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.

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.

John Nelson is a Series 66-licensed financial advisor with Edward Jones in Roanoke, Indiana, where he has worked since 2017. He has nine years of industry experience, including prior roles at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. Nelson 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 both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branches.

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.

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 CFP® professional with 32 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Jehl & Kreilach Financial Management, Cambridge Investment Research, Raymond James Financial Services, and Wells Fargo Investments. He is also registered as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

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.

Rebecca Berry is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors starting in 2011. Outside of her advisory work, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jason Brown is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at UBS Financial Services and Benefit Plans Plus, LLC. Brown serves on the editorial committee for Plan Consultant Magazine, an ASPPA publication, where he contributes to discussions on retirement plan topics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on client risk profiles using a combination of in-house and third-party managers.