Zachary Fiandt is a CFP® professional with 12 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with PNC Private Bank, Cetera, and Lake City Bank. Outside of his advisory role, he is involved in a business related to luxury automobiles in Northeast Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management strategies.

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 previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he has served with the Fort Wayne Fire Department since 2000. Osaic Wealth, Inc. serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a wide network of advisers, utilizing asset-allocation tools, multiple investment products, and both discretionary and non-discretionary management options.

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.

Robert Higgins is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Fifth Third Securities. In addition to his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Brooke Peters is a Series 66-credentialed financial advisor with two years of experience at Thrivent Investment Management and related entities. Prior to joining Thrivent, she held positions at Ash Brokerage, Parkview Regional Medical Center, and senior living facilities in Fort Wayne, Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across a range of financial topics. The firm’s services allow clients to combine planning with managed-account programs while keeping advisory and implementation functions separate.

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 in Fort Wayne, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been associated with Cetera and its affiliates since 2014 and also maintains a role with Ferraro Behavior Services since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

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 Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Stores serves as secretary on the board of his local office condominium association. 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 wealth portfolios, and third-party asset management, combining these with active sales of financial products and insurance through an affiliated agency.

Jennifer Radke is a financial advisor at Wells Fargo Advisors in Fort Wayne, Indiana, holding a Series 66 credential with 21 years of industry experience. Her career includes over a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop client recommendations.

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 in Fort Wayne, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. He worked at PNC Private Bank from 2015 to 2024 before joining LPL Financial. Outside of his advisory role, he is involved in a car rental and detailing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Kimes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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 with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Osaic, he worked six years at Preferred Financial Group and spent several years involved with restaurant operations under the ObiCai Restaurant Group. He is also owner of Preferred Tax Consultants, where he provides tax preparation services. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes, with options for discretionary and non-discretionary management.

Matthew Middleton is a financial advisor with Cambridge Investment Research Advisors in Fort Wayne, IN. He holds Series 63 and Series 66 credentials and has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and custody platform arrangements.

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 with three 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, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.