Meet Your Team

Jailyn's Meaning and Purpose:

My purpose is to care for others, constantly strive to improve myself, and never stop growing in knowledge. I find meaning in offering support and compassion to those around me, believing that even small acts of kindness can have a meaningful impact. I aim to evolve not only for my own growth but to be a more effective and thoughtful presence in the lives of others.

What is your favorite quote? Romans 12:10 says, "Be devoted to one another in love. Honor one another above yourselves."

What is your favorite place to travel? I love the ocean so my dream vacation would definitely be somewhere like Amalfi Coast or Pilos, Greece!

What do you enjoy most about Howard Bailey? The communication and support among the team. We all feel rewarded by individual success because that means Howard Bailey and our clients are successful!

Teryn's Meaning and Purpose:

"My purpose is to support others. I create meaning by assisting others to the best of my ability so they can feel confidently taken care of."

What is one of your favorite quotes? Wherever you are, be all there.

What are some of your favorite local places? Tolon, Just Cream, Casa, Salsa Grill, 800 Degrees, and the Fort Wayne Children's Zoo.

What are some of your hobbies? Trying out new recipes, exercising, spending time with my family, and reading.

Andrea's Meaning and Purpose:

My purpose is to leave a legacy that positively impacts the well-being of vulnerable children and animals. I create meaning through anything that is meaningful to me, which often stems from a core memory. Memories can either happen to you or they can happen because of you. Creating a life by design is the ultimate goal.

What are your hobbies outside of work? Hiking, painting, pottery, reading, and spending time with my family!

Who is a mentor that you look up to? Officer Chris McCutcheon, he is an absolute gem of a human.

What do you enjoy most about Howard Bailey? Everyone is over-the-top friendly, helpful, and passion-driven.

Isaac Berg is dedicated to helping provide clients with long-term retirement solutions and knowledge crafted to build a lifetime of financial peace. He is passionate about continually expanding his wheelhouse of the latest investment and financial strategies to help elevate the guidance he passes on to pre-retirees and retirees.

Prior to joining Howard Bailey, Isaac cultivated his career in the financial field at several Indiana-based companies, gaining experience in areas such as financial processing, retirement planning and tax-filing; all of which created a platform for his current role as Financial Advisor.

Isaac graduated from Indiana University Fort Wayne with a Bachelor’s degree in Finance and Business. In addition to being an Investment Adviser Representative (IAR), Isaac is also certified in life and health insurance.

In his free time, Isaac enjoys spending time with his wife, as well as playing beach volleyball, basketball, and participating in outdoor activities.

Isaac's Meaning and Purpose:

"My purpose is to serve my community and family by providing them with long-term solutions and knowledge that will give them a lifetime of financial peace. I create meaning by constantly expanding my knowledge of financial services so that I am able to confidently assist our clients. Without knowledge, action is useless, and knowledge without action is futile."

What is a fun fact about yourself? I won "Best-Hair" in high school.

What are your hobbies outside of work? I enjoy playing beach volleyball, basketball and other outdoor activities.

What are your favorite local businesses to support? Buffalo Wings & Ribs and Black Canyon

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Zach's Meaning and Purpose:

"My purpose is to continuously grow and learn from personal experiences and perspectives shared from others. Then I take what I have learned to understand and treat others the way I would want to be treated. I create meaning by helping others leverage the natural talents or skills they accrue from life experiences. I want to be the best I can for my family and friends."

What is a cool talent or fun fact about yourself? I love to ride stand up jetski's.

What are your favorite local businesses to support and places to visit? 3E Industries, 800 Degrees Pizza, ZX Gun, Boathouse, Cerulean

What do you enjoy most about Howard Bailey? Having a part in helping people utilize the lifetime of hard work and savings to enjoy retirement.

Read more about Zach

Reid Braun places a high priority on ensuring each client has a retirement plan that is truly customized to their goals and dreams. His passion for promoting financial literacy allows him to bring an easy-to-understand approach when talking in technical financial terms. Reid believes that educating clients is just as important as educating himself.

Prior to joining Howard Bailey, Reid developed his career in retirement planning at two financial firms in the Fort Wayne area, which prepared him for his current role as Financial Advisor.

Reid graduated from Indiana University with a Bachelor’s degree in Public Affairs and minors in Political Science and Business Administration. He is an Investment Adviser Representative and is also life and health insurance licensed.

In his free time, Reid volunteers with Big Brothers Big Sisters of Northeast Indiana and enjoys golfing, cooking, tasting new cuisines and cheering on Indiana University basketball.

Reid's Meaning and Purpose

"My purpose is to help families that need guidance. I create meaning by sharing my knowledge of retirement and finance with the local community."

