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.

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.

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.

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.

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.

Michael Mishler is a financial advisor with 29 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 63 designation and previously worked for Sigma Financial Corporation for 20 years. Outside of his advisory role, Mishler serves on the board of Junior Achievement of Northern Indiana, a nonprofit focused on education. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including options and margin trading, and emphasizes ongoing account monitoring and customized investment policy statements.

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.

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.

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.

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.

Ben Langel is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Phillips Financial since 2012. He is also licensed as a life and health insurance agent. Phillips Financial Management, LLC is a multi-team advisory managing approximately $2.21 billion for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach with tailored model portfolios and offers a range of financial planning and retirement services.

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.

Erik Tom is a CFP® professional with 11 years of industry experience, currently serving at Summit Consultants, Inc. since 2018. His prior roles include positions at JPMORGAN Chase Bank and Jp Morgan Securities LLC from 2015 to 2018. He is also a commissioned Notary and holds a Series 63 license. Summit Consultants, Inc. provides financial planning, retirement-plan design and consulting, and related advisory 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 is noted for its affiliation with an attorney offering estate planning services and a dedicated pension/profit-sharing plan consulting practice.

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 with Howard Bailey Securities, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Kestra Advisory Services, LLC in 2026, Dagle worked at Howard Bailey from 2021 to 2026 and Ash Brokerage from 2012 to 2021. Howard Bailey Securities is an SEC-registered investment adviser that offers asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, using discretionary portfolio management and periodic rebalancing.

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.