Casey Weade is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at Howard Bailey Securities, LLC since 2016. Prior to this, he worked at Global Financial Private Capital from 2011 to 2017. Outside of his advisory role, he is president of Rainmaker Marketing Solutions, LLC, a marketing consulting and advertising agency. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm uses Fundamental and Technical analysis along with Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

Thomas Badders is a financial advisor at Tradewell Securities, LLC with two years of industry experience. He holds the Series 65 designation and previously served nine years in the United States Air Force. Outside of his advisory role, he is involved in recommending insurance products to clients. Tradewell Securities, LLC offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and typically invests in mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Gary Zoller is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Meert/Zoller Financial Group since 2002 and joined Apple Tree Asset Management in 2023. Outside of his advisory roles, he owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular portfolio reviews and may co-manage accounts with third-party advisers while maintaining client relationships.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

Michael Simpson is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding a Series 63 designation and over 26 years of industry experience. He has worked at Compass Financial Advisors since 2002 and previously at Harbour Investments, Inc. and BRSZ Personal Financial Planning Group, Inc. Simpson serves as a board member for Vincent Village and Summit Equestrian, both nonprofit organizations. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold strategies with tactical monitoring, offering financial planning, portfolio supervision, and retirement plan advisory services.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

Christopher Slyby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Advisors Group in Fort Wayne, IN. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Outside of his advisory role, he is involved in financial planning activities through his own entity, C.A. Slyby LLC. 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 utilizes dynamic risk management and tactical asset allocation, employing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers and technology platforms such as BlackRock’s Aladdin® in its investment process.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Pathway since 2014 and is also a partner in Pfister & Miller Inc., an accounting and tax professional practice. Outside of financial advising, Miller is involved in grain farming through Lace & Ace Farms, LLC. Pathway Financial Advisers is a team-structured registered investment adviser managing approximately $524 million for roughly 815 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans, using both fundamental and technical analysis in its investment approach.

Wesley Phelps is a financial advisor with TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Prudential, Farm Bureau Marketing Securities, and several other financial services firms. He is also an owner of Liagan Brothers Corporation, an insurance business recommending products to consumers. TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, alongside ERISA plan investment management. The firm integrates tax-preparation support and licensed insurance activities through affiliated outside-business arrangements and employs strategies based on fundamental, technical, and cyclical analysis.

Sean Mcconnell is a financial advisor at Principal Advised Services in Fort Wayne, IN with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Principal Advised Services and Principal Financial Services in 2025, he worked at Lincoln Financial Advisors and Lincoln Financial Distributors, Inc. from 2013 to 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and is part of the Principal Financial Group family, allowing operational integration with affiliated entities and access to a range of proprietary financial products.

Zack Troyer is a financial advisor at Impact Partnership Wealth, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Impact Partnership Wealth, he worked at Indiana Wesleyan University and in secondary education. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management through a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Andrew Renninger is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at ProFed Credit Union and served in educational roles at Purdue University as well as Norwell High and Middle Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a broad range of investment types and integrates third-party technology for consolidated reporting and tax-efficient asset management.

David Kern is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Concorde Asset Management, LLC since 2014 and also has longstanding ties to Advantage Financial Planning dating back to 1987. Outside of his advisory roles, Kern is a member of The Flying Circuits, a remote control flying club. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs and ERISA plan advisory.

Matthew Brady is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He is also the President and CEO of Brady Benefits & Associates, LLC, where he has advised businesses on employee benefits, including 401(k), 403(b), individual IULs, and annuities since 2011. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, provides alternative and private investment options, and offers a web-based asset management platform for independent advisers.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Ash Brokerage for eight years. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supplemented by third-party technology for reporting and tax-efficient asset location.

Nicholas Mc Kinley is a financial advisor at CX Institutional, LLC with a Series 65 license and no prior industry experience. His background includes roles in education, healthcare, and steel manufacturing before joining CX Institutional in 2026. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform that combines fundamental, quantitative, and technical analysis across various asset classes. The firm also offers specialized investment strategies and integrates third-party technology for consolidated reporting and tax-efficient asset management.

Ian Dick is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, holding a Series 66 designation with 23 years of industry experience. He has worked at Harbour Investments since 2016 and at Venture Wealth Advisors since 2020. Additionally, he is an independent insurance agent, which includes activities related to equity indexed annuities. Harbour Investments serves a diverse client base including individual, trust, pension, 401(k), and institutional clients. The firm offers a range of portfolio management and financial planning services, employing varied investment approaches tailored by advisers and approved third-party managers.

Scott Shepherd is a financial advisor at NWF Advisory Services Inc with 16 years of industry experience. He previously worked at Edward Jones for 15 years and has been associated with The Ameriflex Group and OSAIC since 2024. Shepherd also operates an independent advisory business under the name Shepherd Legacy Financial and holds a license as an insurance agent. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with strategic long-term and tactical investment approaches.

Adam Gottschalk is a CFP® professional with three years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Prior to joining CX Institutional, he worked at Passage Wealth for three years and held positions in education at Spring Arbor University and Concordia Lutheran High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm employs a blend of fundamental, quantitative, and technical analysis across various asset classes and offers thematic and specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.