Ryan Fisher is a CFP® with seven years of industry experience, currently serving as the sole advisor at DentVest LLC in Fort Wayne, IN. He previously worked at Old National Wealth Management from 2013 to 2018 before founding DentVest. In addition to his advisory role, he maintains a part-time CFO position with a dental practice. DentVest is an independent advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party managers and the Betterment For Advisors platform, complemented by comprehensive financial planning services.

Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.

Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has longstanding roles at Krouse Kern Wealth Management, Inc. and KK&S Financial Advisors, LLC. Stureman is also licensed to provide life, disability, and long-term care insurance through his ownership of an insurance agency. Krouse Stureman & Associates, founded in 2004, offers financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach emphasizing asset allocation, diversification, and rebalancing, often managing accounts on a discretionary basis using passively managed, institutional-class mutual funds.

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

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.

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

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.

Thomas Diem is the principal of Diem Wealth Management in Fort Wayne, IN, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has operated his independent advisory practice since 2012, building on a career that began in 1989. In addition to his advisory work, he spends approximately 20% of his time as an independent insurance agent, focusing on life insurance, long-term care insurance, and fixed annuities. Diem Wealth Management serves individuals, high-net-worth clients, and corporations, providing financial planning, consulting, educational seminars, and co-advisory services. The firm implements investment strategies primarily through third-party managers and the Matson Money platform, emphasizing an asset-allocation approach based on Modern Portfolio Theory and efficient-market principles.

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.

Noel Knox is a financial advisor with SOLVE Consulting Group, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He previously worked at Monarch Capital Management, Inc. for 16 years before joining SOLVE in 2022. Knox is also a lawyer, though he does not actively practice law or provide legal advice to clients. SOLVE Consulting Group offers portfolio management and comprehensive financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and modern portfolio theory with a long-term trading approach. The firm customizes investment strategies based on client goals, risk tolerance, and time horizon.

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.

Spencer Yackee is a financial advisor at Yackee Potempa & Smalley Asset Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Entrust Capital Management, where he was involved in renewable energy investment projects. Yackee Potempa & Smalley Asset Management provides portfolio management services to individual investors, trusts, and foundations, utilizing both fundamental and technical analysis to tailor strategies to client objectives and risk tolerances. The firm manages a small number of discretionary accounts and employs a range of investment techniques including short-term trading and derivative instruments.

David Meyer is a Series 65-licensed financial advisor at Monarch Capital Management Inc with 27 years of industry experience. He has been with Monarch Capital Management since 1994. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term ownership of individual stocks and high-quality bonds with diversification and a laddered bond maturity strategy to manage risk.

Dalton Atchison is a financial advisor at Mountain PEAK Wealth Advisors, LLC in Fort Wayne, IN, holding a Series 65 designation with eight years of industry experience. He has been with Mountain PEAK since 2017. Outside of advisory work, he is involved with Presley Tax Services, LLC, where he assists with tax preparation support activities. Mountain PEAK Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term management approach using diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and may allocate assets to unaffiliated sub-advisors.

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Andrew Krafft is a financial advisor at Luminary Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young from 2014 to 2017 before joining Capstone Advisors LLC in 2018. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm employs investment strategies based on modern portfolio theory and the capital asset pricing model, utilizing no-load mutual funds, ETFs, and model portfolios.

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.

George Donner is a CFA® charterholder with 27 years of industry experience. He has been with Monarch Capital Management Inc since 1998. Monarch Capital Management Inc provides discretionary portfolio management for individuals, trusts, foundations, charitable organizations, and businesses. The firm focuses on long-term ownership of individual stocks and high-quality bonds, employing diversification and a laddered bond maturity strategy to manage risk.

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.

John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.