Erik Fearnow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Shannon Clifton is a financial advisor at Edward Jones in Auburn, Indiana, with 15 years of industry experience. Clifton has held roles at Edward Jones since 2017, with additional experience at The Prudential Insurance Company of America and Garrett State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Crawford is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Vector Financial Consulting LLC for two years and has been involved with Dr. Scratch Vinyl N Tape LLC since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with nationwide coverage through more than 23,700 advisors.

Justin Berger is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 credential with six years of industry experience. He joined Edward Jones in 2019 after working at Cameron Memorial Community Hospital and Habitat for Humanity of Greater Fort Wayne. Outside of his advisory role, Berger coaches youth volleyball, including serving as head coach for a high-performance team in Angola, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Paul Phillips is a Certified Financial Planner™ professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He advises on the implementation of the CFP certification program as a member of the CFP Advisory Board at Taylor University Fort Wayne. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Raeann Kusch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of her advisory role, she writes and speaks on hospitality and biblical topics to Christian women's groups and serves on the board of a private dining club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing structure.

Matthew Cummins is a financial advisor with Thrivent Investment Management in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at JP Morgan Chase Bank, Jp Morgan Securities LLC, and Cintas. Outside of finance, he is the owner and operator of an office cleaning business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a range of topics, with options to combine planning and managed-account services while maintaining separate delivery and oversight.

Mark Bresnahan is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, he is also licensed as an insurance agent offering a range of insurance and annuity products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various investment platforms and third-party solutions.

Nicholas Scheumann is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and SII Investments, Inc. Scheumann serves as a Board of Works member for the City of Auburn, an appointed municipal position overseeing procedural compliance for city purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Daniela Koenemann is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. Her work history includes nine years at Lincoln Financial followed by a year at Investment Centers of America before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Kevin Rush is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 15 years of experience in the industry. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Concordia Education Foundation, Emmanuel St. Michael School Board, and Lutheran Life Villages. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a range of portfolio management solutions across multiple platforms.

James Gibson is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana. He holds a Series 66 credential and has four years of industry experience. Prior to his advisory roles, he spent eleven years with KPSK/Obicai Restaurant Group. In addition to his advisory work, Gibson prepares personal and sole proprietorship tax filings and acts as an insurance agent for fixed annuity and life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michele Anger is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2023. Outside of her advisory role, she is an independent sales consultant for Norwex USA, a company that supplies environmentally safe home cleaning and personal use products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.