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.

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.

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.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Ash Brokerage for eight years. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supplemented by third-party technology for reporting and tax-efficient asset location.

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.

Nicholas Mc Kinley is a financial advisor at CX Institutional, LLC with a Series 65 license and no prior industry experience. His background includes roles in education, healthcare, and steel manufacturing before joining CX Institutional in 2026. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform that combines fundamental, quantitative, and technical analysis across various asset classes. The firm also offers specialized investment strategies and integrates third-party technology for consolidated reporting and tax-efficient asset management.

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.

Adam Gottschalk is a CFP® professional with three years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Prior to joining CX Institutional, he worked at Passage Wealth for three years and held positions in education at Spring Arbor University and Concordia Lutheran High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm employs a blend of fundamental, quantitative, and technical analysis across various asset classes and offers thematic and specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

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.

Cameron Magoon is a financial advisor at CX Institutional, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Touchstone Securities, IFS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Magoon serves as a referral consultant for Talemed, a company that places nurses in travel assignments. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with 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 various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Alisha Norris is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at CX Institutional, LLC since 2022. Prior to joining CX Institutional, she worked at LPL Financial and Dekko Investment Services from 2013 to 2022. She is involved in the community as a member of the Investment Committees for Junior Achievement of Northern Indiana and the Community Foundation of Greater Fort Wayne. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across a diverse range of asset classes, supplemented by third-party technology for reporting and tax-efficient asset management.

Tanner Echenoz is a financial advisor at CX Institutional, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Ash Brokerage and Kelley Automotive. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes.

David Hefty is a CFP® professional with 27 years of industry experience, currently with CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners from 2006 to 2018 and at LPL Financial, LLC from 2002 to 2020. Outside of advising, he is involved in family farming operations through Acacia Ranch, Inc. and Hefty Farms, LLC. CX Institutional serves individuals—including high-net-worth clients—as well as charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that combines fundamental, quantitative, and technical analysis across various asset classes and offers thematic strategies, structured products, and access to private investment funds.