Say hello to the team who will coach you through your financial goals.

Advisory

Your Advisor is your financial coach who partners with you to define your unique financial philosophy, and takes the lead in building your customized financial strategy — The Retire With Purpose™ Framework.

Client Service

The Client Service Team strives to provide secure, accurate and efficient service to our clients. The team specializes in the financial operations and processing that deliver our clients customized retirement strategies.

Client Relations

The Client Relations Team works with with prospective clients to understand their financial questions and concerns, and connects them with an Advisor who is best suited to develop a strategy around their unique situation.

Impressions

The Impressions Team greets in-office visitors; answers communication by phone, email, chat and text; assists with our weekly dinner events; and manages daily office operations and administrative tasks.

Marketing

The Marketing Team manages the Retire With Purpose podcast, radio and TV programs, email communication, social media and company events.

Operations

Our Operations leaders support all functions of Howard Bailey, while directly managing the Human Resources, Finance and Accounting, Technology, Legal and Compliance and Client Service functions. They focus on innovative ways to grow our people, processes and technology to deliver on the brand promises to our clients.

Founders

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Casey B. Weade, CFP®, RICP®, CLU®, ChFC®
Founder & CEO

A fulfilling life begins with pinpointing your purpose. Casey Weade, CEO and Chief Visionary of Howard Bailey Financial, learned this firsthand when he achieved financial independence in his late 20s, unsure of how to utilize his newfound financial freedom. With his focus no longer needing to be on money, the mindset around not only his career but his life in its entirely shifted.

“That was the moment I realized all of my goals had always been about the collection of money and things”, said Weade. “They were void of those most meaningful moments in life.”

For Weade, those moments included time spent with family, being present with his wife and kids, and serving the community. He considered what it might look like to take early retirement, but that didn’t mirror his passion. He reflected on his “why” in life. What did he stand for? Weade knew his purpose was to serve others, and discovered there was a way he could continue to carry that out.

“I realized that giving back doesn’t mean you’re just giving money away to charity,” Weade said. “You can be most effective by utilizing those gifts you have – For me, that was finances; Getting money, making money, investing, financial planning, and goal setting. I uncovered a framework that I used in my own financial life, and without even really thinking about it, I structured a framework that delivered this financial freedom.”

Weade developed the Howard Bailey propriety planning process, known as the Retire With Purpose™ Framework. This framework reflected Casey’s belief that all retirement plans should be driven by meaning and purpose because without purpose, we lack direction.

After years of growing up in the financial world alongside his father and meeting with clients of his own, Weade realized that many people aren’t prepared for the transition into retirement. They spend time thinking about money, but don’t consider the emotional effects of leaving the workforce – the loss of identity, or feeling of “what’s next?” He wanted to help people find their purpose and financial confidence.

Through his role as president of Howard Bailey Financial, Casey now focuses on educating others on how to find fulfillment and financial independence. He has been featured in national media outlets, including The Wall Street Journal, Fox Business, and CNBC. Additionally, Weade hosts the weekly “Retire With Purpose” radio and TV shows, which air across the Midwest, as well as the national “Retire With Purpose Podcast”.

He also turned his inspiration for developing Howard Bailey’s financial planning framework into his latest book, “Job Optional*,” which reached #1 on the Amazon Best Seller List in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller List. The book was structured as an easy-to-understand guide to pinpointing your purpose, reaching financial freedom, and having the choice to never work again.

“Once you get to that Job Optional status, once you have that financial confidence, you’ll be amazed by what changes in your life,” Weade said. You’ll be amazed by the impact you can have in the world.”

Casey continues to prioritize serving, guiding, and educating others every day, as well as making his own education a priority. As a Finance graduate of Stetson University, Casey has also earned several financial designations. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified ProfessionalÒ (RICP®) certifications, as well as his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. In addition, he is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance, and is also Long-Term Care Certified.

When he isn’t helping others find financial freedom, Casey enjoys spending time with the people who bring him the most joy: His wife, Chelsie, and three children; Calvin, Carver, and Chloe. He also enjoys hunting, fishing, golfing, and staying active with friends and family. His time is intentional and filled with purpose. Because a life with purpose is one of fulfillment.

What is a fun fact about yourself? I once played 81 holes of golf in one day!

Who is a mentor you look up to? Jon Vroman of Front Row Dad's

What is your favorite movie? Happy Gilmore

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark and the ChFC®is the property of The American College, which reserves sole rights to its use, and is used by permission.

HB Meetthe Team Advisors Marshal Johnson HB Meetthe Team Advisors Marshal Johnson
Marshal N. Johnson, CFP®
Vice President & Senior Financial Advisor

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.