What are your hobbies outside of work? I enjoy cooking, taking care of our home, spending time with family and playing a round of golf.

What do you enjoy most about Howard Bailey? The amount of knowledge around me.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Brady's Meaning and Purpose:

"My purpose is to constantly challenge myself, learn new things, and level up so I can unlock my full potential. The goal? To create a future where I’m equipped to lift others up, share what I’ve learned, and make a real difference in as many lives as possible because growing isn’t just for me, it’s for everyone I can help along the way! I create meaning in the pursuit of reaching a point where I can help others without being constrained by my own situation. My goal is to achieve a level of stability and success that enables me to contribute in more impactful and significant ways."

What is your favorite quote? "All we have to decide is what to do with the time that is given to us" - Gandalf, The Lord Of The Rings

What are your hobbies outside of work? I have a true passion for the gym and love being around the car and motorcycle community. Honestly, if it’s got an engine and makes noise, I’m all about it!

What do you enjoy most about Howard Bailey? The friendly environment that is always encouraging to everyone to learn and grow as much as possible.

Read more about Brady

Katie's Meaning and Purpose:

"My purpose is to continue growing professionally and personally, while helping others continue to reach their own ambitions. I create meaning by encouraging and inspiring others to be happy and successful."

What is a fun fact about yourself? I am a surgical technologist.

What are your hobbies outside of work? Being with friends and family, playing/coaching volleyball, my garden, crafts, and cycling.

What is your favorite place to travel? I love the ocean but Sanibel Island, Florida is one of my favorite places. I go every year!

Liz's meaning and purpose:

"My purpose is that I am a resource to everyone: kids, husband, extended family and friends. I create meaning with my husband by raising our 2 kids to become thoughtful, supportive, kind, and respectful adults."

What are your hobbies outside of work? I like to read, bake, grow flowers and plants, making wreaths and loom knitting.

What is your favorite movie/TV show? I like to watch the Food Network, reruns of The Big Bang Theory and Friends. Currently, I am watching The Perfect Couple, Emily in Paris and Midnight at the Pera Palace.

What do you enjoy most about Howard Bailey? I enjoy the friendly atmosphere. Everyone I have met is willing to help.

Kelsey Dagle is passionate about making a lasting impact on your life by helping bring your financial goals and retirement dreams to fruition. She is dedicated to guiding you through complex financial situations, understanding what drives your unique purpose and building a lifelong relationship through the creation of your comprehensive retirement plan.

Before stepping into her role as a Financial Advisor, Kelsey was a Howard Bailey Client Specialist and Financial Service Advisor, where she gained experience in asset management, investment planning and delivering clients a dynamic experience.

Prior to joining Howard Bailey, Kelsey spent a decade cultivating her financial professional experience by working at a local field marketing organization (FMO), where she focused on client service, advisor support, case design and product management. Throughout this time, Kelsey developed a deep passion for being a reliable source clients could turn to for confident financial guidance.

Kelsey is an Investment Adviser Representative and is certified in life and health insurance.

In her free time, Kelsey enjoys spending quality time with her husband Mike and son Griffin, engaing in outdoor activities, listening to podcasts and attending concerts.

Kelsey's meaning and purpose:

"My purpose is to positively influence the lives of those I encounter each day. I aspire to do so by bringing care and understanding to my daily work. I like to envision every situation as a new opportunity to truly make a difference to those around me. It is important for me to develop trustworthy relationships with those I serve. I create meaning by sharing the knowledge I have gained in the financial services industry to help others in the most impactful way possible. I understand we have the power to change the lives of our clients, and it brings me great joy to help make their lifelong dreams come true."

What is one of your favorite quotes? "A flower doesn't think of competing with the flower next to it. It just blooms." — Zen Shin

What is a fun fact about yourself? I love teaching myself new things, but I tend to get bored easily which leads to a lot of random hobbies. A few of them are knitting, yoga, gardening, and jewelry making.

What are some of your favorite hobbies? I enjoy listening to podcasts, spending time with my son, Griffin, and relaxing with my family and friends.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Tessa Doll is dedicated to empowering you to take control of your financial future. In her role as an Advisory Team Associate, Tessa’s purpose is to help equip you with the knowledge you need to feel confident in your financial decisions. Her top priority is helping you pursue financial security and fulfillment by aligning your retirement plan with your personal goals.

Tessa’s passion for providing sound guidance runs deep, stemming from a career rooted in education. Before joining Howard Bailey, she began her professional journey as a math teacher and later moved into an assistant principal role, where she worked with kids from pre-k to 12th grade. These experiences cultivated her love for helping others learn and grow, making her transition into the financial industry a natural extension of her desire to support and educate others.

