Steven Post is a financial advisor with Pathway Financial Advisers, LLC in Auburn, Indiana, holding a Series 65 credential and over 13 years of industry experience. He has been with Pathway Financial Advisers since 2012 and has operated an accounting and tax professional practice through Pfister and Miller, Inc. since 1974. Additionally, he manages trust services as the trustee of Steven E. Post, LLC. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a documented investment policy, combines fundamental and technical analysis, and manages roughly $443 million across about 759 client relationships.

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.

Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.

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.

Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.

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.

Austin Miller is a financial advisor with Pathway Financial Advisers, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Pathway since 2014 and is also a partner in Pfister & Miller Inc., an accounting and tax professional practice. Outside of financial advising, Miller is involved in grain farming through Lace & Ace Farms, LLC. Pathway Financial Advisers is a team-structured registered investment adviser managing approximately $524 million for roughly 815 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans, using both fundamental and technical analysis in its investment approach.

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.

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.

Andrew Renninger is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at ProFed Credit Union and served in educational roles at Purdue University as well as Norwell High and Middle Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a broad range of investment types and integrates third-party technology for consolidated reporting and tax-efficient asset management.