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.

James Weber is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Ameriprise and J.P. Morgan Securities LLC. Outside of advising, he volunteers as a mentor with SCORE Association, serves on the board of the Wells County Otters Swim Club, and holds a board position with the local chapter of Junior Achievement. 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 with a long-term buy-and-hold investment approach while providing retirement plan advisory services and managing plan participant accounts through a third-party platform.

Todd Clark is a financial advisor at Atlas Capital Management Corp with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas since 2015. Outside of his advisory role, he provides tax preparation services through his own accounting business. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses. The firm employs an active, macro-oriented investment process using proprietary indicators and a variety of strategies, managing over 3,200 discretionary client accounts through a small advisory team.

Robert Mccoy is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 10 years of industry experience, all with Howard Bailey. He is also a licensed insurance agent involved in life insurance sales. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory to guide retirement planning, portfolio construction, and ongoing portfolio monitoring.

Isaac Berg is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding the ChFC® designation and Series 65 license. He has four years of industry experience, including roles at Howard Bailey Financial, Ash Brokerage, and Lincoln Financial Group, and prior employment at Sherwin Williams and the City of Fort Wayne. 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 a process that integrates Fundamental and Technical analysis with Modern Portfolio Theory.

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, holding the ChFC® designation and Series 65 license, with two years of industry experience. Prior to joining Howard Bailey Securities, he worked at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. 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 a combined Fundamental and Technical analysis approach alongside Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

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.

Jennifer Macaleese is a CFP®-certified financial advisor at Phillips Financial with 13 years of industry experience. She previously worked at Wells Fargo in various roles from 2006 to 2017 before joining Phillips Financial. She is also licensed as a Life & Health Insurance Agent. Phillips Financial Management, LLC is a multi-team SEC-registered 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 using mutual funds, ETFs, and tailored model portfolios, supplemented by sub-advisors and an automated Betterment offering for smaller accounts.

Alec Sanderson is a financial advisor at Howard Bailey Securities, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been working in the financial services industry since 2023. His prior experience includes roles in marketing and education. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, corporations, and small businesses. The firm offers discretionary asset management, financial planning, and consulting services using a blend of Fundamental and Technical analysis alongside Modern Portfolio Theory.

Benjamin Batt is a financial advisor with Phillips Financial in Fort Wayne, IN, holding a Series 65 designation and eight years of industry experience. He has been with Phillips Financial since 2014. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a strategic, index-oriented investment approach using mutual funds, ETFs, and tailored model portfolios, and offers services such as financial planning, discretionary investment management, retirement-plan services, and access to private capital opportunities.

Casey Weade is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at Howard Bailey Securities, LLC since 2016. Prior to this, he worked at Global Financial Private Capital from 2011 to 2017. Outside of his advisory role, he is president of Rainmaker Marketing Solutions, LLC, a marketing consulting and advertising agency. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, and small businesses. The firm uses Fundamental and Technical analysis along with Modern Portfolio Theory, focusing on retirement planning, portfolio construction, and periodic monitoring and rebalancing.

Erin Martin is a Series 66-licensed financial advisor with Phillips Financial Management LLC in Fort Wayne, IN, where she has worked since 2007. She has 19 years of industry experience. In addition to her advisory role, she is an independent insurance agent for various companies. Phillips Financial Management is a multi-team SEC-registered advisory managing approximately $2.21 billion for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a strategic, index-oriented investment approach using mutual funds, ETFs, and tailored model portfolios, supplemented by sub-advisors and an automated Betterment-based offering for smaller accounts.

Thomas Badders is a financial advisor at TradeWell Tax & Financial with a Series 65 designation and three years of industry experience. His background includes roles at Tradewell Securities LLC, Secure Asset Management, Indiana Tax Advisory Group, and service in the United States Air Force from 2014 to 2023. He is also involved in recommending insurance products to clients. TradeWell Tax & Financial serves individual and high-net-worth households with personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships, tax-aware asset management, and operates as an ERISA fiduciary with the ability to serve as a Section 3(38) investment manager for plan assets.

Chad Burch is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Phillips Financial in Fort Wayne, IN. He has been with Phillips Financial Management, Phillips Benefits Advisors, and Phillips Financial Services since 2004. Outside of his advisory role, he acts as an independent insurance agent for various companies. Phillips Financial Management, LLC is a multi-team SEC-registered 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 philosophy with tailored model portfolios, periodic rebalancing, and offers both discretionary and automated investment solutions.

Gary Zoller is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Meert/Zoller Financial Group since 2002 and joined Apple Tree Asset Management in 2023. Outside of his advisory roles, he owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular portfolio reviews and may co-manage accounts with third-party advisers while maintaining client relationships.

Brendan Ryan is a financial advisor at Phillips Financial with a Series 65 designation and one year of industry experience. Prior to joining Phillips Financial Management, he worked for 15 years at Teacher Created Materials. 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 offers comprehensive financial planning, investment management, retirement plan services, and access to private investments, employing a strategic, broad-asset-class approach primarily through mutual funds and ETFs.

Duncan Bowie is a Certified Financial Planner® at Phillips Financial with three years of industry experience. Prior to joining Phillips Financial Management, LLC, he worked at CX Institutional, PNC, Aldi, and held roles at Indiana University and the Jacobs School of Music. Phillips Financial Management, LLC is a multi-team SEC-registered advisory managing over $2 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, periodic rebalancing, and offers both discretionary and automated investment options.

Andrew Barnes is a financial advisor at Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. He has worked in various roles including at Indiana Wesleyan University and Ambassador Enterprises. Barnes also operates a sole proprietorship providing insurance assistance, helping clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and institutional clients, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies with tailored asset allocation and periodic portfolio reviews.