CFP®-certified 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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.