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.

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.

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, offers discretionary portfolio management, and customizes portfolios for socially responsible objectives.

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

Joshua Salway is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Full of Grace Financial, where he has worked since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active investment strategies, including socially responsible options, and offers ERISA-focused retirement plan management within a small, two-advisor practice.

Tessa Troyer is a financial advisor at Howard Bailey Securities, LLC with a Series 65 designation and two years of industry experience. Prior to joining Howard Bailey Financial, she worked in various roles within the education sector, including positions at School City of Mishawaka and Wawasee Community Schools. Howard Bailey Securities, LLC primarily serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm employs 16 advisors and manages approximately $485 million in discretionary assets, using a blend of fundamental and technical analysis alongside Modern Portfolio Theory in its investment approach.

Albert Kohout is a financial advisor at Galecki Financial Management Inc with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Galecki Financial Management since 2003. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, utilizing diversified, asset-allocation-driven portfolios managed by an internal Investment Committee of CFP® professionals.

Kevin Chandler is a CFP® professional with 11 years of experience in financial advising. He has been with Galecki Financial Management Inc since 2014. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, using a diversified, asset-allocation-driven investment approach supported by an internal Investment Committee.

Christopher Horoky is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones and State Farm in various roles from 2011 to 2018. Howard Bailey Securities serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm employs 16 advisors and manages approximately $485 million in discretionary assets, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory in its investment process.

Andrew Young is a CFP® and Series 66 professional with 14 years of industry experience. He has been with Galecki Financial Management Inc since 2013. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm employs an internal Investment Committee of CFP® professionals to manage diversified, asset-allocation-driven portfolios and offers comprehensive, cash-flow-based financial planning along with specialized one-time engagements such as Initial and Divorce Financial Overviews.

Michael Mcardle is a CFP® professional with 23 years of industry experience, currently serving at Galecki Financial Management Inc since 2007. He holds Series 63 and Series 66 licenses and works from Fort Wayne, IN as part of a six-advisor team. Galecki Financial Management is a fee-only advisory firm that provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements such as Initial Financial Overviews and Divorce Financial Overviews. The firm serves moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations, employing an internal Investment Committee to implement diversified, asset-allocation-driven portfolios.

Tyler Wyss is a financial advisor with Howard Bailey Securities, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Westpoint Financial Group, Cunningham Agency, and a seven-year tenure at Walls Down Ministry. Howard Bailey Securities, LLC serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm employs 16 advisors and manages approximately $485 million in discretionary assets, utilizing a blend of fundamental and technical analysis combined with Modern Portfolio Theory.

Krista Kramer is a financial advisor at TCP Asset Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors Corporation and United Planners. Since 2025, she has also worked as a financial coach. TCP Asset Management advises individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial planning with a long-term investment approach.

Marshal Johnson is a CFP® professional with 18 years of industry experience, currently serving at Howard Bailey Securities, LLC since 2013. He holds Series 65 registration and is involved in life insurance sales through his ownership of MJ Financial, Inc. and as a licensed agent with Howard Bailey Financial. Howard Bailey Securities, LLC primarily serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning, managing over $480 million in assets across more than 1,600 client relationships. The firm’s investment approach combines fundamental and technical analysis with Modern Portfolio Theory, incorporating periodic rebalancing and the use of third-party money managers.

Kelsey Dagle is a financial advisor at Howard Bailey Securities, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Howard Bailey since 2021. Prior to that, she spent nine years at Ash Brokerage. Howard Bailey Securities, LLC is a registered investment adviser serving individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm employs 16 advisors and manages approximately $485 million in discretionary assets, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Reid Braun is a financial advisor with Howard Bailey Securities, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at several firms, including Ash Brokerage Corporation, MerCap Securities, LLC, and Lincoln Financial Advisors before joining Howard Bailey Securities in 2019. Howard Bailey Securities, LLC is a registered investment adviser serving individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory, employs periodic rebalancing and annual reviews, and may use third-party money managers or sub-advisers through the Orion platform.

Jason Pruitt is a financial advisor at Howard Bailey Securities, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Garrett State Bank, Smokercraft, and Purdue University Fort Wayne. Howard Bailey Securities primarily serves individual clients with discretionary portfolio management, retirement-focused investment services, and fee-based financial planning. The firm uses a blend of fundamental and technical analysis alongside Modern Portfolio Theory and employs third-party custodians and sub-advisers to support its investment process.

Chloe Blythe is a financial advisor at Galecki Financial Management Inc in Fort Wayne, IN, holding a Series 65 designation with 12 years of industry experience. She has been with Galecki Financial Management since 2012. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, as well as institutional clients such as pension plans and charitable organizations. The firm employs a team of CFP® professionals who implement diversified, asset-allocation-driven portfolios and provide comprehensive financial planning, including specialized services like Initial Financial Overviews and Divorce Financial Overviews.

Robert Mccoy is a CFP® professional with nine years of industry experience, currently serving at Howard Bailey Securities, LLC since 2014. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in life insurance sales. Howard Bailey Securities, LLC primarily serves individual clients with discretionary portfolio management and retirement-focused investment services. The firm employs 16 advisors and combines fundamental and technical analysis with Modern Portfolio Theory in its investment approach.