Tessa holds a bachelor's degree in elementary education from Manchester University and a master's degree in educational administration from Ball State University. She leverages her background in education to simplify complex financial concepts, ensuring that clients fully understand and feel confident in their financial strategies. With her natural curiosity and dedication to continuous improvement, she is eager to learn and grow under the guidance of a Senior Advisor.

Outside of the office, Tessa enjoys spending time with her family, traveling, and trying new restaurants.

Tessa's Meaning and Purpose

"My purpose is to help others by meeting them where they are and equipping them with the knowledge they need to be confident in their finances. I create meaning by helping others, spending time with my family, and learning new things."

What is your favorite quote? “You are never too old to set another goal or to dream a new dream.” – C.S. Lewis

What is a fun fact about yourself? I started my career in education as a math teacher and then an administrator, so I love helping others learn something new!

What do you enjoy most about Howard Bailey? I enjoy the team atmosphere at Howard Bailey. Everyone is working together for a common cause - our clients!

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Marti Evans is passionate about helping you live your best retirement by developing a financial strategy based on your unique retirement concerns, needs and above all – your purpose. She is dedicated to being your lifelong financial guide, here to help lead you to financial confidence for the long term by utilizing Howard Bailey’s Retire With Purpose Framework™.

Prior to joining Howard Bailey, Marti developed her career in the financial industry by working for over two decades at a local bank. Throughout this time, she took on a variety of roles that eventually led her to become an Investment Advisor Representative, where she found her passion for building relationships with clients and helping them seek to achieve their financial goals.

Marti is an Investment Adviser Representative and is certified in life insurance and health insurance, as well as long term care insurance.

Outside of the office, Marti enjoys spending time with her husband, Bruce, and sons, Brett and Drew. She also spends her free time reading, kayaking, visiting wineries or new restaurants and attending live theater productions.

Marti's meaning and purpose:

"My purpose is to bring a smile, create trust, and help clients by understanding their needs, wants, and desires so I can help them live their best retirement. I create meaning by making their day better and striving to make a difference in their lives."

What is a cool talent or fun fact about yourself? I have acted in several Huntington University theater productions over the past several years.

What are your hobbies outside of work? Reading, kayaking, attending live theater productions, visiting wineries, trying new restaurants, attending concerts.

What do you enjoy most about Howard Bailey? All of the experience represented and the fun, vibrant atmosphere.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Lynette's Meaning and Purpose:

"My purpose is to tell stories that inspire others. I create meaning by tapping into my God-given creativity, tenacity, and passion to do something, grow something, and create something, that will impact others."

What is your favorite quote? “You can never get a cup of [coffee] large enough or a book long enough to suit me.” ― C.S. Lewis

What are your hobbies outside of work? Reading; baking cookies, pies, cakes, and other desserts... (Cooking is boring); drinking coffee; watching football (Go Saints!); walking Chewie (our mini labradoodle); playing games (both board and video) with my family

What do you enjoy most about Howard Bailey? The true sense of a team of people working together for a common goal.

Hannah's Meaning and Purpose:

"My purpose is to spread positivity. I create meaning by focusing on the good and making others feel valued."

What are some of your hobbies? I enjoy traveling, baking, and spending time with my dogs!

What is one word you would use to describe yourself? Genuine

What are some of your favorite local places? Rocky River Tap and Table, Evil Czech Brewery and Public House, Villa Macri, and Purely Pressed

Trae's Meaning and Purpose

"My purpose is to create a meaningful impact in the lives of my clients and I also want to give my future family the same if not more opportunities as my family has done for me. I create meaning by giving back to my community and the youth. Currently I am coaching soccer for my boyhood club, and it is great to give back and teach/coach these boys who are in the same shoes I was in not too long ago."

What is your favorite saying? You don't inherit standards. You set them!

Who is a mentor that you look up to? My Father, he has made me into the man I am today and many of the ways I view life and take on each day are highly impacted by the conversations we have had and continue to have as well as the time we have spent together.

What do you enjoy most about Howard Bailey? How much it feels like a family and the camaraderie of the group.

Jason's Meaning and Purpose:

"My purpose is to help others- assisting and being present for other people is very rewarding. I create meaning by experiencing and learning new things to help provide growth for others."

What is a fun fact about yourself? I know how to SCUBA dive.

What are some of your hobbies outside of work? Travel, meeting new people, and genealogy.

What are some of your favorite local businesses? West Side Creamery, Dash-In, and Fort Wayne Restoration

Lakeshia's meaning and purpose:

"My purpose is to make a difference in everything I do. I create meaning by motivating myself to take things one step at a time, one day at a time."

What is a fun fact about yourself? I'm a big Harry Potter fan

What is your favorite quote/saying? I can do all things through Christ who strengthens me - Philippians 4:13

What do you enjoy most about Howard Bailey? The interaction amongst the teams, the willingness to want to help one another.

