Patrick Hoffman is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Simplicity Investments, Lincoln Financial, Truist, Vanguard, Bank of America, Merrill, and Legg Mason. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Sydney Cale is a CFP® and Series 66-licensed advisor with nine years of industry experience. They have worked at Mariner Wealth Advisors since 2024, following seven years at SYM Financial Advisors and one year at Axa Advisors, LLC. Sydney volunteers teaching financial education at Junior Achievement of Northern Indiana and serves on the boards of First Fridays Fort Wayne and All for One Productions, as well as a trustee for Life Community Church. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities through discretionary, customized portfolios supported by a combination of in-house research and third-party managers.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Nathan De Vaux is a financial advisor with Kestra Advisory holding CFP®, Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Kingdom Collective and Crossview Church. He is also involved with The Shelton Financial Group, where he provides financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves large institutional investors and provides access to multiple management platforms and complex investment solutions.

Jennifer Brown is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at GWFS Equities, INC, Corsica Technologies, and Nationwide Investment Services Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has one year of industry experience and has worked at Capital Advisory Partners, LLC and as a self-employed advisor. His background also includes roles at EY and Indiana University. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform.

Nathan Shelton is a CFP® with nine years of experience in the financial services industry. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having joined in 2023. His prior experience includes roles at USA Financial Securities Corporation and Shelton Financial Group, where he maintained ongoing servicing and client development activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad range of clients, including large institutional investors, and supports recommended investments with comprehensive due diligence.

Austin Presley is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mountain Peak Wealth Advisors, LLC, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

David Livingston is a financial advisor at Fifth Third Securities, Inc. in Fort Wayne, IN, with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Fifth Third since 2008. Outside of his advisory role, he is engaged in family photography in New Haven, IN. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple program types and third-party portfolio managers through its Passageway Managed Account Program, combining advisor-directed models with strategies such as SMA, tax overlay, and direct indexing.

Clark Newell is a financial advisor at TLG Advisors, Inc. based in Fort Wayne, IN, holding a Series 66 designation with 20 years of industry experience. His prior work history includes roles at Lincoln Financial Advisors from 2014 to 2024 and Lincoln Financial from 2024 to present, as well as a position at Simplicity Investments starting in 2026. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm’s investment approach emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both traditional advisory services and a digital program called Starlight Portfolios.

Jaime Gerber is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, FM Investments, and Raymond James Financial Services, among other firms. Outside of advisory services, he is involved in the sale of fixed insurance products and provides customer service for auto and home insurance through Bixler Insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions, offering portfolio management, financial planning, and retirement plan services. The firm employs a discretionary investment approach guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Tracy Mchale is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work history includes roles at MML Investors Services and UFinancial Group/Mass Mutual. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through various platforms and investment approaches.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.

Brian Dixon is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes over a decade at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services supported by a comprehensive due-diligence process and multiple custodial and platform partners.

Braden Hoffman is a financial advisor at Empower Advisory Group with Series 63 and Series 65 registrations and two years of industry experience. He has held roles at several firms, including J.P. Morgan Securities and Lincoln Financial Group. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy, where he develops educational materials about neurodiversity for children. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Ronald Covington is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 41 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Edward Jones. Outside of his advisory role, he serves as a board member for the Merom Institute, a faith-based camp and retreat center, and volunteers on the Finance Committee at the Rescue Mission in Fort Wayne. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Marsha Harris is a financial advisor with Brookstone Capital Management LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Unified Wealth and Retirement Planning and Brookstone Capital Management since 2009. Harris is also involved in insurance sales, focusing on long-term care, disability, and annuities, and provides tax preparation services for existing clients. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios, unified managed accounts, and various investment strategies.

John Michael Boger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes prior roles at Northwestern Mutual, Eagle Strategies (NY Life), and Conduent Business Services. Outside of his advisory role, he works part-time with food delivery platforms including Instacart, Uber Eats, and DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Zachary Fiandt is a CFP® professional with 12 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with PNC Private Bank, Cetera, and Lake City Bank. Outside of his advisory role, he is involved in a business related to luxury automobiles in Northeast Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management strategies.

Aimee Davis is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory work, she serves on the reunion committee for Bishop Dwenger High School, managing funds and organizing events for her alma mater. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk profiles.