Jeffrey Shelton

Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.

Jordan Wise is a CFP® professional with 14 years of experience in financial advising. He is the principal of Wise Wealth Management in Fort Wayne, IN, and has previously worked at Goldman Sachs and ETF firms such as WisdomTree Capital. Outside of advising, he is part owner of Guardia Trust Insurance LLC and serves as a Strategy Associate for Wise Insurance Agency, Inc. Wise Wealth Management provides discretionary portfolio management and a range of financial planning services for individuals, high-net-worth clients, and small businesses. The firm’s investment approach centers on passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide asset allocation and tactical adjustments.

Ryan Mabry is the founder and sole advisor of Mabry Wealth Management, LLC in Fort Wayne, Indiana. He holds a Series 66 designation and has 10 years of industry experience, including two years at Edward Jones prior to establishing his independent practice in 2018. Outside of his advisory work, Mabry coaches a 5th grade boys' basketball team at Canterbury School. Mabry Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and overseeing held-away retirement accounts. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocation and tax-efficient rebalancing through its exclusive use of Charles Schwab as custodian.

Robert Anweiler is a CFP® professional with 27 years of industry experience. He is the sole advisor at Anweiler Financial Management, LLC, an independent firm he has led since 1998. Outside of financial advising, he owns a non-investment related import business and serves as president of a manufacturing firm. Anweiler Financial Management LLC is a fee-only, state-registered independent advisory firm serving individual and corporate clients. The firm offers continuous investment supervisory services, comprehensive financial planning, consulting, and in-house tax planning and preparation, managing portfolios largely on a non-discretionary basis using a variety of investment strategies.

Max Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with five years of industry experience. He has been with Dickmeyer Boyce Financial Management since 2016. Outside of his advisory role, he is the sole owner of Remember U LLC, a computer software and photo creative business. Dickmeyer Boyce Financial Management, Inc. is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm uses a strategic asset-allocation framework that combines passive and active investments with a focus on risk management and emphasizes employee and client education in its retirement-plan services.

Ian Boyce is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been with Dickmeyer Boyce Financial Management, Inc. since 2004. In addition to his advisory role, he serves as a director at Farmers & Merchants Bank, focusing on strategy, compliance, and operations. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach that prioritizes risk management and combines passive and active investment strategies, with an emphasis on client and employee education in its retirement-plan services.