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.

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.

Austin Thoms is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He currently works at Wealth Advisors Group and previously held roles at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he serves as a volunteer deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled "2300 Reasons Why." Wealth Advisors Group provides discretionary and non-discretionary 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 strategic and tactical asset allocation with periodic rebalancing, using a broad range of investment options, including model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

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.

Alan Rohrer is a financial advisor at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Advisors Group, he worked at Salesforce, Cisco, Socio, Lessonly, Accent CPA Group, Peters, Browning and Co., and RSM. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a broad array of investment options and model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.

Joshua Hasselbach is a financial advisor at TradeWell Tax & Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CX Institutional, U.S. Capital Wealth Advisors, and Northwestern Mutual Investment Management. Between 2021 and 2024, Hasselbach served as a primary caregiver and worked independently. TradeWell Tax & Financial advises individual and high-net-worth households, providing personalized financial planning and discretionary portfolio management. The firm employs a disciplined approach using fundamental, technical, and cyclical analysis and offers services including ongoing account oversight, tax-aware asset location, and opportunistic rebalancing.

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.

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.

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® with 19 years of industry experience, currently serving as an advisor at Howard Bailey Securities, LLC. He has been with Howard Bailey Financial since 2013. In addition to his advisory role, Johnson owns and operates an insurance agency focused on life insurance. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, emphasizing retirement planning, portfolio construction, and ongoing monitoring and rebalancing.