Aimee Davis is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory work, she serves on the reunion committee for Bishop Dwenger High School, managing funds and organizing events for her alma mater. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk profiles.

Jeramie Shamp is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and worked previously for Lincoln Financial Advisors Corporation for 10 years. Outside of his advisory role, Shamp has been a member of the Fort Wayne Fire Department since 2000. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a broad range of advisory and brokerage services delivered through a multi-advisor platform.

Colleen Maloney is a Series 66-credentialed financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2016, based in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Brooke Peters is a financial advisor at Thrivent Investment Management in Fort Wayne, Indiana, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Ash Brokerage and healthcare organizations such as Parkview Regional Medical Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across various topics and provides clients with the option to integrate planning with managed accounts under a consolidated billing arrangement.

Sun Park is a CFP® with 26 years of industry experience, currently affiliated with Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Fort Wayne, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Cottier is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Cetera and affiliated entities since 2014 and is also involved with Ferraro Behavior Services since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with a focus on discretionary and non-discretionary account options.

Jacob Kirkpatrick is a financial advisor with Edward Jones in Fort Wayne, Indiana. He holds a Series 66 credential and has one year of experience at Edward Jones. Prior to joining Edward Jones, he worked for eight years at Vine Realty and operated Kirkpatrick Appraisal Services LLC for 21 years. 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 programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Stores is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he serves as secretary on the board of a local office condominium association in Fort Wayne, IN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Steven Di Renzo is a Series 66-licensed financial advisor with UBS Financial Services in Fort Wayne, Indiana, having 21 years of industry experience and over 22 years at UBS. He holds leadership roles as president in two companies, The Energy Alternative and Modern Materials, Inc., and serves as a director of the Virgina Westrick Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Seth Marshall is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Private Bank, J.P. Morgan Securities, and Waterstone Financial Group. Outside of his advisory role, he is involved in a car rental and detailing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Daniel Kimes is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, NA since 2010. He holds Series 63 and Series 66 designations and is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates an ESG eligibility framework.

Jonathan Leman is a financial advisor with LPL Financial in Fort Wayne, IN, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with LPL Financial since 2026 and previously worked with Momentum Wealth and Commonwealth Equity Services, Inc. Outside of his advisory role, he is involved in a travel services business based in South Africa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

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.

Benjamin Jones is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Preferred Financial Group since 2020 and has a background in restaurant group management. Jones is also involved in tax preparation through his ownership of Preferred Tax Consultants. OSAIC Wealth serves a diverse client base including retail, institutional, and high-net-worth individuals, offering brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization.

Matthew Middleton is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 designations and was previously with Lincoln Financial Advisors Corporation for 10 years. His practice is based in Fort Wayne, IN. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals managing a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jason Quinn is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation and with three years of industry experience. Prior to his current role, he worked at Delaware Insurance and Delaware Life Insurance, and earlier spent eight years at Starbucks Coffee Corporation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Rothgeb is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at PNC Bank NA for 13 years. He serves as Membership Director for the West Central Neighborhood Association in Fort Wayne, managing membership applications and payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds and additional services such as tax-efficient strategies and securities-based lending.

Whitney Ashley is a financial advisor with LPL Financial based in Fort Wayne, IN. She holds the Series 66 designation and has five years of industry experience. Prior to joining LPL Financial in 2026, she worked at Commonwealth Financial Network for six years and Leman Financial Advisors for twelve years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Laura Miller is a Series 66-registered financial advisor with UBS Financial Services in Fort Wayne, IN, and has 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Willie Smith is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”