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.

Kameron Helmuth is a CFP® professional with 14 years of experience in the financial services industry, currently serving at Vestia Personal Wealth Advisors. His prior roles include positions at The State Bank and Trust Co, Cetera Investment Services LLC, and PNC Investments. Outside of advising, Helmuth is involved as treasurer of a nonprofit social club focused on barbecue and manages a wristwatch sourcing and sales venture. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment principles and combines discretionary management with sub-advisors and technology-driven solutions, also providing access to alternative and private investments through a dedicated platform.

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.

Cameron Heasley is a CFP® professional with 16 years of industry experience, currently serving at Vestia Personal Wealth Advisors since 2018. He previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2009 to 2017. In addition to his advisory role, Heasley is involved in leadership positions across multiple affiliated entities, including venture capital and consulting services focused on investment management. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach that incorporates in-house management, third-party sub-advisors, and technology solutions, and manages approximately $1.06 billion for nearly 4,000 clients.

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.

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.