Cameron Magoon is a financial advisor at CX Institutional, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Touchstone Securities, IFS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Magoon serves as a referral consultant for Talemed, a company that places nurses in travel assignments. 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 using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Alisha Norris is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at CX Institutional, LLC since 2022. Prior to joining CX Institutional, she worked at LPL Financial and Dekko Investment Services from 2013 to 2022. She is involved in the community as a member of the Investment Committees for Junior Achievement of Northern Indiana and the Community Foundation of Greater Fort Wayne. 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 a diverse range of asset classes, supplemented by third-party technology for reporting and tax-efficient asset management.

Tanner Echenoz is a financial advisor at CX Institutional, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Ash Brokerage and Kelley Automotive. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

David Hefty is a CFP® professional with 27 years of industry experience, currently with CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners from 2006 to 2018 and at LPL Financial, LLC from 2002 to 2020. Outside of advising, he is involved in family farming operations through Acacia Ranch, Inc. and Hefty Farms, LLC. CX Institutional serves individuals—including high-net-worth clients—as well as charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that combines fundamental, quantitative, and technical analysis across various asset classes and offers thematic strategies, structured products, and access to private investment funds.

Jesse Shepherd is a financial advisor with NWF Advisory Services Inc in Fort Wayne, IN, holding a Series 66 credential and five years of industry experience. Prior to joining NWF Advisory Services, he worked at Edward Jones for several years and has been involved in insurance sales and advisory services through his own DBA, Shepherd Legacy Financial. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services tailored to client objectives.

Eugene Donnelly III is a financial advisor with ON Investment Management CO in Ft. Wayne, Indiana, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2016 and with Ohio National Financial Services and Donnelly & Co. since 2006. Outside of advising, he is a songwriter and operates a separate business selling personal used guitar equipment. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary advisory services, often utilizing third-party investment programs and maintaining an ongoing broker-dealer and dual-registration structure.

Theresa Ayers is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, World Financial Group, Lincoln Financial Distributors, and other firms. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate and public sector plans, and institutions. The firm combines internally managed model portfolios with customized strategies and offers an integrated advisory and consulting platform through its affiliation with HUB International.

Heather Foster is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments and Foster Financial Services since 2018. Foster is also a director of Faith & Grace Homes, Inc., a nonprofit focused on funding projects for facilities serving homeless girls. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a variety of investment platforms tailored to individual advisor strategies.

Josiah Lederman is a financial advisor with Concorde Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Concorde Asset Management since 2018 and also operates Lederman Insurance, Inc., where he is involved in life insurance sales. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategies across multiple platforms.

Stacy Hefty is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining CX Institutional in 2018, Hefty worked at Hefty Wealth Partners, Inc. and LPL Financial. Outside of advising, Hefty is involved in agricultural business operations through ownership of farm-related entities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management and financial planning through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of investment vehicles.

Heston Terzo is a financial advisor at CX Institutional, LLC with a Series 65 designation and no prior industry experience. His background includes roles outside finance, such as operating Lincoln Speakeasy Taproom and work in education and power systems. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized portfolios and integrating financial planning with advanced technology tools.

Brady Mc Bride is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CX Institutional since 2021. Prior to that, he held roles in mortgage lending and various other positions outside the financial industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Jonathon Pynchon is a financial advisor with Harbour Investments, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NYLife Securities, LLC and New York Life Insurance Co. He is also an independent insurance agent involved in equity indexed annuities and operates a consulting business as a pass-through entity for 1099 income. Harbour Investments serves a diverse client base including individual, institutional, and corporate entities, offering a range of portfolio management and financial planning services. The firm supports varying investment approaches through both in-house and third-party managers, with ongoing account monitoring and multiple execution options.

Tyler Rickert is a Series 65-licensed financial advisor at CX Institutional, LLC with three years of industry experience. Prior to joining CX Institutional, he worked at Saint Francis and Ivy Tech. Outside of finance, he owns and operates Kustom Apparel, a screen printing and embroidery business. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Caleb Doane is a financial advisor with Harbour Investments, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. He has prior experience at Treacy & Company and currently serves as treasurer for the nonprofit Faith and Grace Homes, Inc. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Blake Scheer is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and one year of industry experience. He has previously worked at Osaic Wealth, Inc. and Miller Christian and Zwiebel Asset Management Corp. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach and integrates third-party technology to provide consolidated reporting and tax-efficient asset location.

Joshua Sievers is a financial advisor with Savvy in Fort Wayne, IN, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Savvy in 2026, he worked at Bankers Life and its affiliates from 2017 to 2026. He is also appointed as an insurance producer with Bankers Life & Casualty, where he writes Medicare supplement, annuity, life, health, and long-term care insurance products. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions supplemented by quantitative models and integrates proprietary technology with human oversight to support personalized investment strategies.

Braeden Hall is a financial advisor at CX Institutional, LLC with a Series 65 credential and no prior industry experience. His background includes roles with the Indianapolis Colts, Fort Wayne Tincaps, and Escuela Universitaria Real Madrid, among others. 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, and offers access to thematic investment strategies, structured products, and specialized private funds.

Brian Neal is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Personal Wealth Partners, LLC, LPL Financial, Hefty Wealth Partners, Inc., and Edward Jones. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms for consolidated reporting and tax-efficient asset management.

Joseph Sullivan is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 designation and currently based in Fort Wayne, IN. He has experience spanning several firms since 2009, including Lincoln Financial Group, Howard Bailey Financial, Foster Financial Services, and Troyer Retirement. Sullivan has been with Impact Partnership Wealth since 2026. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of investment strategies and a broad affiliated-entity ecosystem.