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.

Seth Hicks is a financial advisor at WesBanco Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JP Morgan Chase Bank and JS Products, LLC. Outside of his advisory role, he serves as a board member for The Center for Whitley County Youth, Inc., a nonprofit focused on providing life skills and educational services to underserved youth, and is involved with Rock 4 The Rock Ministry, a religious organization offering leadership training for youth in worship ministry. WesBanco Securities, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes customized financial planning and portfolio management through non-discretionary wrap-fee programs and access to third-party managed accounts, using a tailored investment approach based on clients’ objectives, risk tolerance, and time horizon.

Joshua Sievers is a financial advisor with Savvy located in Fort Wayne, IN, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Savvy in 2026, he spent several years with Bankers Life entities in advisory and insurance producer roles. Outside of his advisory work, he is also a licensed insurance producer appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Brooks Smith is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Larson Financial Group since 2024. His prior experience includes roles at Thrivent Financial, Thrivent Investment Management Inc, Lincoln Financial Group, and Huntington University. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches, offers a range of management programs, and utilizes AI-assisted tools alongside human review in delivering its services.

Graig Stettner is a CFA® charterholder with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Gateway Financial Partners, Advisors' Pride, and LPL Financial. Outside of advising, he volunteers with the Fort Wayne Air Show, serves on the finance committee of Apostolic Christian Church, and holds volunteer roles with Isaiah 55 Ministries, Junior Achievement of Northern Alabama, the Allen County Public Library Foundation, and Canterbury Schools Advisory Council. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers various investment and financial planning services utilizing individualized asset-allocation strategies and employs overlay managers, model-based platforms, and automated programs to implement its investment programs.

Kevin Reed is a financial advisor with Packerland Brokerage Services, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Packerland Brokerage Services since 2016. In addition to his advisory role, he is involved in insurance sales, including life, annuities, and long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Eric Pio is a financial advisor with Larson Financial Group, LLC in Fort Wayne, Indiana. He holds the Series 66 designation and has 11 years of industry experience, all with Larson Financial Securities, LLC and Larson Financial Group, LLC since 2015. Larson Financial Group 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 uses a combination of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, as well as third-party money manager recommendations and AI-assisted tools.

Robert Whicker is a CFP® professional with 23 years of industry experience, currently serving at SYM Financial Advisors since 2007. Prior to this, he worked at Galecki Financial Management Inc for five years. He holds board positions with several nonprofit organizations, including chairman of the Wells County EMS Foundation and memberships on the boards of the Huntington County Foundation, Fort Wayne Museum of Art Investment Committee, and The Wells County Foundation finance committee. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients. The firm serves individuals, qualified retirement plans, charities, and corporate clients through integrated wealth management, financial planning, and portfolio management using a top-down, tactical asset-allocation approach.

Lance Moquin is a financial advisor at Archer Investment Corporation with a Series 65 credential and one year of industry experience. Prior to joining Archer, he worked at Fluid Routing Solutions for seven years and has operated Moquin Accounting & Tax, LLC since 2020. Archer Investment Corporation provides investment management services primarily to individual clients across a wide range of net worth levels, offering diversified portfolios including separately managed accounts and proprietary mutual funds. The firm also partners with accountants and CPAs through a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Andrew Baker is a financial advisor at Larson Financial Group, LLC in Fort Wayne, IN, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Larson Financial Securities, LLC and Larson Financial Group, LLC since 2015. 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 uses a combination of model portfolios and custom discretionary programs featuring strategic and tactical approaches, and incorporates AI-assisted tools alongside human review in its process.

Jason Frank is a CFP® with 30 years of experience in the financial services industry, currently with LaSalle St. Investment Advisors, L.L.C. in Fort Wayne, IN. He has been with La Salle St. Securities, Inc. since 1996. Outside of his advisory role, he is involved in selling fixed insurance through Frank Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Nicholas Wheeler is a financial advisor at 49 Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at Cerity Partners LLC and Fruitful, LLC. 49 Financial serves individual and institutional clients with comprehensive financial planning, retirement-plan consulting, and investment management, utilizing a disciplined, long-term diversified asset allocation approach influenced by Modern Portfolio Theory. The firm also offers tiered fractional family office services and maintains notable third-party and referral relationships.

Gregory Shirk is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Raymond James & Associates and Merrill prior to joining LaSalle St. Investment Advisors in 2013. Outside of his advisory role, he volunteers at LaOtto Community Park. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Jamie Mitchell is a Series 65-licensed advisor with SYM Financial Advisors in Fort Wayne, IN, where he has worked since 2015. He has four years of industry experience. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including high-net-worth individuals, qualified retirement plans, charities, and corporations. The firm uses a top-down, tactical asset-allocation approach and employs various investment strategies including model portfolios, mutual funds, ETFs, and private alternative investments.

Timothy Oberley Sr. is a financial advisor with Independent Wealth Network, Inc. in Ft. Wayne, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has previously worked at Lasalle St. Securities, L.L.C. and Ohio National Financial Services. Outside of advisory work, he owns and operates Capital Insurance & Financial Services, LLC, which focuses on life and fixed insurance products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, third-party manager access, and advisory support for held-away accounts, tailoring investment strategies to client goals and risk tolerances.

Bryan Weisman is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. in Fort Wayne, IN. His career includes six years at Fifth Third Securities and Fifth Third Bank, as well as six years with Bank of America and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, utilizing third-party portfolio managers and advisor-directed strategies to accommodate varying risk profiles and investment preferences.

Laura Scheppele is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at LPL Financial LLC, Cadaret, Grant & Co., Inc., Lincoln Financial Network, and Ameriprise Financial Services, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals, risk tolerance, and time horizons.

Jeffrey Shelton is a financial advisor at Kestra Advisory with 35 years of industry experience. He has worked at firms including Usa Financial Securities Corporation and Comprehensive Asset Management & Servicing, and founded Shelton Financial Group. Outside of advising, he serves as Board President of Norwell Baseball Club and Zanesville Community Park, and owns a wedding and event center. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Curtis Holland is a CFP® with three years of industry experience currently affiliated with TLG Advisors, Inc. He has previously worked at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory role, he serves as a mentor assisting in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program, Starlight Portfolios.