HB Meetthe Team Advisors Rob Mc Coy HB Meetthe Team Advisors Rob Mc Coy
Rob McCoy, CFP®
Senior Financial Advisor

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 help lead to a lifetime of financial security. 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 that lead 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.

HB Meetthe Team Advisors Ryan Nuechterlein HB Meetthe Team Advisors Ryan Nuechterlein
Ryan Nuechterlein
Senior Financial Advisor

Ryan Nuechterlein is passionate about creating custom retirement plans that help transition his clients into retirement with security 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 peace of mind .

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.

HB Meetthe Team Advisors Isaac Berg HB Meetthe Team Advisors Isaac Berg
Isaac Berg
Financial Advisor

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.

Howard Bailey Reid Braun Meet the Team Site Howard Bailey Reid Braun Meet the Team Site
Reid Braun
Financial Advisor

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.

HB Meetthe Team Service Advisors Kelsey Dagle HB Meetthe Team Service Advisors Kelsey Dagle
Kelsey Dagle
Financial Advisor

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 world-class experience.

Prior to joining Howard Bailey, Kelsey spent a decade cultivating her financial professional experience by working at a local field marketing organization (FMO), specializing in client service, advisor support, case design and product management. Throughout this time, Kelsey developed a deep passion for being a reliable, trustworthy 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.

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Marti Evans
Financial Advisor

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 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.

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Christopher L. Horoky
Financial Advisor

Christopher Horoky has dedicated his 20-plus years in the financial industry to helping pre-retirees and retirees achieve 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 specialized in 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.

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David S. Littrell
Financial Advisor

David Littrell is passionate about building your personalized retirement plan based on what brings you meaning and purpose. With a client-first mentality, David is dedicated to understanding your values, retirement goals and top financial concerns to create a retirement strategy that is truly customized to your unique situation.

Prior to joining Howard Bailey, David cultivated his financial professional experience as an Advisor for over seven years. Throughout this time, he coached clients through retirement planning, investment advice, tax strategies and estate planning. David graduated from Indiana University with a Bachelor of Science degree in Marketing and Management.

In his free time, David enjoys spending time with his wife, Kristi, and their four children. Together, they love vacationing in Florida, traveling to Busch Stadium to watch the St. Louis Cardinals play and cheering on the Indiana University Hoosiers basketball team.

David's Meaning and Purpose:

"My purpose is to help others. It starts at home by supporting and leading my family. In my professional life I help my clients develop personalized retirement strategies. I create meaning by fostering relationships with others and continuously growing the relationships within my family."

Which college did you attend and support? Indiana University - GO BIG RED!

What is your favorite TV show? Seinfeld

What are your hobbies outside of work? You will find me bicycle riding with my younger children and attending my older daughters' softball, volleyball, and basketball games.

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.

HB Meetthe Team Service Advisors Sara Provines HB Meetthe Team Service Advisors Sara Provines
Sara Provines
Director of Advisory Services & Financial Advisor

Sara Provines is dedicated to helping you plan for a confident retirement full of meaning and purpose. She is passionate about gaining a deep understanding of your unique financial goals, dreams and concerns, then utilizing customized financial strategies to help bring your ideal retirement to life. Sara is here to be your lifelong financial guide, as well as a trusted source to help you navigate the complexities of financial planning and retirement.

Before stepping into her role as a Financial Advisor, Sara was a Howard Bailey Advisor Liasion, where she assited the Advisory team with planning and preparing for client meetings. This experience furthered Sara’s knowledge in developing retirement planning strategies for minimizing taxes, maximizing Social Security benefits and protecting lifelong savings.

Prior to joining Howard Bailey, Sara developed her career in the financial advisory field by working as a Financial Planning Specialist and Head of the Financial Planning Department for a local firm. Throughout this time, she helped clients by reviewing and analyzing their financial goals, as well as assisting with the retirement planning process.

Sara graduated with an Associates Degree in General Studies and Psychology from Indiana University Fort Wayne. She is an Investment Adviser Representative and is certified in life and health insurance.

Outside of the office, Sara enjoys traveling to Northern Michigan to swim or fish in the summer and ice fish or snowmobile in the winter. Sara and her husband enjoy outdoor activities, spending time with friends and family and pursuing any adventures that come their way.

Sara's Meaning and Purpose:

"My purpose is to wholeheartedly understand clients needs, wants and lives to help them create a financial plan and create clear steps to execute that plan to achieve their goals. I create meaning by fully understanding clients perspectives so that they can live a meaningful life while achieving their financial goals with their financial plan we helped them to create."

