Sean Day is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial for 11 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Shelly Christian is a financial advisor at OSAIC with 26 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she worked at American Portfolios for 16 years and has been involved with Fergusson Miller Asset Management since 1998, where she is a 50% owner and dedicates time to firm management and training. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm’s advisers utilize a range of portfolio construction tools and provide access to multiple investment platforms and third-party money managers.

Andrew Ehrman is a financial advisor with LPL Enterprise holding a Series 66 designation and 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in health insurance, specifically Medicare Supplement and Advantage plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Davyd Jones is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for six years and Raymond James and Associates for two years. Jones is also involved with Akademeia Financial & Private Wealth Management. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides various investment management options supported by in-house and third-party research.

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.

John Nelson is a financial advisor with Edward Jones in Roanoke, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. He serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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 in Fort Wayne, IN, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 10 years of industry experience, including a decade with Miller and Christian Asset Management. In addition to his advisory role, Zwiebel provides life insurance brokerage services through One Resource Group. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and platforms, managing accounts on discretionary and non-discretionary bases.

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.

Trent Mc Bride is a financial advisor at Edward Jones in Huntington, Indiana, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he is involved in construction and trucking labor through McBride Bros. and manages farm operations in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporations, and charitable organizations. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Jason Dunn is a financial advisor at Charles Schwab & Co., Inc. in Fort Wayne, IN, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017, following a one-year tenure at The Cary Company. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Kreilach is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at LPL Financial since 2023, following over 18 years at Cambridge Investment Research and over 21 years with Jehl & Kreilach Financial Management. Outside of advising, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services supported by research and multiple investment strategies.

Randy Chin is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for 25 years. Outside of his advisory role, he serves as a referee and coach for youth hockey with the McMillan Parks Department in Fort Wayne. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutions, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms and third-party managed-account solutions.

Carmen Hernandez is a financial advisor with Primerica Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Advisors since 2020 and also serves as an office manager for Janice McGraw. Outside of her advisory role, Carmen works as a Spanish translator. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Mark Etter is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved with Moore Wealth Management, a financial advisory practice. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Brian Nussbaum is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2015. Outside of his advisory role, he serves as treasurer for Emmanuel Christian School, managing financial operations and assisting with budgeting and fundraising efforts. He also volunteers as a food server for a local community organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.

David Herman is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent since 2007. 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, offering these services separately from portfolio management and without accepting discretionary trading authority.