Matthew Ringler is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Lakeland Investment Advisors, LLC. He has worked at Lakeland Investment Advisors since 2011 and has been associated with Harris Investor Services, Inc. since 2007. Ringler holds licenses to offer life insurance and fixed annuities in Indiana and Florida and acts as an independent contractor broker between clients and various companies. Lakeland Investment Advisors is an independent registered investment adviser providing discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory approach, emphasizing low-cost ETFs, indexed mutual funds, and individual bonds, with a focus on keeping portfolio expenses below 0.50%.

Henry Schacht is the sole advisor at Devotion Capital Management in Granger, Indiana, holding the CFA® designation and Series 65 license with 24 years of industry experience. He founded Schacht Value Investors, LLC in 2002 and has been involved with Schacht and Company, Inc. since 1995. Outside of financial advising, he is a shareholder and advisor to a family citrus production and sales business. Devotion Capital Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients, managing approximately $38 million in assets. The firm employs a value-investing approach centered on fundamental analysis and a margin-of-safety buy discipline, maintaining relatively concentrated, all-cap portfolios with internally generated research and low turnover.

Edward Bails is a CFP® with 29 years of industry experience and currently serves as the sole advisor at Fortified Wealth in Elkhart, IN. Prior to founding Fortified Wealth Advisors, LLC in 2024, he held advisory roles at firms including Enlightened Finance LLC, AE Wealth Management, Arbor Point Advisors, and Securities America. He is also the owner and president of B2 Financial, Inc., an insurance agency. Fortified Wealth is an independent investment adviser providing discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach primarily using ETFs and allows for individual equities, bonds, mutual funds, and alternative investments, with continuous account monitoring and annual formal reviews.

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

Aaron Coates is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Relevant Financial Advisors LLC. His prior roles include positions at Valeo Financial Advisors, Relevant Financial Planning, and Compass Wealth Advisors. Relevant Financial Advisors provides independent financial planning and investment management for individuals, families, trusts, and retirement plans. The firm employs a core-and-satellite investment approach with discretionary portfolio management, uses third-party research, and occasionally incorporates options and derivatives strategies tailored to client risk profiles.

Earl Brown Orth is a financial advisor at Pathway Asset & Tax Advisory with one year of industry experience. He holds the Series 66 designation and has prior work experience in financial services and healthcare-related companies. Pathway Asset & Tax Advisory provides investment advisory services to individuals, trusts, and small pension plans, offering both discretionary and non-discretionary portfolio management as well as pension consulting. The firm combines investment management with accounting, tax advisory, and insurance services, utilizing diversified portfolios with occasional tactical adjustments.

Richard Horner Jr. is a financial advisor with Atlantis Wealth Advisors LLC in Elkhart, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Atlantis Wealth Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Horner is involved in community service through the Elkhart Breakfast Optimist Club and serves as a member and past president of Marine Riders Michiana, a charity focused on veteran and youth services. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both discretionary and non-discretionary approaches, and manages approximately $146.7 million in assets across five offices.

Brock Weaver is a CFP®-certified financial advisor at Pathway Asset & Tax Advisory with 28 years of industry experience. He previously worked at Harbour Investments, Inc. for 11 years and held roles at Loucks & Weaver CPA and Loucks & Weaver Financial, Inc. for over two decades each. Outside of advising, he is involved as an independent insurance agent and holds a private equity interest in a fabricated metal and machining company. Pathway Asset & Tax Advisory serves individuals, trusts, and small pension plans, offering investment advisory, accounting, and tax services. The firm employs diversified portfolio allocations and may recommend independent managers or use long-term strategic approaches with tactical adjustments.

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

Joseph Gastaldi is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Greenleaf Advisors LLC, Securities America Inc., and Joseph Gastaldi Insurance. In addition to his advisory work, he is licensed to provide life, health, disability, and long-term care insurance. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and employs a customized investment approach integrating proprietary strategies and third-party managers.

Eric Ball is a CFA® charterholder with 27 years of industry experience. He is affiliated with America First Investment Advisors LLC in Middlebury, IN, where he has worked since 1997. America First Investment Advisors provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity process emphasizing balance sheet strength, cash flow, and management capital allocation, typically holding 15–25 equity positions when fully invested.

Dennis Blyly is a CFA® charterholder with 25 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2011 and previously spent nine years at Martin Capital Management, LLP. Blyly also founded Blyly Asset Management, LLC, which he led for one year. Timucúan Asset Management provides discretionary investment management primarily to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Deborah Dehoff is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, she worked for 13 years at Compass Wealth Advisors, LLC. She is also licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management for individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized portfolios and offers sub-advisory, consulting, and technology services through its FinLife Partners platform.

Laura Compliment is a financial advisor at United Capital Financial Advisors with nine years of industry experience. She previously worked at Compass Wealth Advisors for two years before joining her current firm. Laura holds a Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its FinLife Partners platform, with customizable investment solutions and access to alternative investments.

Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been associated with Korhorn Financial Group since 2007 and KFG Wealth Management, LLC since 2010. Outside of his advisory role, he works as a tax preparer and insurance agent at affiliated non-investment companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models, mutual funds, ETFs, and select strategies, offering ongoing portfolio monitoring and access to a financial planning platform.

Allegrita Ashenfelter is a financial advisor at Korhorn Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Silver Oak Securities since 2021. Prior to that, she was employed at Korhorn Financial Group and KFG Wealth Management starting in 2017 and also has experience at First Source Bank. Outside of her advisory role, she has been involved with River Valley Church for over a decade. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and other strategies, and offers services including ERISA plan sponsor consulting and integrated tax and insurance solutions.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.

Ryan Austin is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Savvy. He previously worked for Bankers Life Advisory Services and Bankers Life Securities, INC., and he also holds a long-term position with Bankers Life & Casualty Co. Outside of his advisory work, he serves as a warden at All Saints Episcopal Church, overseeing facility maintenance. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies combined with active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and sub-adviser strategies.