Our Team
FORT WAYNE HOME OFFICE
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Kurt Gutman
Financial Advisor
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Chris Swanson
Portfolio Manager & Financial Advisor
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Tammy Trammel
Client Specialist
VALPARAISO OFFICE
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James J. Bobos, AAMS®
Partner, Portfolio Manager, Financial Advisor
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Lynn Fisel
Financial Advisor, Partner
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Cliff Malings
Financial Advisor
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Cheryl Ryan
Client Services
