Howard Bailey Securities, LLC

Marshal Johnson is a CFP® professional with 19 years of industry experience. He has been with Howard Bailey Financial since 2013 and previously worked at The Mutual Fund Store and TMFS-Fort Wayne, LLC. In addition to his advisory role, Johnson owns an insurance agency focused on life insurance. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, offering discretionary portfolio management and periodic client reviews.

Kelsey Dagle is a financial advisor with Howard Bailey Securities, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Kestra Advisory Services, LLC in 2026, Dagle worked at Howard Bailey from 2021 to 2026 and Ash Brokerage from 2012 to 2021. Howard Bailey Securities is an SEC-registered investment adviser that offers asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, using discretionary portfolio management and periodic rebalancing.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Howard Bailey Securities since 2019, following prior roles at Ash Brokerage Corporation and MerCap Securities, LLC. Howard Bailey Securities is an SEC-registered investment adviser offering asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, nonprofits, corporations, small businesses, and churches. The firm employs a combination of fundamental and technical analysis along with Modern Portfolio Theory, providing discretionary portfolio management, periodic rebalancing, and annual client reviews.

Brian Singer is a Series 65-licensed financial advisor with 9 years of industry experience. He is affiliated with Howard Bailey Securities, LLC and has operated Brian Singer Corp, doing business as Singer Financial Group, since 1994. His background includes roles at AE Wealth Management, LLC from 2016 to 2022. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and regular client reviews.

Jason Pruitt is a financial advisor with Howard Bailey Securities, LLC, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Howard Bailey Financial, Smokercraft, Garrett State Bank, Purdue University Fort Wayne, and Fashion Farm Restaurant. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm employs a combined fundamental and technical analysis approach along with Modern Portfolio Theory to manage discretionary portfolios with regular reviews and rebalancing.

Robert Mccoy is a CFP®-designated financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, bringing 10 years of industry experience. He has been with Howard Bailey since 2016. In addition to his advisory role, he is a licensed insurance agent engaged in life insurance sales. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to provide discretionary portfolio management, periodic rebalancing, and client reviews.

Isaac Berg is a ChFC® and Series 65-registered advisor at Howard Bailey Securities, LLC with four years of industry experience. His prior roles include positions at Ash Brokerage and Lincoln Financial Group, as well as work outside of finance at Sherwin Williams and the City of Fort Wayne. Howard Bailey Securities provides asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside Modern Portfolio Theory, offering discretionary portfolio management with regular client reviews and access to third-party custodians and sub-advisers.

Grant Welter is a financial advisor at Howard Bailey Securities, LLC with the ChFC® designation and two years of industry experience. He previously held roles at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. His wife operates a professional custom framing business, where he is listed as a governing person but has no operational involvement. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm employs a combination of fundamental and technical analysis along with Modern Portfolio Theory in its discretionary portfolio management approach.

Trae Hassebroek is a financial advisor at Howard Bailey Securities, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Howard Bailey Securities, he was associated with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has been involved with the Impact Soccer Club since 2023. Howard Bailey Securities is an SEC-registered investment adviser that offers asset management, retirement-oriented financial planning, and consulting services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside Modern Portfolio Theory, utilizing discretionary portfolio management and periodic rebalancing in its investment process.

Alec Sanderson is a financial advisor at Howard Bailey Securities, LLC in Fort Wayne, Indiana, holding the Series 65 designation. He has three years of industry experience and has previously worked with W Mallard Marketing, One Resource Group, and held teaching roles at the University of Saint Francis, Indiana University East, and Carroll High School. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory in its discretionary portfolio management and offers access to third-party money managers and estate-planning platforms.

Casey Weade is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has worked at Howard Bailey Securities, Inc. since 2016 and previously held roles at Global Financial Private Capital and Grove Point Investments. Outside of his advisory role, he is president of a marketing consulting and advertising agency, Rainmaker Marketing Solutions, LLC. Howard Bailey Securities is an SEC-registered investment adviser serving individuals, trusts, estates, qualified retirement plans, and various organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering discretionary portfolio management and consulting services.

Jacob Boyer is a financial advisor with Howard Bailey Securities, LLC and holds a Series 65 designation. He has recorded work experience across several organizations since 2023, including Northwestern Mutual and Buck Management and Consulting, and is based in Fort Wayne, IN. Howard Bailey Securities, LLC is an SEC-registered investment adviser providing asset management, retirement-focused financial planning, and consulting services to a diverse client base including individuals, trusts, estates, qualified retirement plans, charitable organizations, foundations, corporations, small businesses, and churches. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering discretionary portfolio management, periodic rebalancing, and client reviews typically facilitated through third-party custodians and sub-advisers.