Top active portfolio management financial advisors in Fort Wayne, IN

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.

Kevin Noll is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at Community State Bank and Old National Bank, with two separate tenures at LPL Financial totaling 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, incorporating model portfolios, third-party research, and various management approaches.

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.

Thomas Badders is a financial advisor at Tradewell Securities, LLC with two years of industry experience. He holds the Series 65 designation and previously served nine years in the United States Air Force. Outside of his advisory role, he is involved in recommending insurance products to clients. Tradewell Securities, LLC offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and typically invests in mutual funds, equities, fixed income, ETFs, real estate funds, and options.

David Mahlan is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and its related entities since 2010 and has also been associated with STAR Financial Bank since 2010. Outside of his advisory work, he serves as the secretary of a local bowling league. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides flexible investment strategies and oversight across various program structures.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.