What is your favorite quote/saying? "For those who have heart" because if you don't have your heart invested in what you are doing, you don't truly have meaning or purpose in what you are doing."

What is a fun fact about yourself? I snowmobile over 500 miles every winter all over Michigan.

What is your favorite place to travel? I love northern Michigan but I am always up for new places and new experiences!


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.

HB Meetthe Team Advisors Brian HB Meetthe Team Advisors Brian
Brian Singer
Consultant

Brian Singer believes in helping you discover your “why” and using that as a foundation to build a financial strategy that is truly customized to you. He is passionate about understanding what excites you each day; taking the clear vision of the life you want to live in retirement, then helping you put your money to work for a lifetime of fulfillment.

Prior to its acquisition with Howard Bailey in 2022, Brian founded Singer Financial Group in 1996 with a similar financial planning philosophy to what Howard Bailey holds today: Developing retirement plans based around your meaning and purpose.

Throughout his time as CEO, Brian cultivated a firm focused on people and process, and above all, creating retirement strategies that help bring lifelong financial peace of mind. Now, as a Financial Advisor with Howard Bailey, Brian continues forming new relationships, serving clients and carrying out his mission to help you live out your dreams – not downsize them.

Brian graduated with a Bachelor’s degree in Business from Indiana State University. He is also an Investment Adviser Representative (IAR).

Outside of the office, Brian enjoys spending time with his wife, attending grand kid sporting events, walking his dog, Benny, traveling to Florida and playing pickleball.

Brian's Meaning and Purpose:

"My purpose is looking forward to each new day with gratitude, positive anticipation and a focus on personal growth, while helping those I come in contact with do the same. I create meaning by understanding that our life journey is largely determined by the decisions and choices we make each day."

Where is your favorite place to travel? I enjoy spending time at our condo in Naples, FL, and cruises on the Rhine River.

What are your favorite local businesses to support or local places to visit? I love dining out at restaurants that have good food AND good service.

What is your favorite TV show? Yellowstone

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.

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Ryan Zeeb
Financial Advisor

Ryan Zeeb is dedicated to being a trusted financial guide you can count on. He is passionate about creating a positive impact in your life by helping you 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.

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Grant Welter
Financial Advisor

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.

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Ty Wyss
Financial Advisor

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.

Howard Bailey Karissa Labenz Meet the Team Site Howard Bailey Karissa Labenz Meet the Team Site
Karissa Labenz, FPQP®
Financial Advisor Support Specialist

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.

HB Meetthe Team Service Advisors Rachel Lockwood HB Meetthe Team Service Advisors Rachel Lockwood
Rachel Lockwood, FPQP®
Director of Client Service

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.

HB Meetthe Team Client Operations Jason Hirsch HB Meetthe Team Client Operations Jason Hirsch
Jason Hirsch, FPQP®
Client Service Specialist

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

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Lakeshia Holeman
Client Service Specialist

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.

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Amber Hoopengardner
Client Service Specialist, FPQP®

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.

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Jason Pruitt, FPQP®
Associate Advisor

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? Gatlinburg TN

What do you enjoy most about Howard Bailey? The culture

What are your hobbies outside of work? Video Games and Photography


HB Meetthe Team Client Operations Brad Reiling HB Meetthe Team Client Operations Brad Reiling
Brad Reiling, FPQP®
Client Service Specialist

Brad's Meaning and Purpose:

"My purpose is to provide our clients with world-class service with each phone call, email, and office visit. I create meaning by following through on each client's request to make sure the request is completed and completed correctly."

Where do you like to travel? Anywhere tropical!

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

What do you enjoy the most about Howard Bailey? I really enjoy helping our clients with their financial needs.

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Jamie Tolson, FPQP®
Client Service Specialist

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.

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Hannah Green, FPQP®
Impressions Manager

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

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Toni Cheek
Office Manager
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Taylor Dacar, FPQP®
Impressions Specialist

Taylor's Meaning and Purpose:

"My purpose is to help people smile and make their lives easier. I create meaning by maintaining a positive attitude & helping others to always be looking for the bright side."

What is your favorite quote/saying? "Life begins at the end of your comfort zone." - Neale Donald Walsch

Which college did you attend or support/cheer on? Notre Dame - Go Irish!

What do you enjoy most about Howard Bailey? The People! Both our clients and team members


HB Meetthe Team Impressions Jennifer Miller HB Meetthe Team Impressions Jennifer Miller
Jennifer Miller, FPQP®
Impressions Specialist

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.

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Ashlee Ritchie, FPQP®
Impressions Specialist

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!


