Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.

Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.

Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of Krouse Stureman & Associates, Inc. in Fort Wayne, IN, and has held advisory and ownership roles with Krouse Kern Wealth Management, Inc. since 2004. He is also owner and agent of KK Risk Management, LLC, a licensed insurance agency. Krouse Stureman & Associates provides personalized financial planning and investment advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on asset allocation, diversification, and periodic rebalancing, typically utilizing passively managed, institutional-class mutual funds.

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

Bond Munroe Bell is a financial advisor at Bond Bell & Co. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Cetera Wealth Services. He is also the owner of Bell Asset Management LLC, a financial services business. Bond Bell & Co provides portfolio management, integrated financial planning, and family-office consulting for individuals, high-net-worth clients, and business entities. The firm creates tailored Investment Policy Statements, applies various analysis techniques for asset selection, and offers both long- and short-term trading strategies, including the use of margin and options.

Jordan Wise is a CFP® professional with 14 years of experience in financial advising. He is the principal of Wise Wealth Management in Fort Wayne, IN, and has previously worked at Goldman Sachs and ETF firms such as WisdomTree Capital. Outside of advising, he is part owner of Guardia Trust Insurance LLC and serves as a Strategy Associate for Wise Insurance Agency, Inc. Wise Wealth Management provides discretionary portfolio management and a range of financial planning services for individuals, high-net-worth clients, and small businesses. The firm’s investment approach centers on passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide asset allocation and tactical adjustments.

Thomas Diem is the principal of Diem Wealth Management in Fort Wayne, IN, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has operated his independent advisory practice since 2012, building on a career that began in 1989. In addition to his advisory work, he spends approximately 20% of his time as an independent insurance agent, focusing on life insurance, long-term care insurance, and fixed annuities. Diem Wealth Management serves individuals, high-net-worth clients, and corporations, providing financial planning, consulting, educational seminars, and co-advisory services. The firm implements investment strategies primarily through third-party managers and the Matson Money platform, emphasizing an asset-allocation approach based on Modern Portfolio Theory and efficient-market principles.

Noel Knox is a financial advisor at SOLVE Consulting Group, LLC in Fort Wayne, IN, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and worked previously at Monarch Capital Management, Inc. for 16 years. Knox is also a lawyer, though he does not actively practice law or provide legal advice to clients. SOLVE Consulting Group offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored portfolio management and comprehensive financial consulting. The firm’s investment approach combines fundamental analysis and modern portfolio theory, generally pursuing a long-term strategy with a focus on equities, fixed income, ETFs, and select international securities.

Robert Anweiler is a CFP® professional with 27 years of industry experience. He is the sole advisor at Anweiler Financial Management, LLC, an independent firm he has led since 1998. Outside of financial advising, he owns a non-investment related import business and serves as president of a manufacturing firm. Anweiler Financial Management LLC is a fee-only, state-registered independent advisory firm serving individual and corporate clients. The firm offers continuous investment supervisory services, comprehensive financial planning, consulting, and in-house tax planning and preparation, managing portfolios largely on a non-discretionary basis using a variety of investment strategies.

Spencer Yackee is a financial advisor at Yackee Potempa & Smalley Asset Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Entrust Capital Management, where he was involved in renewable energy investment projects. Yackee Potempa & Smalley Asset Management provides portfolio management services to individual investors, trusts, and foundations, utilizing both fundamental and technical analysis to tailor strategies to client objectives and risk tolerances. The firm manages a small number of discretionary accounts and employs a range of investment techniques including short-term trading and derivative instruments.

David Meyer is a Series 65-licensed financial advisor at Monarch Capital Management Inc with 27 years of industry experience. He has been with Monarch Capital Management since 1994. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term ownership of individual stocks and high-quality bonds with diversification and a laddered bond maturity strategy to manage risk.

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

George Donner is a CFA® charterholder with 27 years of industry experience. He has been with Monarch Capital Management Inc since 1998. Monarch Capital Management Inc provides discretionary portfolio management for individuals, trusts, foundations, charitable organizations, and businesses. The firm focuses on long-term ownership of individual stocks and high-quality bonds, employing diversification and a laddered bond maturity strategy to manage risk.

John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.

Roger Summers is a financial advisor with Haley & Summers Wealth Management, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with THE O.N. Equity Sales Company since 1992 and operates Summers Financial Services, Inc. since 1984. In addition to his financial advisory work, Summers is also an attorney who assists clients with wills and trusts. Haley & Summers Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary, actively managed portfolios tailored to clients’ risk profiles and life stages, employing fundamental and technical analysis across a range of investment vehicles.

Adam Beard is a Series 65-licensed advisor at Monarch Capital Management Inc with seven years of experience in the financial industry. He has worked at Monarch since 2019 and previously held roles at SYM Financial Advisors, Parkview Health, and Financial Planning Services. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term ownership of individual stocks and high-quality bonds, using diversification and a laddered bond strategy to manage risk, and manages approximately $476 million across about 166 client relationships.

Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Michael Mohlman is a financial advisor at San Blas Advisory, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and Spire Securities. He also assists clients with asset allocation for their charitable funds through Fidelity Charitable on a non-compensated basis. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $219 million across 664 accounts. The firm employs a combination of fundamental, technical, and qualitative analysis in its investment approach, offering discretionary and non-discretionary portfolio management alongside various financial planning services.