Michael Nicolini is a CFP® professional with 24 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent 21 years with RSM US Wealth Management LLC. Nicolini holds a Series 63 license and is based in Mishawaka, Indiana. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Michael Hostetler is a Series 65-credentialed financial advisor at Korhorn Financial Group with experience beginning in 2024. Prior to joining Korhorn, he worked in various roles including shopper for Instacart and positions in education and hospitality. He balances his advisory work with part-time non-investment activities such as shopping and delivery for Instacart. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes asset allocation using mutual funds, ETFs, and customized strategies, and also provides services to plan sponsors under ERISA arrangements.

Larry Dietz is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with United Advisor Group and has held prior roles at LPL Financial, Cambridge Investment Research Advisors, and Valmark Securities, among others. In addition to his advisory work, he owns and operates an insurance agency and serves as a notary in South Bend, IN. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios and custom-traded accounts tailored to client needs.

Andrew Mazelin is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Cedarville University, Environment Control, and in the food service industry. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, serving a diverse client base including high-net-worth individuals.

Jason Matthews is a financial advisor at Korhorn Financial Group with 12 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities, KFG Wealth Management, LLC, and Korhorn Financial Group. Outside of his advisory role, he is the CEO and founder of Gashawk Inc., a company focused on the recreational vehicle industry. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Brandon Stoller is a CFP® professional at Korhorn Financial Group with seven years of industry experience. His work history includes roles at JPMorgan Chase Bank and Wayfinder Financial LLC prior to joining Korhorn Financial Group and KFG Wealth Management. He also serves as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients, utilizing model-based portfolio management with mutual funds, ETFs, and select strategies alongside client access to financial planning technology.

Elijah Thomas is a CFP® with three years of industry experience, currently serving as an advisor at Korhorn Financial Group. He also holds a position as Assistant Hall Director at Holy Cross College. Elijah's prior roles include positions at enFocus Inc. and Aldi, among others. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including ERISA plan sponsorship, independent manager allocations, and consolidated client reporting via the eMoney platform.

Anthony Catanzarite is a financial advisor with Harbour Investments, Inc. in South Bend, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Harbour Investments since 2012. Outside of his advisory role, he serves as director of the fundraising committee for the Knights in Need charity at Marian High School and acts as campaign chair for Holy Family Catholic Parish. Harbour Investments provides investment advisory and financial planning services to a broad client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Tawny Flynn is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at firms including Camp Wealth Management and Advanced Estate Planning Services, Inc. Outside of her advisory role, she works as a server at the Cheesecake Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and retirement plans through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Jordan Oyer is a financial advisor at Fiduciary Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including MML Investors Services LLC, Westpoint Financial Group, and Western & Southern Life. Outside of his advisory role, he is also licensed as an insurance agent in Indiana. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers specialized trustee services and access to private alternative funds.

James Christing is a financial advisor with Korhorn Financial Group, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Korhorn, his work history includes roles at Indiana Wesleyan University and Our Daily Bread Ministries. Korhorn Financial Group provides discretionary investment management and financial planning to individuals—including high-net-worth clients—retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models with mutual funds, ETFs, independent managers, and selective strategies, and supports ongoing portfolio monitoring and client access to financial planning technology.

Regan Ramirez is a Series 65-licensed advisor with Korhorn Financial Group, bringing one year of industry experience. Prior to joining Korhorn Financial Group and its affiliated KFG Wealth Management, LLC in 2025, Ramirez held roles at Spring Arbor University, Green Bay Packaging, and Rupp, Hagans, Bohmer LLP. Outside of financial advising, Ramirez has experience working with community organizations such as the Jackson YMCA and Archbold Swimming Pool. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation through mutual funds, ETFs, and customized strategies, offering both standalone planning and ongoing advisory relationships.

Bradley Simich is a financial advisor with Korhorn Financial Group holding the CFP®, ChFC®, and Series 66 designations. He has seven years of industry experience, including roles at Gradient Advisors LLC and Howard Bailey Securities, and prior service in the United States Marine Corps. Outside of finance, he owns Just Add H2O, a scuba equipment and instruction business. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models primarily using mutual funds and ETFs, offers services including SEI Asset Management accounts, and provides consolidated reporting through the eMoney platform.

Elaina Wright is a financial advisor with Korhorn Financial Group in Granger, Indiana. She holds the Series 65 designation and has one year of industry experience. Prior to her current role, she worked in various positions including at McConn Coffee Company and Wright Directions Counseling. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation model approach using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing portfolio monitoring and client access to the eMoney planning platform.

Joshua Korhorn is a financial advisor at Korhorn Financial Group with a Series 65 designation and three years of industry experience. His background includes service in the United States Army and a brief tenure at the University of Notre Dame. He assists in the day-to-day operations of Korhorn Financial Group. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-allocation approach using mutual funds, ETFs, independent managers, and private funds, and provides services including ERISA plan sponsor consulting and consolidated client reporting.

Tyler Holder is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 license and has worked in financial services since 2023, including prior experience at KFG Wealth Management and Korhorn Financial Group. Before entering the financial industry, he spent seven years at Gospel City Church. Outside of advising, he is also employed in operational and insurance advisory roles within Korhorn’s affiliated companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing monitoring and client access to financial planning technology.

Mark McNamee is a financial advisor at Gradient Securities, LLC with 24 years of industry experience. He holds a Series 66 designation and has been involved in accounting and tax preparation as a CPA since 1990. McNamee also serves as treasurer for a state senate campaign and oversees the financial operations of a retail business he owns. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates both as an SEC-registered investment adviser and FINRA-registered broker-dealer, typically delivering advice on a non-discretionary basis and utilizing third-party managers alongside its advisory services.

Michael Watson is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McGladrey LLP and McGladrey Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, managed through a centralized team and an Investment Committee.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.

Brendon Handy is a CFP® and ChFC® with five years of industry experience, currently serving at Korhorn Financial Group. He has worked at KFG Wealth Management and Korhorn Financial Group since 2019 and also has experience as a tax preparer with KFG Tax and Business Services. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation and model-based portfolio management approach, utilizing mutual funds, ETFs, independent managers, and select strategies, while offering ongoing portfolio monitoring and access to financial planning tools.