Andrew Barnes is a financial advisor at Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. He has worked in various roles including at Indiana Wesleyan University and Ambassador Enterprises. Barnes also operates a sole proprietorship providing insurance assistance, helping clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and institutional clients, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies with tailored asset allocation and periodic portfolio reviews.

Hunter Terrell is a financial advisor at Phillips Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Wise Insurance and Indiana Wesleyan University. Phillips Financial Management, LLC is a multi-team SEC-registered 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 using mutual funds, ETFs, and tailored model portfolios, and offers a range of services from discretionary investment management to retirement-plan consulting and access to private capital opportunities.

Melanie Colwell is a CFP® professional with 18 years of experience in financial advising. She has been with Galecki Financial Management Inc since 2005. The firm operates as a team of six advisors based in Fort Wayne, IN. 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 provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements, employing a diversified, asset-allocation-driven investment approach overseen by an internal committee of CFP® professionals.

Darin Archbold is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of his advisory role, he is involved in managing fixed insurance products. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios, discretionary programs, and third-party manager recommendations, employing both strategic and tactical investment approaches.

Nathan Burk is a financial advisor with Larson Financial Group, LLC and holds a Series 66 designation. He has prior experience as a program director at the Ron Blue Institute, where he oversaw CFP/CKA coursework, acted as an enrollment and academic advisor, and instructed assignments. Burk’s industry experience began in 2025 following roles in education and other sectors. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, including option overlays and separately managed accounts.

Donald Dormeier is a financial advisor at Kingsview Wealth Management, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including its internally managed Monarch ETFs, and offers access to a broad range of investment instruments and third-party managers.

Nora Beauchot is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with Founders Financial Securities since 2013. Outside of her advisory role, she serves on the finance subcommittee for Most Precious Blood School, volunteers on the grants committee for the Community Foundation of Whitley County, and is a board member and music chair for Kingdom Builders, a women's apostolic mission in Fort Wayne, IN. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches, with programs incorporating mutual funds, ETFs, model allocations, and sub-advised strategies.

Buff Dormeier is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Kingsview since 2019 and previously spent seven years at Wells Fargo Advisors. Dormeier is also an author, publishing a book for the Wharton School and promoting related software through his company, Volume Analysis LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led strategies and model-based portfolios, including its internally managed Monarch ETFs.

Sara Provines is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Howard Bailey Financial, Commonwealth, and Reimbold & Anderson. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and third-party investments.

Logan Timbrook is a CFP® with four years of industry experience. He is currently with SYM Financial Advisors and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc, and LPL Financial LLC. Logan holds a Series 66 license and is based in Fort Wayne, IN. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform of 32 advisors, serving individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach and utilizes mutual funds, ETFs, independent managers, private alternative investments, and option strategies in portfolio construction.

Laura Rowe is a financial advisor with Kingsview Wealth Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Cascade Financial Management. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

Seth Hicks is a financial advisor at WesBanco Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and JS Products, LLC. Outside of his advisory role, he serves as a board member for The Center for Whitley County Youth, a nonprofit organization focused on life skills and educational services for underserved youth, and is involved with Rock 4 The Rock Ministry, providing leadership training to youth in worship ministry. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes customized financial planning and portfolio management through non-discretionary, advisor-managed wrap accounts and separately managed programs, employing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Brooks Smith is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Thrivent Financial, Lincoln Financial Group, and Huntington University. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary strategies, utilizing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

Graig Stettner is a CFA® charterholder with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Gateway Financial Partners, Advisors' Pride, and LPL Financial. Outside of advising, he volunteers with the Fort Wayne Air Show, serves on the finance committee of Apostolic Christian Church, and holds volunteer roles with Isaiah 55 Ministries, Junior Achievement of Northern Alabama, the Allen County Public Library Foundation, and Canterbury Schools Advisory Council. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers various investment and financial planning services utilizing individualized asset-allocation strategies and employs overlay managers, model-based platforms, and automated programs to implement its investment programs.

Eric Pio is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, LLC, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, utilizes model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its research and recommendations.

Robert Whicker is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2007. He holds Series 63 registration and is based in Fort Wayne, IN. Whicker is involved in several community and charitable organizations, including chairing the board of the Wells County EMS Foundation and serving on the boards of the Huntington County Foundation, Fort Wayne Museum of Art, and The Wells County Foundation, Inc. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios and various investment vehicles.

Andrew Baker is a financial advisor with Larson Financial Group, LLC in Fort Wayne, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it incorporates AI-assisted tools alongside human review in its advisory process.

Jason Frank is a CFP® with 30 years of experience in the financial services industry, currently with LaSalle St. Investment Advisors, L.L.C. in Fort Wayne, IN. He has been with La Salle St. Securities, Inc. since 1996. Outside of his advisory role, he is involved in selling fixed insurance through Frank Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Jamie Mitchell is a Series 65-licensed financial advisor with SYM Financial Advisors in Fort Wayne, IN, where he has worked since 2015. He has three years of industry experience. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party automated platforms.

Douglas Roller is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following a three-year tenure at Neidiger, Tucker, Bruner Inc. Outside of his advisory role, he is involved as an insurance agent specializing in fixed annuities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.