Amber's meaning and purpose:

"My purpose is to never stop learning. I will never know everything, but I strive to make every moment a learning experience. One day I can guide/mentor future generations: personally and professionally. I create meaning by striving to learn something new every day. We are gifted with 365 days a year with the opportunity to embrace the 365+ news chances."

Which college did you attend or support/cheer on? Purdue University - Boiler Up!

What are your hobbies outside of work? I love to hike and hunt, mainly duck hunting in the swamps in Florida.

What do you enjoy most about Howard Bailey? I love the focus of growing people who grow people. There is a culture of continual learning that expects everyone to grow every day so we can be better for our clients.

Christopher Horoky has dedicated his 20-plus years in the financial industry to helping pre-retirees and retirees pursue financial security. His continual focus on understanding the needs of his clients allows him to help develop custom retirement plans that last a lifetime.

Christopher’s passion for investing first developed at the age of 8 when he teamed up with his brother and turned a small paper route into a 160-household business. Prior to joining Howard Bailey, he cultivated his experience in the retirement planning industry as a Financial Advisor and consultant, overseeing 300+ agents at several Northern Indiana-based companies, where he focused on wealth management, risk management, life insurance and retirement income planning. During this time, he expanded his knowledge in investment research and the art of developing comprehensive financial strategies.

Christopher graduated from Ball State University with Bachelor’s degrees in Corporate Finance and Financial Institutions. He is an Investment Adviser Representative and is life, accident, long-term care and health insurance licensed.

Outside of the office, Christopher enjoys spending time with his family, golfing, boating, traveling and volunteering with local charities.

Christopher's Meaning and Purpose

"My purpose is to ensure people have a “Plan B” in life, no matter what their situation is. I create meaning by helping others discover the value of utilizing one another as resources to stay centered in life."

What is your favorite quote? "You can get everything in life you want if you will just help enough other people get what they want." — Zig Ziglar

What is a fun fact about yourself? The first time Jenny, my wife, ever watched me play golf, we approached the green and to my excitement, I had a hole-in-one. When she asked me why I was so excited, I explained what happened. To my surprise, she indicated, “Isn't that what you are supposed to do?”

Where are some of your favorite places to travel? Mexico, Cedar Point, Detroit and anywhere with family

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Kara's Meaning and Purpose:

"My purpose is my children, who drive me to keep moving forward each day. I create meaning by dedicating my life to serving others around me and fostering relationships, particularly with those in my own home."

What is your favorite saying? "Don't wish for it, work for it."

What is a cool talent or fun fact about yourself? I am scuba certified and have dove in various countries throughout the Gulf of Mexico.

What do you enjoy most about Howard Bailey? The People, everyone has been so kind and welcoming.

Angela’s Meaning and Purpose: "My purpose is to cultivate a life filled with love, connection, and joy—prioritizing my spouse, family, fur babies, and friends while embracing each moment with gratitude and intention. I find meaning in exploring new places, embracing lifelong learning, and seeking personal growth through rich experiences that broaden my perspective and deepen my understanding of the world, allowing me to live fully and intentionally."

What is one of your favorite quotes? "Those who do not learn from history are doomed to repeat it.” - George Santayana

What are some of your favorite local places? Cunningham Group Restaurants, Beef & Boards Dinner Theatre, Shapiros

What are some of your hobbies? Traveling, The DAR, genealogy, history, and reading

Marshal Johnson, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Vice President of Howard Bailey Financial, has been a Financial Advisor since 2007. He is co-host of the Retire with Purpose Radio Hour and Weekend Reading editions of the Howard Bailey Podcast.

Marshal develops proactive and innovative solutions for individuals and families through education and comprehensive planning. He is passionate about helping others confidently take control of their financial lives, especially when life transitions create questions and concerns.

Prior to joining Howard Bailey, Marshal cultivated his career in the investment and financial planning industry as an Indiana-based Advisor, where he helped guide clients through the process of asset management, income planning, insurance planning, tax planning and other key areas of a comprehensive retirement strategy.

Marshal graduated from Indiana University with a Bachelor’s degree in Business Administration. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is life, accident and health insurance licensed.

In his free time, Marshal enjoys spending time with his son, Grady, coaching his baseball team, playing golf and playing the guitar.

Marshal's Meaning and Purpose:

"My purpose is to inspire, enrich and empower those I love and serve. I create meaning through deep, personal connections and experiences."

What is your favorite quote/saying? “A mind is like a parachute. It doesn't work if it is not open.” – Frank Zappa

What are your favorite local businesses to support? Grady would say Fort Wayne's Famous Coney Island, but I'll add Sweetwater, Shigs N’ Pit, Pizza King and The Clyde Theatre.

