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.

Joseph Sullivan is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 designation and currently based in Fort Wayne, IN. He has experience spanning several firms since 2009, including Lincoln Financial Group, Howard Bailey Financial, Foster Financial Services, and Troyer Retirement. Sullivan has been with Impact Partnership Wealth since 2026. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of investment strategies and a broad affiliated-entity ecosystem.

Kevin Reed is a financial advisor with Packerland Brokerage Services, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Packerland Brokerage Services since 2016. In addition to his advisory role, he is involved in insurance sales, including life, annuities, and long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

William Ternet is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining CX Institutional, he served in roles with the City of Auburn and the County of DeKalb. 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 using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Elizabeth Tulloch is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at Galecki Financial Management and Lincoln Financial Group, among others. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Dustin Tirpak is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of industry experience. His prior roles include positions at Rothberg Logan Warsco, LLP and Lincoln Financial Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes both wrap and non-wrap program structures. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and integrates financial planning with technology tools to support client portfolios.

Ryan Hoch is a CFP® professional with 14 years of industry experience, affiliated with Invst, LLC in Fort Wayne, IN. His work history includes roles at Jarred Bunch Consulting, LLC, Primerica Advisors, and Guardian Life Insurance Company. He also operates Hoch Insurance Agency, Inc., where he serves as a commercial account executive specializing in employee benefits. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and integrates insurance brokerage services alongside its wealth management offerings.

Diedre Matheny is a financial advisor at CX Institutional, LLC with five years of industry experience. She holds the Series 65 designation and has worked at Credent Wealth Management since 2020. Outside of her advisory role, she is involved with Bryler Lane Winery as a shift manager and server. CX Institutional serves individuals, 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 utilizing fundamental, quantitative, and technical analysis, and offers specialized investment strategies alongside technology-enabled reporting and account management.

Robert Whicker is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2007. He holds Series 63 registration and is based in Fort Wayne, IN. Whicker is involved in several community and charitable organizations, including chairing the board of the Wells County EMS Foundation and serving on the boards of the Huntington County Foundation, Fort Wayne Museum of Art, and The Wells County Foundation, Inc. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios and various investment vehicles.