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.

Stacy Hefty is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining CX Institutional in 2018, Hefty worked at Hefty Wealth Partners, Inc. and LPL Financial. Outside of advising, Hefty is involved in agricultural business operations through ownership of farm-related entities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management and financial planning through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of investment vehicles.

Heston Terzo is a financial advisor at CX Institutional, LLC with a Series 65 designation and no prior industry experience. His background includes roles outside finance, such as operating Lincoln Speakeasy Taproom and work in education and power systems. 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. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized portfolios and integrating financial planning with advanced technology tools.

Brady Mc Bride is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CX Institutional since 2021. Prior to that, he held roles in mortgage lending and various other positions outside the financial industry. 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. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

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.

Tyler Rickert is a Series 65-licensed financial advisor at CX Institutional, LLC with three years of industry experience. Prior to joining CX Institutional, he worked at Saint Francis and Ivy Tech. Outside of finance, he owns and operates Kustom Apparel, a screen printing and embroidery business. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Caleb Doane is a financial advisor with Harbour Investments, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. He has prior experience at Treacy & Company and currently serves as treasurer for the nonprofit Faith and Grace Homes, Inc. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Blake Scheer is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and one year of industry experience. He has previously worked at Osaic Wealth, Inc. and Miller Christian and Zwiebel Asset Management Corp. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach and integrates third-party technology to provide consolidated reporting and tax-efficient asset location.

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.

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.

Braeden Hall is a financial advisor at CX Institutional, LLC with a Series 65 credential and no prior industry experience. His background includes roles with the Indianapolis Colts, Fort Wayne Tincaps, and Escuela Universitaria Real Madrid, among others. 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, and offers access to thematic investment strategies, structured products, and specialized private funds.

Brian Neal is a financial advisor at CX Institutional, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Wealth Partners, LLC, LPL Financial, and Hefty Wealth Partners, Inc. Mr. Neal has been involved in client transition services between CX Institutional and Personal Wealth Partners. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.