What is one word you would use to describe yourself? Dynamic

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Karissa's Meaning and Purpose:

"My purpose is to be a team player while working quickly, diligently, and efficiently for the best client outcomes. I aim to be compassionate and empathetic to meet and prioritize each clients’ individual needs. I create meaning by building a trustworthy relationship with clients and ensuring they do not feel as though they are just a number. Bonding with clients and elevating their experience fulfills me."

What is a fun fact about yourself? I compete in Cowboy Mounted Shooting Association on the weekends and own 3 dogs and 2 horses!

Where do you like to travel to? Turks and Caicos

What is one of your favorite local places to support? My boyfriend and I love going to Cosmos for breakfast on the weekends.

Ashley's Meaning and Purpose:

"My purpose is to be a light for others. I create meaning through positive interactions with others."

What is a fun fact about yourself? I lived in the Czech Republic for two years after college. I need to brush up on the language though...

What are some of your hobbies? When the weather is nice, I like exploring the trails and kayaking! I love grabbing dinner or drinks or coffee with friends.

Who is a mentor that you look up to? My dad!

Rachel's Meaning and Purpose:

"My purpose is to help others feel heard and provide a listening ear to those who may not have others to talk to. I create meaning by volunteering for Big Brothers Big Sisters and providing a support system for my little."

What do you enjoy the most about Howard Bailey? The people! I love my team and the clients are always so wonderful to work with.

What are some of your favorite local places to support? It is so hard to pick! I would have to say my favorites are Hop River Brewery, Chops, Junk Ditch, and Han Dynasty.

Candy's Meaning and Purpose:

My purpose is to assure our clients that I'm listening to their needs. It is through my attention to detail, calm and patient disposition and excellent time management skills that I am able to work effectively under pressure and focus on the needs of our valuable clients. I create meaning by being dependable, reliable and loyal to all. Allowing my skill set to come naturally to assist in helping growth and achieving goals to be a successful organization.

What are your hobbies outside of work? Being outside (especially Spring and Summer). Spending time with family and friends. Attending and cheering nieces and nephews at their sporting and school events. Watching sports either in person or on TV - especially baseball and football games. Shopping and experiences in places I have not been before.

What do you enjoy most about Howard Bailey? The warm, welcome family environment. Having a close knit team with strong bond and the feeling we are all in this together.

What are your favorite local businesses to support or local places to visit? Muldoons, Woody's, Dooley O'Tools, Carmel Fire Buffs Museum, performances at the Palladium, Carmel Christkindlmarkt, numerous other shops and eateries in the Arts and Design District, City Center and Midtown in Carmel, IN.

Robert McCoy is a CERTIFIED FINANCIAL PLANNER™ (CFP®), committed to thoroughly understanding the goals and dreams of each client, allowing him to create purpose-based retirement plans that may help lead to a lifetime of financial comfort. He is passionate about educating clients and being a guide throughout the process of obtaining financial independence.

Prior to joining Howard Bailey, Rob worked in the financial industry for over a decade, gaining experience in new business processing, as well as client services and operations. This not only prepared him for his current role as a CFP® and Financial Advisor, but also enriched his passion for helping others and providing value.

Rob graduated from Indiana University with a Bachelor’s Degree in Business Management. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is life, accident and health insurance licensed.

Outside of the office, Rob enjoys spending time with his wife, Amy, and their two boys, Owen and Caleb.

Rob's Meaning and Purpose:

"My purpose is putting the needs of my family first; a value that I also carry over into my profession. I create meaning through my uncompromising commitment to understanding the specific goals and dreams of my clients. My dedication allows me to create plans with meaning and purpose with the goal of leading to a lifetime of security."

What are your hobbies outside of work? Keeping saltwater fish & coral

Where is your favorite place to travel? Alaska

Favorite Saying? It is what it is.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Les's Meaning and Purpose:

"My purpose is to live an inspired life that inspires others to pursue greater meaning and joy. I create meaning by the connections I make with others, as well as by building a bridge between the version of their story that they currently wake up to and live with the version they aspire to have."

What is your favorite quote? Let the beauty of what you love be what you do. - Rumi

What is your favorite place to travel? Colorado with it scenic mountains and rivers is where I find the greatest peace and joy.

What do you enjoy most about Howard Bailey? Howard Bailey is a uniquely designed company that seeks to unlock purpose both for their staff and advisors as well as their clients. They are breaking the mold on the traditional financial firm by focusing on the human to human connection and how together we might create a greater impact and meaning in our lives.

Kim's Meaning and Purpose:

"My purpose is to use the abilities and talents that God has given me to influence others and to be the best version of myself. I create meaning by thinking of others and observing others to best connect in a way that makes them know they are seen, heard, and valued."

