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.

David Wellsand is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Lake City Bank and SAC Finance. 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 integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, supported by third-party technology and a range of specialized strategy portfolios.

Douglas Lockwood is a CFP® professional with 26 years of industry experience, currently serving at CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners, Inc. and LPL Financial, accumulating extensive experience across these firms. Lockwood is also involved with Vespro, a business entity related to CX Institutional for tax and legal purposes. 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 diverse set of asset classes and strategy portfolios.

Wade Miller is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he spent three years at Trine University and held roles at Glen Darin and Messenger LLC. 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 includes fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized portfolios alongside traditional models.

Edison Byzyka is a CFA® charterholder with 13 years of industry experience. He is currently with CX Institutional, LLC, where he has worked since 2018, and previously held roles at CXI Advisors, LLC, LPL Financial, LLC, and Hefty Wealth Partners, Inc. 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and provides technology-enabled consolidated reporting and tax-efficient asset location.

Sydney Kissel is a financial advisor at CX Institutional, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining CX Institutional, Kissel held roles at Hormel Foods, Caterpillar, and John Deere, and is also involved in education as a grader and teaching assistant for an agricultural law course at Purdue University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes.

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.

Layton Ginder is a CFP® professional with 10 years of industry experience currently with CX Institutional, LLC. He previously worked at LPL Financial and Raymond James Financial Services, among other firms. Outside of advising, he is a partner in a family farm operation. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

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.

Bo Potter is a financial advisor with CX Institutional, LLC, holding a Series 65 license and beginning his industry experience in 2026. His prior work includes roles in packaging, education, and golf club operations. 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 that integrates fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Ross Hutton is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Ball State University and Lake City Bank, as well as experience in education and the restaurant industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis. The firm offers specialized strategy portfolios and integrates third-party technology while managing a diverse range of asset classes.

Eli Smith is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Vestil Manufacturing, Messenger LLC, and Four Seasons Landscaping Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and integrates financial planning into select client offerings.