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.

Duane Schuman is a financial advisor with Edward Jones in Garrett, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Alec Watercutter is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and one year of industry experience. Prior to joining Osaic in 2024, he was self-employed from 2022 to 2024 and has held roles in banking and small business operations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools such as asset-allocation modeling and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Benjamin Mc Bride is a financial advisor with Edward Jones in Auburn, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Zachary Jennings is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he is involved with Practice Management Associates, LLC, where he participates in client meetings, trading support, and wealth management activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Eric Bowser is a financial advisor at Edward Jones in Auburn, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for 17 years. He serves as Finance Lead at Pine Hills Auburn Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

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.

Chad Tallman is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Spc, Sigma Financial Corporation, CLN Financial, and Alpha Omega Consulting. Outside of his advisory work, he is a semi-professional pool player. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, supported by in-house and third-party research.

Tyler Ford is a Series 66-licensed financial advisor with Ameriprise in Fort Wayne, Indiana, where he has worked since 2021. He has four years of industry experience and previously worked six years at Hi-Tech Tooling & Supply Inc. Ford serves on the boards of Covington Dells HOA and Greater Fort Wayne Campus Ministry and volunteers teaching basic financial principles with Habitat for Humanity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Bridge is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 66 designations. She has 29 years of industry experience, including prior roles at JJB Hilliard WL Lyons LLC. Bridge has been with Baird since 2019, with a brief period of unemployment between 2019 and 2021. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

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.