Thomas Stricker is a ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with MariPau Wealth Management LLC and has previously worked at AE Wealth Management, Global Financial Private Capital, and Senior Benefits and Planning LLC, where he has been involved in insurance sales since 2001. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, with offerings that include discretionary portfolio management, consulting, and educational seminars. The firm operates as a fiduciary and employs a network of advisory affiliates, managing portfolios using a range of investment vehicles and maintaining a focus on client objectives and platform integration.

Marshal Johnson is a CFP® professional with 19 years of industry experience. He has been with Howard Bailey Financial since 2013 and previously worked at The Mutual Fund Store and TMFS-Fort Wayne, LLC. In addition to his advisory role, Johnson owns an insurance agency focused on life insurance. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, offering discretionary portfolio management and periodic client reviews.

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.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Howard Bailey Securities since 2019, following prior roles at Ash Brokerage Corporation and MerCap Securities, LLC. Howard Bailey Securities is an SEC-registered investment adviser offering asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, nonprofits, corporations, small businesses, and churches. The firm employs a combination of fundamental and technical analysis along with Modern Portfolio Theory, providing discretionary portfolio management, periodic rebalancing, and annual client reviews.

Jason Pruitt is a financial advisor with Howard Bailey Securities, LLC, holding 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, small businesses, and churches. The firm employs a combined fundamental and technical analysis approach along with Modern Portfolio Theory to manage discretionary portfolios with regular reviews and rebalancing.

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.

Michael Mohlman is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at several firms, including LPL Financial, LLC, Wells Fargo Clearing, and FIFTH THIRD SECURITIES, Inc. Since 2017, he has been involved with Mohlman Wealth Management and assists clients with asset allocation for charitable funds at Fidelity Charitable on a non-compensated basis. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice and employs a mix of fundamental, technical, and qualitative analysis in portfolio management.

Reed Diller is a financial advisor at Atlas Capital Management Corp with four years of industry experience. He holds the Series 65 designation and previously worked at Chase Bank and several companies outside the financial sector. 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 across a range of strategies, and serves a large retail client base through a team of five advisors.

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 financial advisor at Atlas Capital Management Corp in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 27 years of industry experience. He has worked at Cantella & CO., Inc. for nine years before joining Atlas Capital in 1994. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses, managing approximately $870 million in assets. The firm employs a model-driven, actively managed approach with proprietary trade signals and a range of strategies that include equities, fixed income, and sector-focused vehicles, serving a large retail client base through a team of five advisors.

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 CFP®-designated financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, bringing 10 years of industry experience. He has been with Howard Bailey since 2016. In addition to his advisory role, he is a licensed insurance agent engaged in life insurance sales. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and client reviews.

Isaac Berg is a ChFC® and Series 65-registered advisor at Howard Bailey Securities, LLC with four years of industry experience. His prior roles include positions at Ash Brokerage and Lincoln Financial Group, as well as work outside of finance at Sherwin Williams and the City of Fort Wayne. Howard Bailey Securities provides asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside Modern Portfolio Theory, offering discretionary portfolio management with regular client reviews and access to third-party custodians and sub-advisers.

Grant Welter is a financial advisor at Howard Bailey Securities, LLC with the ChFC® designation and two years of industry experience. He previously held roles at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. His wife operates a professional custom framing business, where he is listed as a governing person but has no operational involvement. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm employs a combination of fundamental and technical analysis along with Modern Portfolio Theory in its discretionary portfolio management approach.

Ryan Hoch is a CFP® professional with 14 years of industry experience, affiliated with Invst, LLC in Fort Wayne, IN. His work history includes roles at Jarred Bunch Consulting, LLC, Primerica Advisors, and Guardian Life Insurance Company. He also operates Hoch Insurance Agency, Inc., where he serves as a commercial account executive specializing in employee benefits. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and integrates insurance brokerage services alongside its wealth management offerings.

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, Indiana, holding the Series 65 designation. He has three years of industry experience and has previously worked with W Mallard Marketing, One Resource Group, and held teaching roles at the University of Saint Francis, Indiana University East, and Carroll High School. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory in its discretionary portfolio management and offers access to third-party money managers and estate-planning platforms.