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Kevin C

CFP®

Fort Wayne, IN

Galecki Financial Management Inc

Kevin Chandler is a CFP® professional with 11 years of experience in financial advising. He has been with Galecki Financial Management Inc since 2014. 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, using a diversified, asset-allocation-driven investment approach supported by an internal Investment Committee.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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Robert M

Series 63, Series 65

Fort Wayne, IN

Financial Planning Services

Robert Macke is an investment advisor representative at Financial Planning Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Inc., Sigma Financial Corporation, and Spc. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance products. Financial Planning Services provides financial planning and investment advisory services to individuals and families, including both non‑high-net-worth and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and employs a long-term buy-and-hold investment approach with asset allocation tailored to client goals.

Cash flow / budgeting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Nikole M

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Nikole Middleton is a financial advisor at Vestia Personal Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Lebamoff Law Offices. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach and incorporates a mix of discretionary management, third-party sub-advisors, and technology-enabled solutions.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Christopher S

CFP®, Series 66

Fort Wayne, IN

Summit Consultants, Inc.

Christopher Spoltman is a CFP® with over 22 years of industry experience. He has been associated with Summit Consultants, Inc. since 1989 and has worked at LPL Financial since 2004. In addition to his advisory work, Spoltman is a notary for the state of Indiana, providing services for clients without charge. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting services for individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and is notable for its direct affiliation with an attorney offering estate planning and a dedicated pension/profit-sharing plan consulting practice.

General estate planning guidance Life insurance needs analysis Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stephen S

ChFC®, Series 63

Fort Wayne, IN

Summit Consultants, Inc.

Stephen Spoltman is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been associated with LPL Financial since 1995 and also works with Summit Consultants, Inc. since 2007. Outside of his advisory work, he serves as a notary for the state of Indiana without charging clients a fee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.

General estate planning guidance Life insurance needs analysis Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Bradlee Q

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Bradlee Quick is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 license and seven years of industry experience. Prior to joining Vestia in 2019, he spent ten years at Zimmer Biomet. Outside of his advisory role, he is involved as a managing member and consultant in multiple investment and entrepreneurial ventures, including overseeing special purpose investment vehicles and consulting on mergers and acquisitions in the medtech sector. He also serves on the board of a nonprofit support group for relatives of addicts and volunteers for a Christian leadership ministry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Benjamin V

Series 66

Fort Wayne, IN

Financial Planning Services

Benjamin Vandenberghe is a financial advisor with Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation and two years of industry experience. His work history includes roles at Schmidt, Jacob Aaron and Osaic Wealth, Inc., and prior experience in education and the hospitality industry. He also operates as an insurance broker, providing life, long-term care, and disability insurance quotes and assisting clients with policy applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and focuses on long-term buy-and-hold investment strategies with asset allocation tailored to client goals, providing ongoing supervision and periodic portfolio rebalancing.

Cash flow / budgeting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Benjamin C

Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Benjamin 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 previously at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Collier is also president of Senior Benefits and Planning, LLC dba Collier Financial, where he manages insurance sales and business operations. 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 utilizes third-party independent managers and technology platforms to deliver its services and generally requires clients to custody assets at Fidelity.

Annuities
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Noah B

Series 66

Fort Wayne, IN

Financial Planning Services

Noah Buehner is a financial advisor at Financial Planning Services in Fort Wayne, IN, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Royal Alliance, Scotttrade, and Edward Jones. In addition to advising, he provides support as a registered assistant and paraplanner within his firm. Financial Planning Services offers financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm uses a long-term buy-and-hold investment approach with strategic asset allocation and provides ongoing portfolio supervision through a wealth management platform utilizing Pershing.

Cash flow / budgeting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Keith L

Series 66

Fort Wayne, IN

Apple Tree Asset Management, LLC

Keith Layman is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Concorde Asset Management, American Portfolios Advisors, and Questar Asset Management. Outside of advising, he serves on the board of elders and finance committee at Christ's Church at Georgetown and is involved with several nonprofit organizations and small business ventures, including ownership interests in insurance and hospitality businesses. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm provides comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation and customized portfolios with periodic rebalancing. Apple Tree also offers in-house tax preparation services and incorporates Biblically Responsible Investment screening in its advisory activities.

