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.

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® 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.

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 at Howard Bailey Securities, LLC with three years of industry experience. She holds a Series 65 credential and has worked in the financial sector since 2012, including nine years at Ash Brokerage before joining Howard Bailey Securities. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Howard Bailey Securities since 2019 and previously held positions at Ash Brokerage Corporation and MerCap Securities, LLC. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm employs Fundamental and Technical analysis alongside Modern Portfolio Theory with a focus on retirement planning, portfolio construction, and ongoing monitoring and rebalancing.

Michael Albertson is a financial advisor at TradeWell Tax & Financial in Fort Wayne, IN, holding a Series 65 designation with 18 years of industry experience. He has worked at firms including Tradewell Securities, Secure Asset Management, and USA Financial Securities. Albertson is also president of Indiana Tax Advisory Group, where he engages in tax advisory and insurance sales, and he holds a passive ownership stake in a local coffee roasting business. TradeWell Tax & Financial serves individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships and integrates investment, tax preparation, and insurance services.

Jason Pruitt is a financial advisor at Howard Bailey Securities, LLC with 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, and small businesses. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and access to third-party money managers, employing an investment process that incorporates Fundamental and Technical analysis alongside Modern Portfolio Theory.

Mark Vanderhagen is a CFP® with 38 years of industry experience, currently serving at Wealth Advisors Group in Fort Wayne, IN. His prior experience includes roles at LPL Financial LLC from 1993 to 2017 and Purshe Kaplan Sterling Investments, Inc. from 2017 to 2018. Vanderhagen holds board and leadership positions outside of his advisory work, including serving as treasurer for the Legatus International Fort Wayne Chapter and as a board member of the Watersong Office Park Association. Wealth Advisors Group provides financial planning, discretionary and non-discretionary 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, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews supported by BlackRock’s Aladdin® platform.

Reed Diller is a financial advisor at Atlas Capital Management Corp with a Series 65 designation and three years of industry experience. He has worked at Atlas Capital since 2022, with prior roles at Chase Bank, Evolve Nutrition, Miller Scales and Food Machines, and Salsa Grille. Atlas Capital Management provides discretionary investment management and selected non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs a model-driven, actively managed approach using proprietary trade signals and daily pricing data, serving a large retail client base with approximately $870 million in assets under management.

Tyler Smith is a CFP® professional with one year of experience at Wealth Advisors Group. His prior positions include roles at Creative Liquid Coatings, Beckman Lawson, and Indiana University Robert H. McKinney School of Law. Wealth Advisors Group provides 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 tactical asset allocation and a broad range of investment opportunities, utilizing both internal and third-party model portfolios.

Christopher Swanson is a financial advisor at Compass Financial Advisors LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Compass since 2012, with prior roles at Harbour Investments, Inc. and Ausdal Financial Partners, INC. In addition to his advisory work, he is president of Simple Auto Simple Credit, a used car credit business. Compass Financial Advisors serves individuals, including high-net-worth clients, and various entities such as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach, offering services including financial planning, portfolio supervision, and retirement plan advisory work.

Jerry Jacobs is a CFP® professional with 27 years of industry experience. He has worked at Cantella & CO., Inc. since 2003 and has been associated with Atlas Capital Management Corp since 1994. Jacobs holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. Atlas Capital Management Corp. provides discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm employs an active, macro-oriented investment process using proprietary indicators and various named strategies, managing over 3,200 discretionary accounts with a small advisory team.

Laura Morton is a financial advisor at Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Kestra Advisory Services, CX Institutional, and New York Life Insurance Company. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting to a range of clients including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation with a broad range of investment options and incorporates model portfolios supported by BlackRock’s Aladdin® Platform.

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.