What are your hobbies outside of work? Being the best Auntie, time with friends, home projects, decorating, travel adventures, enjoying my neighborhood, and being outdoors.

What is one word you would use to describe yourself? Thoughtful

What do you enjoy most about Howard Bailey? Getting to create special experiences for clients and our Howard Bailey team members.

Jennifer's Meaning and Purpose:

"My purpose is to help people smile more, I enjoy greeting and talking with people so they leave with a positive experience. I create meaning by taking the time to listen and interact with everyone."

What is a fun fact about yourself? I know how many macaroni noodles are in a macaroni box.

Where is one of your favorite places to travel to? Montanna

What do you enjoy about Howard Bailey? The staff is AMAZING! Everyone is always so nice, smiling, and determined to help every client.

Lyndi's Meaning and Purpose:

"I create meaning by connecting and building relationships with others. I strive to be a listening ear, a hard worker, a valued friend & colleague, a loyal & trusted spouse, a good laugh, and an ethical neighbor. Positive attitudes are contagious! My purpose is to provide inclusivity to those I encounter each day. You never know what someone is going through and I aspire to leave them with a positive experience. We are granted 24 hours each day, why not make it full of laughs and smiles?"

What is your favorite quote/saying? "No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind." -Taylor Swift

What is one word you would use to describe yourself? Passionate

What are your hobbies outside of work?

• My husband and I have season tickets to the Indianapolis Colts. We travel the country to a lot of their away games as well. We have been featured on their social media pages several times, along with an appearance on HBO's series, "Hard Knocks". GO HORSE!
• I rescued Bentley, my chocolate lab mix, ten years ago. He has been by my side through many moves, including my time in college. We have since gotten a golden retriever, Oakley.
• I enjoy taking them on hikes, walks, Tincap's games, and to local bars and restaurants.
• I stay active by playing beach volleyball during the summer and indoor during the colder seasons.
• My husband has his own photography business with his specialty being in sports. I enjoy traveling along and learning the art of photography.

Kate's Meaning and Purpose

"My purpose is to leave a lasting impression and treating every client that walks into our office as though they were member of my family. I create meaning by speaking from my heart."

Who is a mentor that you look up to? Both of my parents. I would not be where I am today if it was not for their continuous love and support.

What are your hobbies outside of work? Raising my (2) boys. Caleb (16) & Bryson (13) Spending time with them and my life partner Mark. Every weekend is filled with track & cross country meets and soccer games. I would not trade it for world!

What do you enjoy most about Howard Bailey? I will never forget my first day. I have never felt more welcomed and already part of this amazing family as I did that day!

Ryan Nuechterlein is passionate about creating custom retirement plans that help transition his clients into retirement with confidence and independence. For more than a decade, his mission as a Financial Advisor has been to empower clients to take control of their financial future, while incorporating retirement planning strategies driven by their meaning and purpose.

Prior to joining Howard Bailey, Ryan pursued a career in consulting, where he helped business owners improve market share and operational efficiencies through rigorous research and continuous client engagement. This “client first” mentality stuck with Ryan as he transitioned into the financial services industry in 2012, where he developed a passion for helping coach others through the process of retirement planning and finding financial condifence.

Ryan graduated from Indiana University with a Bachelor’s degree in Political Science. He is an Investment Adviser Representative and is life, accident, and health insurance licensed.

Outside of the office, Ryan enjoys golfing, reading and spending time with his wife, Christi, along with their four children: Cameron, Liam, Bridget and Ella.

Ryan's Meaning and Purpose:

"My purpose is to serve my family and clients in a manner consistent with my beliefs to effectively provide support. I create meaning by believing that better always exists. The pursuit to become better, with or without victory, means that I am always striving for a more defined and meaningful purpose."

What is your favorite quote? “Go confidently in the direction of your dreams. Live the life you have imagined.”

What are your hobbies outside of work? I enjoy spending time with my family at the lake, golfing, going to the zoo and reading.

Where is your favorite place to travel? Florida

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Maria's Meaning and Purpose:

My purpose is to continuously learn and grow, using my skills to make meaningful contributions in my community and support others along their journey. I create meaning by having an attitude of gratitude, approaching every day with a focus on appreciation for all life has to offer.

What is your favorite place to travel? My favorite place to travel is Gettysburg for the history and ghost stories

What are your hobbies outside of work? Anything relating to clay crafting

What do you enjoy most about Howard Bailey? I enjoy the breadth of knowledge that everyone has to offer at Howard Bailey

Bryan's meaning and purpose:

"My purpose is to ensure the functionality, comfort, safety, and efficiency of the building environment. I create meaning by maintaining a comfortable, efficient environment for all Howard Bailey locations."

