Douglas Buller is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked for over three decades at Warsaw Christian School. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and the ability to co-manage accounts alongside third-party advisers.

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.

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.

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 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.

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.