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.

Jeffrey Arnett is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Arnett serves as a Foundations Tutor with the Classical Conversations homeschool community, supporting an educational model aligned with his personal teaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, delivered on a one-time or ongoing basis, without discretionary trading authority or institutional portfolio management.

Melissa Warren is a financial advisor with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior work includes ten years at Fifth Third Securities, Inc. and Fifth Third Bank, as well as positions at LPL Financial and Premier Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Kirk Davis is a financial advisor with Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.