What are your hobbies outside of work? Outside of work I enjoy spending my time outside: playing with my dog, working on our property, fishing, snowmobiling.

What is your favorite place to travel? I enjoy traveling to about any destination as long as it's spent with loved ones, good friends, and new experiences.

Jason's Meaning and Purpose:

"My purpose is to spread the knowledge I have to everyone around me, in hopes of making their life better. I create meaning by expanding my bubble of exposure to become as wise as possible."

What is your favorite place to travel? Florida

What do you enjoy most about Howard Bailey? The culture

What are your hobbies outside of work? Golf and Pickleball

What is your favorite quote? "No amount of money ever bought a second of time.” – Howard Stark

Ashlee's meaning and purpose:

"My purpose is to be fully myself and create space for others to be fully themselves. I create meaning by being intentional and making the most of every minute, every interaction, and every experience that I have."

What are your hobbies outside of work? I love traveling, spending time outdoors, and spending time with my family and my dog, Diamond!

What is your favorite movie/TV show? My favorite movie is The Wedding Planner and my favorite tv show is New Girl.

What do you enjoy most about Howard Bailey? The people and the company culture as a whole!

Steve's Meaning and Purpose:

"My purpose is to evoke response and emotion through creating content that is engaging, informative, and entertaining. I create meaning in both work and my personal life by using outlets like social media to publish content for others to consume and enjoy."

What are your hobbies outside of work?

• I have a collection of around 700 old, de-commissioned street signs. I have always been fascinated by them, and I think because of the design elements: shape, color, typography and standardization. I received my first real sign when I was 5 or 6 years old.
• I also have a 1,000-strong vinyl record collection. I grew up playing my parents' records, recording them on cassette, and making compilations and mixtapes.
• Related to the above, I produce an annual holiday mixtape of underground or long-forgotten Christmas tunes. As much fun as compiling the tracks is designing an album cover each year.

What are some fun facts about you?

• I'm also the proud dad to three amazing daughters!
• When I was much younger, I earned my way to one degree shy of a black belt in Chinese Kenpo.
• I somehow made it into the "Ripley's Believe it or Not!" book for my street sign collection. This led to interviews with the Boston Globe and BBC, as well as invitations to be on Wife Swap and The Jimmy Kimmel Show. (I declined the latter two!)

What is one word you'd use to describe yourself? Particular.

Alec's Meaning and Purpose:

"My purpose is to serve others. I create meaning by develop quality relationships, while learning something from everyone and to find value in things bigger than myself."

What is your favorite place to travel? Rocky mountains and Mexico

Who is a mentor that you look up to? Father

What do you enjoy most about Howard Bailey? It is an organization that cohesively prioritizes growth

Read more about Alec

Jamie's meaning and purpose:

"My purpose is to use my talents to materially improve the lives of others and help them recognize their own unique value. I create meaning by building connections, leading with empathy, and creating."

Who is a mentor that you look up to? My grandmother. Mama exemplifies loyalty, unconditional love, and service to others.

What are your hobbies outside of work? I enjoy baking, photography, creating 2D/multimedia art, and going to the gym with my husband.

What do you enjoy most about Howard Bailey? I appreciate Howard Bailey's commitment to investing in the team. When we are empowered to improve ourselves, we are empowered to improve our clients' lives.

What is a fun fact about yourself? In the beginning of my career, I thought I wanted to be a stock trader on Wall Street. However, after working alongside my father as an advisor, I saw the impact this role could have on the lives of others. At that point, there was no turning back!

What are your hobbies outside of work? Spending time with my wife and three children, exercising, hunting, fishing, and cooking

Where is your favorite place to travel? Boyne City, MI, with my family or anywhere with a body of water and an opportunity to fish!

What are your favorite local businesses to support? Thai Diner, Tolon, Two-EE's Winery, Catablu, Mocha Lounge

What is your favorite quote? “You can have everything in life you want, if you will just help other people get what they want.” —Zig Ziglar

Read more about Casey

Chelsie's Meaning and Purpose:

"My purpose is to care for others. I create meaning by showing compassion, connection, and communication."

What is one of your favorite sayings? I am, I can, I will, I do!

What are some of your hobbies? I enjoy photography, fitness, reading, baking, planning themed parties, wine, exploring new cultures, farmers' markets, hiking, and spending time with my 3 kids!

What are some of your favorite local businesses? Juice Jar, Nawa, and Mocha Lounge

Grant Welter is passionate about improving the lives of his clients through personalized financial strategies. His approach focuses on addressing each client’s unique goals, dreams, and values, helping ensure that their financial plan is truly tailored to their individual needs. Leveraging Howard Bailey's Retire With Purpose™ framework, Grant guides his clients through the complexities of retirement planning and beyond, helping provide clarity and confidence in their financial future.

