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.

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.

David Raabe is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Company, Inc. since 2014. Raabe serves as Chairman of the Board of Directors for the Gemmill Foundation, which awards scholarships to law students and undergraduates, and is a board member of the Marion Aero Club. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

David Groholski is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in purchasing and refurbishing single-family homes. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Allison De Stefano is a financial advisor at LPL Enterprise with six years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates, Indiana Farm Bureau Insurance, and Prudential Insurance. De Stefano is also involved in entrepreneurial financial planning activities through Premier Planning Partners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Justin Moon is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for Hope Missionary Preschool in Bluffton, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors nationwide.

Mark Grieger is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at SPC, Sigma Financial Corporation, and Equitable Advisors. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with more than 22,800 advisors and over $819 billion in discretionary assets under management.

Sean Day is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial for 11 years. Sean is based in Fort Wayne, IN. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Shelly Christian is a CFP® professional with 27 years of industry experience. She is currently with OSAIC and has previously worked at American Portfolios and Fergusson Miller Asset Management. She is co-owner of Miller, Christian & Zwiebel Asset Management Corp, an entity involved in managing firm operations and personnel. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Andrew Ehrman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 23 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. Ehrman is also involved in health insurance, specializing in Medicare Supplement and Advantage plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Davyd Jones is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 designations and 13 years of industry experience. His work history includes roles at Edward Jones and Raymond James and Associates. He is also involved with Akademeia Financial and Private Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional services, utilizing a broad network of investment adviser representatives and advanced operational tools.

Jason Korner is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Wayne, IN. He has nine years of industry experience, including three years at CBRE, Inc., before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a large nationwide network of advisors and branch offices.

Joshua Nix is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of advisory work, he manages a weekly beach rental property in Avon, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its large retail advisor network and affiliated capabilities, including a trust company and proprietary mutual funds.

Colin Zwiebel is a financial advisor with OSAIC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and previously worked at Miller and Christian Asset Management. In addition to his advisory role, he operates a financial advisory business as an S Corporation and provides life insurance brokerage services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Lawrence Waite is a financial advisor with Primerica Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation handled by BNY Mellon Advisors.

Julian Robbins is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Sylvan Learning Center and Purdue University Fort Wayne. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Miller is a financial advisor with Ameriprise in Roanoke, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities. Outside of his advisory role, Miller serves as a board member for Greater Fort Wayne Crime Stoppers and is involved in local homeowners association management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Trenton Clay is a financial advisor with Edward Jones in New Haven, IN. He holds a Series 66 designation and has been with Edward Jones since 2026. His prior work experience includes roles at Amazon, Star Bank, and SiteOne Landscape Supply. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Layne Vanstone is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with J.P. Morgan since 2015. 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 through a non-discretionary program. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Erik Haegeland is a financial advisor with Thrivent Investment Management based in Fort Wayne, IN. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at Thrivent Financial, OSAIC Wealth Inc, and Ambassador Wealth Management, as well as prior experience outside of finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.