Marshal Johnson is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, Indiana. He holds the CFP® designation and has 18 years of industry experience. Johnson has been with Howard Bailey Financial since 2013 and also owns an insurance agency focused on life insurance. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and various organizations. The firm employs fundamental and technical analysis alongside Modern Portfolio Theory, emphasizing retirement planning, portfolio construction, and regular monitoring and rebalancing.

John Hill is a financial advisor at Advisory Advocates LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Luminist Capital, Wealth Watch Advisors, and Life Financial Wealth Management, where he remains owner and president. In addition to his advisory role, he offers life and health insurance and annuity products through Life Financial Wealth Management. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.

Kelsey Dagle is a financial advisor at Howard Bailey Securities, LLC with three years of industry experience. She holds a Series 65 credential and has worked in the financial sector since 2012, including nine years at Ash Brokerage before joining Howard Bailey Securities. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Howard Bailey Securities since 2019 and previously held positions at Ash Brokerage Corporation and MerCap Securities, LLC. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory with a focus on retirement planning, portfolio construction, and ongoing monitoring and rebalancing.

Michael Albertson is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, with 18 years of industry experience. He holds a Series 65 designation and has worked at Tradewell Securities, Secure Asset Management, and USA Financial Securities. In addition to his advisory role, he is president of Indiana Tax Advisory Group, a tax-related business, and owns TradeWell Tax & Financial, which provides tax advisory and preparation services. He is also a passive investor in a coffee roasting business and a shareholder in a coffee wholesale distributor. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, as well as ERISA plan investment management. The firm integrates advisory services with tax-preparation support and licensed insurance activities through affiliated outside-business arrangements.

Jason Pruitt is a financial advisor at Howard Bailey Securities, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Howard Bailey Financial, Smokercraft, Garrett State Bank, Purdue University Fort Wayne, and Fashion Farm Restaurant. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and access to third-party money managers, employing an investment process that incorporates Fundamental and Technical analysis alongside Modern Portfolio Theory.

Mark Vanderhagen is a CFP® with 38 years of industry experience, currently serving at Wealth Advisors Group in Fort Wayne, IN. His prior experience includes roles at LPL Financial LLC from 1993 to 2017 and Purshe Kaplan Sterling Investments, Inc. from 2017 to 2018. Vanderhagen holds board and leadership positions outside of his advisory work, including serving as treasurer for the Legatus International Fort Wayne Chapter and as a board member of the Watersong Office Park Association. Wealth Advisors Group provides financial planning, discretionary and non-discretionary 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, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews supported by BlackRock’s Aladdin® platform.

Reed Diller is a financial advisor at Atlas Capital Management Corp with a Series 65 designation and three years of industry experience. He has worked at Atlas Capital since 2022, with prior roles at Chase Bank, Evolve Nutrition, Miller Scales and Food Machines, and Salsa Grille. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs a model-driven, actively managed approach using proprietary trade signals and daily pricing data, serving a large retail client base with approximately $870 million in assets under management.

Tyler Smith is a CFP® professional with one year of experience at Wealth Advisors Group. His prior positions include roles at Creative Liquid Coatings, Beckman Lawson, and Indiana University Robert H. McKinney School of Law. Wealth Advisors Group provides 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 tactical asset allocation and a broad range of investment opportunities, utilizing both internal and third-party model portfolios.

Christopher Swanson is a financial advisor at Compass Financial Advisors LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Compass since 2012, with prior roles at Harbour Investments, Inc. and Ausdal Financial Partners, INC. In addition to his advisory work, he is president of Simple Auto Simple Credit, a used car credit business. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach, offering services including financial planning, portfolio supervision, and retirement plan advisory work.

Jerry Jacobs is a CFP® professional with 27 years of industry experience. He has worked at Cantella & CO., Inc. since 2003 and has been associated with Atlas Capital Management Corp since 1994. Jacobs holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. Atlas Capital Management Corp. provides discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and various named strategies, managing over 3,200 discretionary accounts with a small advisory team.

Laura Morton is a financial advisor at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Kestra Advisory Services, CX Institutional, and New York Life Insurance Company. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting to a range of clients including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation with a broad range of investment options and incorporates model portfolios supported by BlackRock’s Aladdin® Platform.

James Weber is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Ameriprise and J.P. Morgan Securities LLC. Outside of advising, he volunteers as a mentor with SCORE Association, serves on the board of the Wells County Otters Swim Club, and holds a board position with the local chapter of Junior Achievement. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation with a long-term buy-and-hold investment approach while providing retirement plan advisory services and managing plan participant accounts through a third-party platform.

Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.

Robert Mccoy is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 10 years of industry experience, all with Howard Bailey. He is also a licensed insurance agent involved in life insurance sales. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory to guide retirement planning, portfolio construction, and ongoing portfolio monitoring.

Isaac Berg is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding the ChFC® designation and Series 65 license. He has four years of industry experience, including roles at Howard Bailey Financial, Ash Brokerage, and Lincoln Financial Group, and prior employment at Sherwin Williams and the City of Fort Wayne. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and access to third-party money managers, employing a process that integrates Fundamental and Technical analysis with Modern Portfolio Theory.

Grant Welter is a financial advisor at Howard Bailey Securities, LLC, holding the ChFC® designation and Series 65 license, with two years of industry experience. Prior to joining Howard Bailey Securities, he worked at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs a combined Fundamental and Technical analysis approach alongside Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Erin Mutton is a Series 66-licensed advisor with 17 years of industry experience, currently with Pathway Financial Advisers, LLC since 2023. Prior to this, she worked at Larson Financial Securities, LLC and Larson Financial Group from 2016 to 2023. She also serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers is a team-structured registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $524 million across 815 client relationships.

Alec Sanderson is a financial advisor at Howard Bailey Securities, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been working in the financial services industry since 2023. His prior experience includes roles in marketing and education. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, corporations, and small businesses. The firm offers discretionary asset management, financial planning, and consulting services using a blend of Fundamental and Technical analysis alongside Modern Portfolio Theory.

David Tracey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathway Financial Advisers, LLC. He previously worked at Primevest Financial and STAR Financial Bank. Outside of advising, he manages a real estate property that houses Pathway Financial Advisers and an accounting firm, dedicating a modest amount of time to this activity without compensation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and qualified/non-qualified plan consulting. The firm employs both fundamental and technical analysis in its investment approach and manages approximately $443 million across 759 client relationships.