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.

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.

Lindsey Hanson is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Ausdal Financial Partners, Merrill, and Larson Financial Group. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm uses an evidence-based investment approach incorporating in-house management, third-party sub-advisors, and technology-enabled solutions, along with access to alternative and private investments through its Vestia Private Capital platform.

Jason Pruitt is a financial advisor with Howard Bailey Securities, LLC, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Howard Bailey Financial, Smokercraft, Garrett State Bank, Purdue University Fort Wayne, and Fashion Farm Restaurant. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm employs a combined fundamental and technical analysis approach along with Modern Portfolio Theory to manage discretionary portfolios with regular reviews and rebalancing.

Colin Snyder is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, Ruoff Mortgage Company, and Joseph Decuis. Outside of advising, he is involved in cryptocurrency mining through a virtual mining operation called PI COIN. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach utilizing a range of management strategies and offers access to alternative investments and educational workshops.

Michael Mohlman is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, Wells Fargo Clearing, and Fifth Third Securities. Mohlman also assists clients with asset allocation for their charitable funds through Fidelity Charitable on a non-compensated basis. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, using a blend of fundamental, technical, and qualitative analysis to tailor client portfolios.

Thomas Martin is a CFP® with 23 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Fort Wayne, IN. His prior roles include positions at The Tebow Group and Mammoth Investors, LLC. Outside of advisory work, he holds board roles with organizations addressing behavioral science, medical appliances, and anti-human trafficking efforts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach combining discretionary management, third-party sub-advisors, and technology-enabled solutions, and includes affiliated entities providing insurance and brokerage services.

Luke Walters is a financial advisor at Vestia Personal Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SageSpring Wealth Partners and Purdue University among other roles. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach, utilizing a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, and manages approximately $1.06 billion for nearly 4,000 clients through a multi-entity structure.

David Hamel is a CFP® with six years of industry experience, currently advising at Phillips Financial in Fort Wayne, IN. He has been with Phillips Financial since 2016 and previously worked at the University of Saint Francis from 2013 to 2016. Phillips Financial Management serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm focuses on broad-asset-class investment strategies primarily using mutual funds and ETFs, supplemented by automated programs and access to private investments through a range of advisory and fiduciary services.

Chloe Blythe is a financial advisor at Galecki Financial Management Inc with 13 years of industry experience and a Series 65 designation. She has been with Galecki Financial Management since 2012. 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, using a committee-driven, asset-allocation approach with institutional-style execution and ongoing written performance reporting.

Michael Trent is a CFP® and Series 66 holder with 12 years of experience in financial advisory. He is currently with Vestia Personal Wealth Advisors, where he has worked since 2018. Prior to joining Vestia, he was associated with Larson Financial Group and Larson Financial Securities. Outside of his advisory role, he serves as treasurer and volunteer for Blessings in a Backpack, a nonprofit addressing weekend food insecurity in public schools. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through affiliated entities.

Robert Mccoy is a CFP®-designated financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, bringing 10 years of industry experience. He has been with Howard Bailey since 2016. In addition to his advisory role, he is a licensed insurance agent engaged in life insurance sales. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and client reviews.

Isaac Berg is a ChFC® and Series 65-registered advisor at Howard Bailey Securities, LLC with four years of industry experience. His prior roles include positions at Ash Brokerage and Lincoln Financial Group, as well as work outside of finance at Sherwin Williams and the City of Fort Wayne. Howard Bailey Securities provides asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside Modern Portfolio Theory, offering discretionary portfolio management with regular client reviews and access to third-party custodians and sub-advisers.

Mc Kenna Clifford is a financial advisor with Phillips Financial in Fort Wayne, IN, holding a Series 65 credential and six years of industry experience. Prior to joining Phillips Financial in 2025, Clifford worked for CX Institutional, LLC for five years and held various roles at Michigan State University and Purdue University. Phillips Financial Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a strategic, broad-asset-class investment approach using mutual funds, ETFs, and model portfolios, complemented by automated programs for smaller accounts and access to private investments.

Andrew Parker is a CFP® and CFA® with 16 years of industry experience. He is currently with Phillips Financial Management, LLC, where he has worked since 2022, and previously held roles at Vestia Advisors, LLC and Larson Financial Group, LLC. Outside of his advisory work, Parker manages a personal consulting company and is an independent life and health insurance agent. Phillips Financial Management is a multi-team SEC-registered firm 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, tailored model portfolios, and periodic rebalancing, supplemented by sub-advisors and an automated offering for smaller accounts.

Grant Welter is a financial advisor at Howard Bailey Securities, LLC with the ChFC® designation and two years of industry experience. He previously held roles at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. His wife operates a professional custom framing business, where he is listed as a governing person but has no operational involvement. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm employs a combination of fundamental and technical analysis along with Modern Portfolio Theory in its discretionary portfolio management approach.

Kenneth Schmidt is a CFP® and ChFC® with over 40 years of experience in financial planning. He has worked with Financial Planning Services since 1983 and has been affiliated with Osaic Wealth, Inc. since 2005. Schmidt serves as a trustee for Olivet Nazarene University and is involved in nonprofit governance, including roles with the Northwest Nazarene University Foundation and a local homeowners association. Financial Planning Services provides financial planning and investment advisory services to individuals, families, and institutional clients. The firm focuses on long-term buy-and-hold strategies and asset allocation tailored to client goals, with regular reviews and rebalancing as part of its investment approach.