Howard Bailey Securities, LLC

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.

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.

Ryan Zeeb is a financial advisor with Howard Bailey Securities, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Genacy LLC, OneAscent Financial Services, and Camelot Portfolios, LLC. 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, utilizing a blend of fundamental and technical analysis combined with Modern Portfolio Theory.

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.

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.

Brian Singer is a financial advisor with Howard Bailey Securities, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has been president and CEO of Brian Singer Corp, doing business as Singer Financial Group and Singer Financial, since 1994, focusing on annuity and life insurance services. He also maintains a role at AE Wealth Management, LLC. 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, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory.

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.

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.

Isaac Berg is a financial advisor at Howard Bailey Securities, LLC with four years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and the Series 65 license. Prior to joining Howard Bailey Financial in 2021, he worked at Ash Brokerage and Lincoln Financial Group. 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.

Grant Welter is a financial advisor at Howard Bailey Securities, LLC in Fort Wayne, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Howard Bailey Securities, he worked in healthcare roles at Indiana University Health, Ascension - St. Vincent, Riverview Health, and the University of Alabama at Birmingham. He is listed as a governing person on an LLC for a professional framing business owned by his wife but has no operational involvement. Howard Bailey Securities 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, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory.

Casey Weade is a CFP® and ChFC® with 15 years of industry experience. He has worked at Howard Bailey Securities, Inc. since 2016 and has been associated with Global Financial Private Capital since 2011. Outside of his advisory roles, he is president of Rainmaker Marketing Solutions, LLC, a marketing consulting and advertising agency. Howard Bailey Securities, LLC is a registered investment adviser serving primarily 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.

Martha Evans is a financial advisor at Howard Bailey Securities, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities, First Federal Wealth, American United Life, and Innovative Financial Services. In addition to her advisory role, she is involved in non-variable insurance sales, including fixed life and fixed annuities. 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, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory.

Leslie McDaniel is an advisor at Howard Bailey Securities, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses. McDaniel has experience in leadership and life coaching through Les Is More Leadership LLC and is involved in interior design as a member of Heatherly Hope Design LLC. Prior to joining Howard Bailey Financial in 2023, McDaniel worked at Les Is More Media LLC and CMO Commercial Group LLC. Howard Bailey Securities, LLC provides discretionary portfolio management, retirement-focused investment services, and fee-based financial planning primarily to individual clients. The firm uses a combination of fundamental and technical analysis with Modern Portfolio Theory and offers ongoing monitoring and client reporting.