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.

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.

Emma Bontrager is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at Ernst & Young and Crowe LLP. 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 applies evidence-based investment principles and utilizes both in-house and third-party management strategies, while also offering access to alternative and private investments.

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.

Hunter Terrell is a financial advisor at Phillips Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Wise Insurance and Indiana Wesleyan University. 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, and offers a range of services from discretionary investment management to retirement-plan consulting and access to private capital opportunities.

Michael Simpson is a financial advisor with Compass Financial Advisors LLC in Fort Wayne, IN, holding a Series 63 designation and over 26 years of industry experience. He has worked at Compass Financial Advisors since 2002 and previously at Harbour Investments, Inc. and BRSZ Personal Financial Planning Group, Inc. Simpson serves as a board member for Vincent Village and Summit Equestrian, both nonprofit organizations. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold strategies with tactical monitoring, offering financial planning, portfolio supervision, and retirement plan advisory services.

Christopher Slyby is a CFP® professional with nine years of experience in financial advising. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Slyby holds Series 63 and Series 65 licenses and is based in Fort Wayne, IN. 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 utilizes strategic and tactical asset allocation approaches and employs model portfolios, including those developed using BlackRock Fund Advisors’ Aladdin® Platform.

Melanie Colwell is a CFP® professional with 18 years of experience in financial advising. She has been with Galecki Financial Management Inc since 2005. The firm operates as a team of six advisors based in Fort Wayne, IN. 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, employing a diversified, asset-allocation-driven investment approach overseen by an internal committee of CFP® professionals.

Wesley Phelps is a financial advisor with TradeWell Tax & Financial in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Tradewell Securities LLC, Secure Asset Management, Farm Bureau Marketing Securities LLC, and Prudential. He is also an owner of Liagan Brothers Corporation, through which he recommends insurance products to consumers. TradeWell Tax & Financial advises individual and high-net-worth households, providing personalized financial planning and discretionary portfolio management. The firm emphasizes documented client relationships, tax-aware asset management, and serves as an ERISA fiduciary with capabilities as a Section 3(38) investment manager when appointed.

Darin Archbold is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of his advisory role, he is involved in managing fixed insurance products. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios, discretionary programs, and third-party manager recommendations, employing both strategic and tactical investment approaches.

Nathan Burk is a financial advisor with Larson Financial Group, LLC and holds a Series 66 designation. He has prior experience as a program director at the Ron Blue Institute, where he oversaw CFP/CKA coursework, acted as an enrollment and academic advisor, and instructed assignments. Burk’s industry experience began in 2025 following roles in education and other sectors. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, including option overlays and separately managed accounts.

Sean Mcconnell is a financial advisor at Principal Advised Services in Fort Wayne, IN with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Principal Advised Services and Principal Financial Services in 2025, he worked at Lincoln Financial Advisors and Lincoln Financial Distributors, Inc. from 2013 to 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and is part of the Principal Financial Group family, allowing operational integration with affiliated entities and access to a range of proprietary financial products.

Zack Troyer is a financial advisor at Impact Partnership Wealth, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Impact Partnership Wealth, he worked at Indiana Wesleyan University and in secondary education. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management through a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Donald Dormeier is a financial advisor at Kingsview Wealth Management, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including its internally managed Monarch ETFs, and offers access to a broad range of investment instruments and third-party managers.

David Kern is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Concorde Asset Management, LLC since 2014 and also has longstanding ties to Advantage Financial Planning dating back to 1987. Outside of his advisory roles, Kern is a member of The Flying Circuits, a remote control flying club. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs and ERISA plan advisory.

Matthew Brady is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He is also the President and CEO of Brady Benefits & Associates, LLC, where he has advised businesses on employee benefits, including 401(k), 403(b), individual IULs, and annuities since 2011. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, provides alternative and private investment options, and offers a web-based asset management platform for independent advisers.

Nora Beauchot is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with Founders Financial Securities since 2013. Outside of her advisory role, she serves on the finance subcommittee for Most Precious Blood School, volunteers on the grants committee for the Community Foundation of Whitley County, and is a board member and music chair for Kingdom Builders, a women's apostolic mission in Fort Wayne, IN. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches, with programs incorporating mutual funds, ETFs, model allocations, and sub-advised strategies.