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.

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.

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.

Brooks Smith is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Thrivent Financial, Lincoln Financial Group, and Huntington University. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary strategies, utilizing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

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.

Cindy Houser is a financial advisor with Thrivent Advisor Network, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2020. Outside of her advisory role, she plays the organ for her church on a periodic basis and co-owns a 75-acre row crop farm. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations, offering customized, long-term focused portfolio management primarily using low-cost mutual funds, ETFs, and fixed-income securities. The firm operates as a subsidiary of Thrivent Financial for Lutherans, integrating investment and insurance product options alongside affiliated entities.

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.

Andrew Barthel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been affiliated with Thrivent Financial and its related entities since 2016. Outside of his advisory role, Barthel serves as Vice Chairman of St. Paul Lutheran Church and is a board member of Lutheran Ministries of Mercy. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Eric Pio is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, LLC, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, utilizes model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its research and recommendations.

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.

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.

Lance Moquin is a financial advisor at Archer Investment Corporation with a Series 65 credential and one year of industry experience. Prior to joining Archer, he worked at Fluid Routing Solutions for seven years and has operated Moquin Accounting & Tax, LLC since 2020. Archer Investment Corporation provides investment management services primarily to individual clients across a wide range of net worth levels, offering diversified portfolios including separately managed accounts and proprietary mutual funds. The firm also partners with accountants and CPAs through a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Andrew Baker is a financial advisor with Larson Financial Group, LLC in Fort Wayne, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it incorporates AI-assisted tools alongside human review in its advisory process.

Jason Frank is a CFP® with 30 years of experience in the financial services industry, currently with LaSalle St. Investment Advisors, L.L.C. in Fort Wayne, IN. He has been with La Salle St. Securities, Inc. since 1996. Outside of his advisory role, he is involved in selling fixed insurance through Frank Financial Group. LaSalle St. Investment Advisors provides personalized, 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 management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

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.