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David F

CFP®, Series 66

Fort Wayne, IN

Cetera

David Funk is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Cetera in Fort Wayne, IN, having joined the firm and its affiliate Cetera Wealth Services, LLC in 2025. He also serves as treasurer and board member of Black Pine Animal Park Sanctuary, a nonprofit exotic animal sanctuary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large national network of independent advisors. The firm serves individuals across wealth levels as well as retirement plans, corporate, charitable, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jaclyn G

Series 66

Fort Wayne, IN

Cetera

Jaclyn Gilpin is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Cetera and previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she provides accounting services including bookkeeping and tax planning through Christen Souers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios or custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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