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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mitchell C

Series 66

Ft. Wayne, IN

Raymond James & Associates

Mitchell Christopher is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has held roles at multiple financial and non-financial firms, including Allen Wealth Management and The Greenery, Inc. Prior to his advisory career, he has experience in various sectors such as agriculture and hospitality. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Emily B

Series 63, Series 65

Ft. Wayne, IN

Raymond James & Associates

Emily Bush is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding Series 63 and Series 65 designations. She has 28 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rachel S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Rachel Schenk is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Howard Bailey Financial, and Ash Brokerage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Thad W

Series 65, Series 63

Ft. Wayne, IN

Raymond James & Associates

Thad Winter is a financial advisor with Raymond James & Associates in Ft. Wayne, IN. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Three Rivers Insurance Group, Inc. from 2004 to 2018, and brief tenures at Org Private Advisor Group, LLC and Financial Marketing Services, LLC in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Daniel Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he serves as the personal representative on the estate of Laura Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew S

CFP®, Series 66

Ft. Wayne, IN

Raymond James & Associates

Matthew Schmidt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. Outside of his advisory role, he is involved with Emmanuel Lutheran Church as a stewardship and council member and serves on the Northeastern Indiana Alumni Board at Ball State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph G

Series 63, Series 65

Ft. Wayne, IN

Raymond James & Associates

Joseph Goebel is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding Series 63 and Series 65 designations and having 36 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Leonard B

Series 66

Ft. Wayne, IN

Raymond James & Associates

Leonard Boniface Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of advising, he owns and manages a rental apartment business in Fort Wayne, IN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary consulting, and municipal advisory services, supported by a nationwide team and comprehensive research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gwendolyn R

Series 66

Ft. Wayne, IN

Raymond James & Associates

Gwendolyn Ruppert is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James. Ruppert serves on the finance and investment committee of Four:10 Ministries, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David K

Series 66

Ft. Wayne, IN

Raymond James & Associates

David Kolpien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2001 and is also involved in youth sports through his ongoing work with Summit City Baseball since 1997. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lee C

Series 63, Series 65

Ft. Wayne, IN

Raymond James & Associates

Lee Cook is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked at PNC Investments from 2014 to 2018 before joining Raymond James in 2018. Cook holds Series 63 and Series 65 licenses. He serves on the board of the nonprofit Eastern Early Education and is a member of the finance and investment committee for the United Way of Dekalb County. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and provides tailored financial planning and consulting services through a variety of portfolio management styles and affiliate resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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