Bruce Patterson is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has worked at Harbour Investments since 2016, with prior roles at Compass Financial Advisors and Venture Wealth Advisors. Outside of his advisory career, Patterson volunteers as a basketball coach for Gym Rats Indiana and at Churubusco High School. 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 multiple investment strategies tailored by individual advisors and third-party managers.

Nicholas Wheeler is a Series 65-licensed financial advisor at 49 Financial with three years of industry experience. His prior roles include positions at Cerity Partners LLC and Fruitful, LLC. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios, and provides both project-based and ongoing planning alongside discretionary portfolio management.

Gregory Shirk is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Raymond James & Associates and Merrill prior to joining LaSalle St. Investment Advisors in 2013. Outside of his advisory role, he volunteers at LaOtto Community Park. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Jamie Mitchell is a Series 65-licensed financial advisor with SYM Financial Advisors in Fort Wayne, IN, where he has worked since 2015. He has three years of industry experience. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party automated platforms.

Timothy Oberley Sr. is a financial advisor with Independent Wealth Network, Inc. in Ft. Wayne, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has previously worked at Lasalle St. Securities, L.L.C. and Ohio National Financial Services. Outside of advisory work, he owns and operates Capital Insurance & Financial Services, LLC, which focuses on life and fixed insurance products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, third-party manager access, and advisory support for held-away accounts, tailoring investment strategies to client goals and risk tolerances.

Brooks Gerke is a CFP® professional with seven years of industry experience, currently serving as a wealth advisor at Thrivent Advisor Network, LLC. He has held multiple roles within the Thrivent organization since 2018 and also worked at Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network serves a diverse client base including individuals, families, and institutions, offering customized portfolio management and financial planning with an emphasis on low-cost diversified mutual funds and ETFs.

Joshua Millard is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following three years at Neidiger, Tucker, Bruner Inc. He is also principal of Millard Financial Group, which provides life and health insurance services. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily through model portfolios, unified managed accounts, and separately managed accounts.

Bryan Weisman is a CFP® professional at Fifth Third Securities, Inc. with 11 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020 and previously held roles at Bank of America and Merrill from 2014 to 2020. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Laura Scheppele is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at LPL Financial LLC, Cadaret, Grant & Co., Inc., Lincoln Financial Network, and Ameriprise Financial Services, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals, risk tolerance, and time horizons.

Jeffrey Shelton is a financial advisor at Kestra Advisory with 35 years of industry experience. He has worked at firms including Usa Financial Securities Corporation and Comprehensive Asset Management & Servicing, and founded Shelton Financial Group. Outside of advising, he serves as Board President of Norwell Baseball Club and Zanesville Community Park, and owns a wedding and event center. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Curtis Holland is a CFP®-credentialed financial advisor with three years of industry experience. He currently works with TLG Advisors, Inc. in Fort Wayne, IN, and has prior experience at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory work, he mentors and assists in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, offering services through a network of independent advisors and sub-advisors, as well as a direct-to-consumer digital platform called Starlight Portfolios.

Michael Wright is a financial advisor with Valic Financial Advisors in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2012 and also holds a position with Agia. Outside of his advisory work, he owns and operates a flooring sales business in Fort Wayne. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dalton Atchison is a CFP® professional with eight years of industry experience, currently serving at Farther since 2026. Prior to Farther, he worked at Mountain Peak Wealth Advisors for nine years and briefly at Runners Forum. Outside of his advisory work, he is involved with Presley Tax Services, LLC, where he supports tax preparation activities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Douglas Roller is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following a three-year tenure at Neidiger, Tucker, Bruner Inc. Outside of his advisory role, he is involved as an insurance agent specializing in fixed annuities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jonathan Leman is a CFP® and ChFC® with 33 years of industry experience. He is affiliated with Commonwealth Financial Network and has been the owner of Leman Financial Advisors, Inc. since 2001. Outside of his advisory activities, he is a travel services solicitor for Roho Ya Chui, B.V., based in Johannesburg, South Africa. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Steven Van Wyngarden is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Profed Financial Advisors. He also operates as an insurance agent in non-variable insurance and is a partner in Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

Roger Werling is a financial advisor at SPC with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has been with SPC since 2011. Werling is also licensed to sell all lines of insurance, including fixed index annuities, through his involvement with Werling Financial Group. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets with over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Drew Davis is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Millard Financial Group, Outdoor Concepts, and Fort Wayne Community Schools. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Matthew Barnes is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Cetera Advisor Networks LLC and longstanding involvement with S & M Associates, LLC and ProFed Financial Advisors, LLC. Outside his advisory work, he has served as a notary public since 1988. United Planners Financial Services is a national wealth-management firm with over $12 billion in assets under management and a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports its independent advisors with a variety of custodial and platform options and primarily manages client assets on a non-discretionary basis.

Michael Ziembo is a Series 65-licensed financial advisor with Cetera Planning Partners in Fort Wayne, Indiana, bringing two years of industry experience. He has previously worked at Avantax Planning Partners and serves as a managing director at Baden, Gage & Schroeder, a large certified public accounting and business consulting firm in Indiana. Ziembo is also a board member of Erin's House for Grieving Children, a nonprofit organization supporting children through grief. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach aligned with clients’ objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.