Heather Drebenstedt is a financial advisor at Summit Consultants, Inc. in Fort Wayne, Indiana, with 19 years of industry experience. She holds a Series 66 designation and has worked at Summit Consultants since 2007, following a prior role at LPL Financial. Outside of her advisory work, she is involved in a fitness-related business in Fort Wayne and Roanoke, Indiana. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting services to individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and offers estate planning through an affiliated attorney and specialized pension plan consulting.

Cody Robinson is a CFP® professional with five years of industry experience, currently serving at Financial Planning Services in Fort Wayne, IN. He has worked at Osaic Wealth, Inc. and Financial Planning Services since 2019. Outside of his advisory role, he provides insurance brokerage services, assisting clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm focuses on long-term buy-and-hold investment strategies with tailored asset allocation and ongoing portfolio supervision.

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and F&M Bank. In addition to his advisory role, he is active with FM Investments, where he serves as an associate. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning and portfolio management using evidence-based investment strategies and a combination of discretionary and non-discretionary management solutions.

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.

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.

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.

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.

Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.

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.

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.

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.

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.

Noah Buehner is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance and Scotttrade. Noah also provides support as a registered assistant and paraplanner for Financial Planning Services. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to various investment vehicles and custodial platforms.

Keith Layman is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Concorde Asset Management and Concorde Investment Services for seven years before joining Apple Tree. Outside of his advisory role, Layman serves as an elder and finance committee member at Christ's Church at Georgetown and is involved in various nonprofit and business activities, including fundraising for a Uganda-based support initiative and ownership in a local café. Apple Tree Asset Management advises individuals, charities, corporations, and pension plans, providing financial planning, portfolio management, qualified plan consulting, tax preparation, and third-party adviser monitoring. The firm employs asset-allocation strategies through proprietary model portfolios and offers Biblically Responsible Investment screening services, integrating tax services uniquely into its client offerings.

Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, 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 strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.

Hannah Grubb is a financial advisor with TradeWell Tax & Financial, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Her prior roles include positions at Northwestern Mutual and Fort Wayne Community Schools. She has also worked in small business settings, including the Junk Ditch Brewing Company and Whisk Gourmet. TradeWell Tax & Financial advises individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm integrates investment, tax preparation, and insurance services, serving clients with documented investment policy statements and ongoing account oversight.

Kurt Gutman is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Compass Financial Advisors since 2009 and previously worked at Harbour Investments, Inc. and Ausdal Financial Partners, INC. He serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm emphasizes asset allocation with a long-term buy-and-hold strategy, offering financial planning, portfolio supervision, and retirement plan advisory services.

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.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at AllState Insurance and various service positions before joining Apple Tree Asset Management. Apple Tree Asset Management advises individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, portfolio management, qualified plan consulting, and tax preparation services. The firm uses proprietary model portfolios tailored to client goals and offers Biblically Responsible Investment screening for other advisers.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021 and has been involved with Lifetime Financial Solutions since 2009. Outside of advisory work, he is engaged in tax and retirement planning through Apple Tree Financial Services, Inc. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and may collaborate with third-party advisers while maintaining client relationships.