Dana Simcox is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Raymond James Financial since 2009 and has owned Simcox Financial Services since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored non-discretionary planning supported by advanced analytical tools and a broad network of affiliated advisory firms.

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.

Robert Podschlne is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on establishing a wealth management process for individual clients by utilizing the Personal Wealth Analysis® (PWA) platform, which helps clients develop a financial game plan tailored to their essential and aspirational goals. His expertise includes retirement planning, lending needs, insurance needs, wealth preservation, and portfolio management services. Robert works closely with clients and their families to set and pursue goals related to college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Robert holds a Bachelor's Degree from Central Michigan University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys baseball, basketball, football, music, spending time with his family, watching movies, and woodworking.

Tyler Haire is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He brings more than six years of experience in the financial services industry, focusing on assisting individuals, business owners, and companies navigate the financial impacts of life events, market fluctuations, and regulatory changes. Tyler works closely with high-net-worth individuals and families to understand their financial situations, risk tolerance, and goals, crafting personalized strategies to help prioritize and pursue their long-term financial objectives. Tyler holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He earned his bachelor's degree from Indiana University/Purdue University at Fort Wayne. Leveraging Merrill Lynch’s resources and research from BofA Global Research, Tyler provides clients with access to comprehensive services such as income management, education funding, retirement planning, and estate planning, while collaborating with other professionals as needed. In addition to his professional commitments, Tyler values community involvement and dedicates time volunteering with local organizations. Outside of work, he enjoys football, golfing, and spending time with his family. His personal philosophy emphasizes working one-on-one with clients to develop tailored financial strategies aligned with their unique goals.

Dalton Smith is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Thrivent Investment Management Inc. In addition to his advisory role, he works as an insurance agent selling Medicare, life, and extended care insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, and third-party asset management, combining advisor programs with active sales of various financial products, including insurance.

Scott Cook is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he owns Gregorian Studios, a music production business, and produces original music and devotional content for the Distinctive Devotionals YouTube channel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

James Brownwell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Reynolds Wealth Management and Credent Wealth Management, along with service in the United States Marine Corps. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports a wide network of advisors and affiliated firms.

Jessica Stephenson is a financial advisor at Edward Jones in Auburn, Indiana, with three years of industry experience. She previously worked at 1st Source Bank for eight years before joining Edward Jones in 2023. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee models, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Reed is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial or its affiliates since 1991. Outside of his advisory role, he works as an independent contractor providing financial advisory services for Simcox Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and advisory firms.

Erik Fearnow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Shannon Clifton is a financial advisor at Edward Jones in Auburn, Indiana, with 15 years of industry experience. Clifton has held roles at Edward Jones since 2017, with additional experience at The Prudential Insurance Company of America and Garrett State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Crawford is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Vector Financial Consulting LLC for two years and has been involved with Dr. Scratch Vinyl N Tape LLC since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with nationwide coverage through more than 23,700 advisors.

Justin Berger is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 credential with six years of industry experience. He joined Edward Jones in 2019 after working at Cameron Memorial Community Hospital and Habitat for Humanity of Greater Fort Wayne. Outside of his advisory role, Berger coaches youth volleyball, including serving as head coach for a high-performance team in Angola, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Paul Phillips is a Certified Financial Planner™ professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He advises on the implementation of the CFP certification program as a member of the CFP Advisory Board at Taylor University Fort Wayne. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Raeann Kusch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of her advisory role, she writes and speaks on hospitality and biblical topics to Christian women's groups and serves on the board of a private dining club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing structure.

Matthew Cummins is a financial advisor with Thrivent Investment Management in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at JP Morgan Chase Bank, Jp Morgan Securities LLC, and Cintas. Outside of finance, he is the owner and operator of an office cleaning business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a range of topics, with options to combine planning and managed-account services while maintaining separate delivery and oversight.

Mark Bresnahan is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, he is also licensed as an insurance agent offering a range of insurance and annuity products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

Nicholas Scheumann is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and SII Investments, Inc. Scheumann serves as a Board of Works member for the City of Auburn, an appointed municipal position overseeing procedural compliance for city purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Kirk Collins is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with LPL Financial in Hicksville, OH. He previously worked at Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is involved in selling long-term care insurance and owns a downtown commercial building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Daniela Koenemann is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. Her work history includes nine years at Lincoln Financial followed by a year at Investment Centers of America before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.