General retirement planning
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Andrew Y

CFP®, Series 66

Fort Wayne, IN

Galecki Financial Management Inc

Andrew Young is a CFP® and Series 66 professional with 14 years of industry experience. He has been with Galecki Financial Management Inc since 2013. 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 employs an internal Investment Committee of CFP® professionals to manage diversified, asset-allocation-driven portfolios and offers comprehensive, cash-flow-based financial planning along with specialized one-time engagements such as Initial and Divorce Financial Overviews.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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Nicolas C

Series 65

Fort Wayne, IN

Apple Tree Asset Management, LLC

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, with three years of industry experience. He holds a Series 65 designation and has worked exclusively at Apple Tree since 2022, with prior experience outside the financial industry. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across around 780 accounts. The firm focuses on comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation, tax efficiency, and client preferences.

General retirement planning
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Joseph W

Series 66

Fort Wayne, IN

Apple Tree Asset Management, LLC

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021. Outside of his advisory role, he is involved with Lifetime Financial Solutions, LLC, which focuses on investment-related services. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm offers comprehensive financial planning and discretionary portfolio management based on proprietary model portfolios, with an investment approach that emphasizes asset allocation, customization, and tax efficiency.

General retirement planning
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Michael M

CFP®, Series 63, Series 66

Fort Wayne, IN

Galecki Financial Management Inc

Michael Mcardle is a CFP® professional with 23 years of industry experience, currently serving at Galecki Financial Management Inc since 2007. He holds Series 63 and Series 66 licenses and works from Fort Wayne, IN as part of a six-advisor team. Galecki Financial Management is a fee-only advisory firm that provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements such as Initial Financial Overviews and Divorce Financial Overviews. The firm serves moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations, employing an internal Investment Committee to implement diversified, asset-allocation-driven portfolios.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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Douglas B

Series 65

Fort Wayne, IN

Apple Tree Asset Management, LLC

Douglas Buller is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory role, he worked at Warsaw Christian School for over three decades. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing about $152 million across roughly 780 accounts. The firm offers financial planning, discretionary portfolio management using proprietary model portfolios, qualified plan consulting, and third-party adviser monitoring, with an investment approach focused on asset allocation and customized portfolios.

General retirement planning
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Thomas E

Series 63, Series 65

Fort Wayne, IN

Summit Consultants, Inc.

Thomas Elyea is a financial advisor with Summit Consultants, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Summit Consultants since 1998 and with LPL Financial since 2003. Elyea also has experience selling fixed annuities and various types of insurance. Summit Consultants, Inc. provides financial planning, retirement-plan design, and advisory services for individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and maintains a distinct affiliation with an attorney for estate planning services alongside a pension and profit-sharing consulting practice.

General estate planning guidance Life insurance needs analysis Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Mathew R

Series 65

Fort Wayne, IN

Christy Capital Management, Inc.

Mathew Ramey is a financial advisor at Christy Capital Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. He has worked at Christy Capital Management since 2018 and was previously employed by Navicent Health from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm utilizes a client profile and risk-tolerance questionnaire to tailor recommendations and employs a subadvisor program, with EverSource Wealth Advisors managing model portfolios and day-to-day trading oversight.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Thomas S

ChFC®, Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

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.

Annuities
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Krista K

Series 63, Series 65

Fort Wayne, IN

TCP Asset Management, LLC

Krista Kramer is a financial advisor at TCP Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. In addition to her advisory role, she works as a financial coach. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, offering tailored investment strategies and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Abhi J

Series 65

Fort Wayne, IN

Phillips Financial

Abhi Jinwala is a financial advisor at Phillips Financial with four years of industry experience. He holds a Series 65 credential and has worked previously at CX Institutional, 3Rivers FCU, Hobby Lobby, and Purdue Fort Wayne. Phillips Financial Management serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers comprehensive financial planning, investment management, retirement plan services, and access to private and alternative investments, using a strategic, broad-asset-class approach focused on mutual funds, ETFs, and model portfolios.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Founder/Business Owner Retired
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