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.

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.

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.

Jesse Shepherd is a financial advisor at NWF Advisory Services Inc with five years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and The Ameriflex Group. In addition to his advisory role, he is involved in a fixed insurance business and operates Shepherd Legacy Financial as a DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of investment programs through an open-architecture Wealth Management Platform that emphasizes strategic long-term investing alongside tactical strategies.

Logan Timbrook is a CFP® with four years of industry experience. He is currently with SYM Financial Advisors and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc, and LPL Financial LLC. Logan holds a Series 66 license and is based in Fort Wayne, IN. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform of 32 advisors, serving individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach and utilizes mutual funds, ETFs, independent managers, private alternative investments, and option strategies in portfolio construction.

Laura Rowe is a financial advisor with Kingsview Wealth Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Cascade Financial Management. 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 combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

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.

Heather Foster is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments and Foster Financial Services since 2018. Foster is also a director of Faith & Grace Homes, Inc., a nonprofit focused on funding projects for facilities serving homeless girls. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a variety of investment platforms tailored to individual advisor strategies.

Josiah Lederman is a financial advisor with Concorde Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Concorde Asset Management since 2018 and also operates Lederman Insurance, Inc., where he is involved in life insurance sales. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategies across multiple platforms.

Seth Hicks is a financial advisor at WesBanco Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at 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, a nonprofit organization focused on life skills and educational services for underserved youth, and is involved with Rock 4 The Rock Ministry, providing leadership training to youth in worship ministry. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes customized financial planning and portfolio management through non-discretionary, advisor-managed wrap accounts and separately managed programs, employing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Jonathon Pynchon is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with New York Life Insurance Co. and NYLife Securities, LLC. Outside of his advisory role, he operates Pynchon Consulting, LLC, which serves as a pass-through entity for his 1099 income. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutions, offering portfolio management, financial planning, and access to multiple investment platforms tailored to different advisor approaches.