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.

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.

Brad Jeffrey is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Lincoln Financial Group for 16 years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing low-cost diversified mutual funds and ETFs alongside other investment options.

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.

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Ian Dick is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, holding a Series 66 designation with 23 years of industry experience. He has worked at Harbour Investments since 2016 and at Venture Wealth Advisors since 2020. Additionally, he is an independent insurance agent, which includes activities related to equity indexed annuities. Harbour Investments serves a diverse client base including individual, trust, pension, 401(k), and institutional clients. The firm offers a range of portfolio management and financial planning services, employing varied investment approaches tailored by advisers and approved third-party managers.

Scott Shepherd is a financial advisor at NWF Advisory Services Inc with 16 years of industry experience. He previously worked at Edward Jones for 15 years and has been associated with The Ameriflex Group and OSAIC since 2024. Shepherd also operates an independent advisory business under the name Shepherd Legacy Financial and holds a license as an insurance agent. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with strategic long-term and tactical investment approaches.

Buff Dormeier is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Kingsview since 2019 and previously spent seven years at Wells Fargo Advisors. Dormeier is also an author, publishing a book for the Wharton School and promoting related software through his company, Volume Analysis LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led strategies and model-based portfolios, including its internally managed Monarch ETFs.

Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of advisory work, he serves on the Board of Directors for Concordia Lutheran High School, overseeing governance of its $26 million endowment. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Cameron Collier is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including 12 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has worked at Purshe Kaplan Sterling Investments since 2022. Outside of advisory work, he volunteers with the Adams Central Football Booster Club, serves on the Adams County Sheriff's Merit Board, and participates in the Senator Jim Banks Service Academy Selection Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation strategies and various overlay and automated investment platforms.

Sara Provines is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Howard Bailey Financial, Commonwealth, and Reimbold & Anderson. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and third-party investments.