HB Meetthe Team Impressions Katie W HB Meetthe Team Impressions Katie W
Katie Weisser, FPQP®
Office Manager

Katie's Meaning and Purpose:

"My purpose is to make positive connections with others and enjoying those around me. I create meaning by helping and listening to others - I find it important to make people feel heard and valued."

What are your hobbies outside of work? Outside of work I love to be outside enjoying nature, going on walks or hikes. I also spend much of my time tending to my plants! I often say I am a plant mom because I have many indoor plants.

Who is a mentor that you look up to? I look up to my mother. She always inspires, supports, and believes in me.

What do you enjoy most about Howard Bailey? I enjoy the entire team we have at Howard Bailey, including the amazing culture that has been created.


Chelsie Weade Meet the Team Site Chelsie Weade Meet the Team Site
Chelsie Weade
Co-Founder

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

HB Meetthe Team Operations John Harper HB Meetthe Team Operations John Harper
John H. Harper, Esq., LL.M.
General Counsel & Chief Compliance Officer

John's Meaning and Purpose:

"My purpose is challenging myself, growing every day, and creating value for others through my knowledge of the law. I create meaning by affecting change in the lives of my family and my community."

What is your favorite movie? My favorite movie is Groundhog Day!

Which college did you attend? I earned a B.S. degree and majored in marketing at Auburn University Montgomery. I earned a J.D. at the University of Florida Levin College of Law. I'm currently attending Georgetown Law Center remotely and pursuing my LL.M. in Securities and Financial Industry Regulation.


HB Meetthe Team Operations Taylor Foutz HB Meetthe Team Operations Taylor Foutz
Taylor Mauch
Director of Operations

Taylor's meaning and purpose:

"My purpose is to help raise people up and make the best of any situation. I create meaning by giving ongoing support and love to the people around me, and making sure people feel heard and understood."

What is a cool talent you have? I LOVE dancing! I was on the dance team growing up and it's still my favorite way to exercise.

Where is one of your favorite places to travel? Mexico!!! I love a great beach vacation with tacos and margaritas!

What is your favorite movie and tv show? My favorite movie is Casper and my favorite tv show is The Office.

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Les McDaniel
Chief Purpose Officer

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.


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Bryan Provines
Facilities Manager
Howard Bailey Aoife Power Meet the Team Site Howard Bailey Aoife Power Meet the Team Site
Aoife Power
Director of Business Administration

Aoife's Meaning and Purpose:

"My purpose is to help others become the best versions of themselves. I create meaning through kindness and compassion."

What is your favorite quote? "If you change the way you look at things, the things you look at change." - Wayne Dyer

What are your favorite local businesses to support and places to visit? Vinland Reserve Winery, Matea Park, and Indiana Autism Alliance.

What do you enjoy most about Howard Bailey? The innovative mindset.


Zach Bloom Meet the Team Site Zach Bloom Meet the Team Site
Zach Bloom
Client Relationship Specialist

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.


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Jennifer Forth, FPQP®
Client Relationship Manager

Jennifer's Meaning and Purpose:

"To engage fellow humans in a meaningful, uplifting, and encouraging manner to inspire hope. Build a learning environment that energizes and maximizes personal growth in those around me."

What are your hobbies outside of work? Renovations, gardening, bicycling, canoeing, swimming, and dog walks.

What are your favorite local businesses to support? Salvatore's, Tolan, Olive Twist, Pinup Curls, Michael's Hair Design, Aboite Animal Clinic, Sycamore Hills Dentistry, Fort Wayne Spine and Joint

What do you enjoy most about Howard Bailey? The culture of freedom to create and build what we need to succeed.


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Alec Sanderson, FPQP®
Client Relationship Specialist

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

Steve Salcedo Meet the Team Site Steve Salcedo Meet the Team Site
Steve Salcedo
Chief Marketing Officer

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.

HB Meetthe Team Marketing Teryn Becker HB Meetthe Team Marketing Teryn Becker
Teryn Becker
Copywriter

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.

HB Meetthe Team Marketing Katie Schenkel HB Meetthe Team Marketing Katie Schenkel
Katie Collins
Marketing Program Manager

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!


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Lynette Fager
Content Marketing Manager

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.

HB Meetthe Team Marketing Ashley Lamb HB Meetthe Team Marketing Ashley Lamb
Ashley Lamb
Marketing Analyst

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!

HB Meetthe Team Marketing Kim Milentis HB Meetthe Team Marketing Kim Milentis
Kimberly Milentis
Director of Client Experience

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.

HB Meetthe Team Impressions Lyndi Saalfrank HB Meetthe Team Impressions Lyndi Saalfrank
Lyndi Nagel
Event Specialist

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.


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Carl Wright
Marketing Multimedia Specialist

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