Grant’s passion for helping others runs deep. Before joining Howard Bailey, he began his career as a physical therapist, where he developed a love for working with people and making a positive impact in their lives. This "people first" mentality seamlessly carried over to his work in the financial industry, where he continues to build meaningful relationships and help clients achieve their aspirations.

Grant holds a Bachelor's degree in Psychology from Indiana University and earned his Doctor of Physical Therapy degree from the University of Alabama at Birmingham. In addition to being an Investment Adviser Representative (IAR), he is certified in life and health insurance, further enhancing his ability to provide comprehensive financial guidance.

Outside of the office, Grant enjoys spending time with his wife and two children, visiting local parks, hiking, golfing, and any other outdoor activities he can enjoy with friends.

Grant's Meaning and Purpose

"My purpose in life is to be the best husband, father and friend I can be while dedicating my career to bettering people's lives. I create meaning by being present, remaining loyal, setting goals, and trying new things."

What is your favorite quote/saying?
"The quality of a person's life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor." - Vince Lombardi

What is a fun fact about yourself?
My wife and I hiked the southern half of the Appalachian Trail from Georgia to West Virginia.

What do you enjoy most about Howard Bailey?
Every team member is focused on doing the right thing for our clients and they are all very good at what they do.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Carl's Meaning and Purpose:

"My purpose is to make people smile. Whether that be by greeting everyone with a huge smile or hug, cracking jokes, or through digital storytelling, my end goal is to leave anyone I meet with a smile. I create meaning by listening. If you listen to what people want or need, you already have everything you need to create meaning."

What are your hobbies outside of work? I thoroughly enjoy trying to cook, shooting videos with my friends, and trying new things every week.

Who is a mentor that you look up to? My mentor in College was an awesome guy named Aaron. He challenged me to not only think about the arts and creative, but also the analytics. I owe him for a lot of the business acumen I have today.

What is one word you would use to describe yourself? curious

Ty Wyss is passionate about understanding what drives your unique financial goals and providing personal guidance in the development of your comprehensive Retire With Purpose™ plan. He is dedicated to supporting you through complex financial situations, coaching you through your top retirement concerns and building a lifelong relationship.

Ty obtained his Master’s degree from Indiana Wesleyan University and has served as the financial lead on the board of directors for various non profits.

Prior to joining Howard Bailey, Ty cultivated his experience as a financial professional with a Fortune 500 company, providing clients with guidance on retirement income planning, investment management and tax minimization strategies. He is an Investment Adviser Representative and is life, accident, and health insurance licensed as well as long-term care.

Outside of the office, Ty and his husband Matt enjoy fathering their blended family of six children. Ty also enjoys visiting local wineries and breweries, as well as immersing himself in interior design and landscaping projects.

Ty's Meaning and Purpose

"My purpose is to listen intently so I can offer care to those around me. This spills into my professional life by taking a posture of not assuming I already know what someone else needs until I've taken the time to truly listen to them. I do this with my spouse, children, friends, and clients. I create meaning by owning, developing, and pursuing whatever gifts, talents, and abilities have been afforded to me. I offer these as a source of comfort and benefit to those around me."

What is a cool talent or fun fact about yourself? I love interior design and landscaping. I truly enjoy being able to take undeveloped things and create beauty out of them.

What is your favorite place to travel? Puerto Vallarta, Mexico

What do you enjoy most about Howard Bailey? The team approach we take to helping clients rather than being silos

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Ryan Zeeb is dedicated to being a financial guide you can count on. He is passionate about creating a positive impact in your life by helping you aim to protect and grow your assets through the development of your personalized Retire With Purpose ™ Plan.

For over two decades, Ryan has worked in the financial services industry, serving and helping guide clients through the process of retirement planning, wealth transfer, risk management, estate planning and investment management. Throughout this time, Ryan cultivated a strong appreciation for the power of a comprehensive planning process, and its ability to help deliver families financial independence.

Ryan graduated from Taylor University with a Bachelor’s degree in Business Administration. He is also an Investment Adviser Representative and is certified in life and health insurance.

Outside of the office, Ryan enjoys outdoor adventures, as well as attending sports games and other activities for his three children. Additionally, Ryan coaches a traveling high school boys baseball team in the Northwest Ohio and Toledo area.

Ryan's meaning and purpose:

"My purpose is to assist others on growing their journey. I create meaning by making a meaningful impact on the lives of the people I come in contact with."

What are your hobbies outside of work? Coaching my kids in sports

Who is a mentor that you look up to? My grandfather

What do you enjoy most about Howard Bailey? Working in a team environment to achieve success for our clients and team members.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.