granger, IN

Korhorn Financial Group

Kevin Korhorn is a CFP® and ChFC® with 32 years of experience in financial advisory services. He is the owner and president of Korhorn Financial Group, where he has worked since 2002, and has prior experience with Silver Oak Securities and KFG Wealth Management. Korhorn serves on the board of Africans Reaching Africa, a nonprofit organization focused on strategic planning. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and offers services including retirement plan consulting and tax and insurance services through affiliated companies.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Zachary B

CFP®, Series 65

Granger, IN

Korhorn Financial Group

Zachary Broadwick is a CFP® professional with seven years of industry experience, currently with Korhorn Financial Group. He has been associated with the firm and its affiliated entities since 2017. Outside of advisory work, he also prepares tax returns at KFG Tax & Business Services. 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 using mutual funds, ETFs, independent managers, and private funds, and offers services including SEI Asset Management accounts and consolidated reporting through the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Benjamin D

CFP®, ChFC®, Series 63, Series 65

Granger, IN

Korhorn Financial Group

Benjamin De Bock is a CFP® and ChFC® with nine years of experience in financial advising. He has been with Korhorn Financial Group since 2017, also working at KFG Wealth Management and Silver Oak Securities during his career. Outside of advising, he serves as Donor Services Chair for Young Life Michiana, a Christian youth outreach organization. Korhorn Financial Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes asset allocation using mutual funds, ETFs, and customized strategies, and offers services including ERISA plan consulting and integrated tax and insurance support.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brock B

Series 65

Granger, IN

Korhorn Financial Group

Brock Bontrager is a Series 65-licensed financial advisor with Korhorn Financial Group in Granger, IN. He has been with the firm and its affiliated entity KFG Wealth Management since 2025. His prior work experience includes positions in the food service industry and at Purdue University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select alternative strategies, and offers additional services including retirement plan consulting and financial planning through the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joshua G

CFP®, ChFC®, Series 66

Granger, IN

Korhorn Financial Group

Joshua Gregory is a CFP® and ChFC® with 25 years of industry experience. He has worked at Korhorn Financial Group since 2002 and at KFG Wealth Management, LLC since 2007. Gregory serves as a board member and chairman of the alumni board at Bethel College, where he helps plan alumni events and represents the alumni association on the school's Board of Trustees. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, with ongoing monitoring and access to financial planning technology.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Peter F

CFP®, Series 66

Mishawaka, IN

Choreo, LLC

Peter Freddoso is a CFP® with nine years of industry experience. He is currently with Choreo, LLC and has previously worked at RSM US Wealth Management LLC and Fidelity Brokerage Services LLC. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm’s investment process emphasizes strategic asset allocation and uses quantitative screening and due diligence to select approved managers and model portfolios.

Retirement income strategy Founder/Business Owner Retired Executive
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Michael N

CFP®, Series 63

Mishawaka, IN

Choreo, LLC

Michael Nicolini is a CFP® professional with 24 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent 21 years with RSM US Wealth Management LLC. Nicolini holds a Series 63 license and is based in Mishawaka, Indiana. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
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Michael H

Series 65

Granger, IN

Korhorn Financial Group

Michael Hostetler is a Series 65 licensed advisor at Korhorn Financial Group with one year of industry experience. Prior to joining Korhorn, he held roles at Instacart, Cable Bullet, Warsaw Community Schools, and Grace College. Outside of his advisory work, he maintains part-time employment as a shopper for Instacart. 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, employing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Edward P

Series 63

Mishawaka, IN

Thurston Springer Advisors

Edward Patzer is a financial advisor with Thurston Springer Advisors, holding a Series 63 credential and 46 years of industry experience. His prior work includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also the owner of The Patzer Group Wealth Management, an independent business based in Mishawaka, Indiana. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs both fundamental and technical investment analysis and supports discretionary management through various firm programs.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Larry D

ChFC®, Series 63

South Bend, IN

United Advisor Group

Larry Dietz is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with United Advisor Group and has held prior roles at LPL Financial, Cambridge Investment Research Advisors, and Valmark Securities, among others. In addition to his advisory work, he owns and operates an insurance agency and serves as a notary in South Bend, IN. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios and custom-traded accounts tailored to client needs.

Annuities
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Andrew M

Series 65

Granger, IN

Korhorn Financial Group

Andrew Mazelin is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Cedarville University, Environment Control, and in the food service industry. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering 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, serving a diverse client base including high-net-worth individuals.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jason M

Series 66

Granger, IN

Korhorn Financial Group

Jason Matthews is a financial advisor at Korhorn Financial Group with 12 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities, KFG Wealth Management, LLC, and Korhorn Financial Group. Outside of his advisory role, he is the CEO and founder of Gashawk Inc., a company focused on the recreational vehicle industry. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brandon S

CFP®, Series 63, Series 65

Granger, IN

Korhorn Financial Group

Brandon Stoller is a CFP® professional at Korhorn Financial Group with seven years of industry experience. His work history includes roles at JPMorgan Chase Bank and Wayfinder Financial LLC prior to joining Korhorn Financial Group and KFG Wealth Management. He also serves as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients, utilizing model-based portfolio management with mutual funds, ETFs, and select strategies alongside client access to financial planning technology.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Elijah T

CFP®, Series 65

Granger, IN

Korhorn Financial Group

Elijah Thomas is a CFP® with three years of industry experience, currently serving as an advisor at Korhorn Financial Group. He also holds a position as Assistant Hall Director at Holy Cross College. Elijah's prior roles include positions at enFocus Inc. and Aldi, among others. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations through 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 ERISA plan sponsorship, independent manager allocations, and consolidated client reporting via the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Richard R

Series 63, Series 65

New Carlisle, IN

CreativeOne Securities, LLC

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Client One Securities since 2014 and serves clients from New Carlisle, Indiana. Outside of his advisory role, he acts as co-executor and co-trustee for a special needs trust related to his family estate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, employing fundamental and cyclical security analysis, model asset allocations via its proprietary CreativeOne Wealth platform, and access to third-party managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Anthony C

Series 63, Series 65

South Bend, IN

Harbour Investments, Inc.

Anthony Catanzarite is a financial advisor with Harbour Investments, Inc. in South Bend, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Harbour Investments since 2012. Outside of his advisory role, he serves as director of the fundraising committee for the Knights in Need charity at Marian High School and acts as campaign chair for Holy Family Catholic Parish. Harbour Investments provides investment advisory and financial planning services to a broad client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Tawny F

Series 63, Series 66

Mishawaka, IN

Creative Financial Designs, Inc.

Tawny Flynn is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at firms including Camp Wealth Management and Advanced Estate Planning Services, Inc. Outside of her advisory role, she works as a server at the Cheesecake Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and retirement plans through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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