Wellington Investment Advisors

Shawn Force is a financial advisor at Wellington Investment Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Private Client Services LLC. He is based in Bloomington, IN. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and written financial planning to individuals, charitable organizations, corporations, and other business entities. The firm serves approximately 375 clients with a team of five advisors and manages about $233.4 million in discretionary assets, tailoring portfolios to client objectives using a combination of fundamental and technical analysis, Modern Portfolio Theory, and various investment strategies.

Paul Bullock is a financial advisor at Wellington Investment Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Private Client Services. Outside of advisory work, he is CEO of Wellington Yacht Charters, LLC, a yacht charter business. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm serves approximately 375 clients with a team of five advisors, managing $233.4 million in discretionary assets as of December 31, 2024.

Matthew Krugman is a CFP® with two years of industry experience, currently serving as a financial advisor at Wellington Investment Advisors in Indianapolis, IN. His prior experience includes roles at LPL Financial LLC, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets for around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis as well as Modern Portfolio Theory.

Benjamin Pogorelc is a financial advisor with Wellington Investment Advisors in Bloomington, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wellington, he worked in various roles at Indiana University, including the Kelley School of Business and the O'Neill Masters Program Office. Outside of his advisory work, he manages and maintains Airbnb rental properties through StayBtown LLC. Wellington Investment Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, employing fundamental and technical analysis alongside Modern Portfolio Theory across multiple asset classes.

Katrina Bullock is a financial advisor at Wellington Investment Advisors with a Series 65 credential and three years of industry experience. She previously worked at the IU School of Medicine for six years. Outside of her advisory role, she serves as President of Wellington Yacht Charters, LLC, a yacht charter business based in Zionsville, Indiana. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets and serves around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis, Modern Portfolio Theory, and a mix of long- and short-term strategies.

Douglas Ummel is a CFP® professional with 27 years of experience in financial advising. He is currently with Wellington Investment Advisors and Private Client Services LLC, where he has worked since 2016. Prior to that, he spent five years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he serves as chairman of the Deacon’s Board at Trinity Reformed Church and acts as co-trustee of a relative’s testamentary trust. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as fundamental and technical analysis and Modern Portfolio Theory across various asset classes.

Josiah Fornelli is an advisor at Wellington Investment Advisors with a Series 65 credential and experience beginning in 2024. His prior roles include positions at Sovereign Tap and Oberweis, as well as work outside the financial industry before entering advisory services. Wellington Investment Advisors manages discretionary and non-discretionary portfolios and provides written financial planning for individuals, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and diversified investment strategies tailored to client objectives and risk tolerance.

Harry Boesch is a financial advisor with Wellington Investment Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors and Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages discretionary and non-discretionary portfolios and provides written financial planning to individuals, charitable organizations, corporations, and other business entities. The firm serves approximately 375 clients with a team of five advisors and applies a range of investment strategies tailored to client objectives and risk tolerance.