Lashawn Lewis is a financial advisor with LPL Enterprise holding a Series 66 credential and 22 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Allison De Stefano is a financial advisor at LPL Enterprise with seven years of industry experience. She holds the Series 66 designation and has worked with firms including Raymond James & Associates and Indiana Farm Bureau Insurance. Her background includes roles in insurance and financial planning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm generally employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.

Johnathan Redmaster is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, USA Financial Securities, and TradeWell Tax & Financial. Outside of his advisory work, Redmaster serves as a lay member overseeing pension management issues for the State of Indiana and is the treasurer of Armor of God Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing options from automated allocations to bespoke strategies.

Shelly Christian is a CFP® professional with 27 years of experience in the financial industry. She is currently with OSAIC and has previously worked at American Portfolios for 16 years and Fergusson Miller Asset Management for over two decades. She is a 50% owner of Miller, Christian & Zwiebel Asset Management Corp, a firm that manages local office operations and personnel. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate network.

Mark Vandevelde is a CFP® professional with 25 years of experience in financial advising, currently with Osaic. His previous roles include positions at LPL Financial, SII Investments, Hefty Wealth Partners, Chase Investment Services Corp., Banc One Securities, and Merrill. Outside of his advisory work, he serves as a high school cross country coach and is the current president of the local board for Junior Achievement of East Central Dekalb County. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization strategies supported by risk-tolerance assessments and rebalancing tools.

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.

Emily Bush is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding Series 63 and Series 65 designations. She has 28 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

David Funk is a Certified Financial Planner® at Cetera with 25 years of industry experience. He has held roles at Avantax and 1st Global Advisors and serves as Treasurer and board member of the Black Pine Animal Park Sanctuary, a nonprofit exotic animal sanctuary. In addition to his financial advisory work, he is involved in a CPA firm and owns an Amazon reselling business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers across discretionary and non-discretionary program structures.

Steven Kucharski is a financial advisor at Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2014. Outside of his advisory role, he serves as a volunteer committee member of the Fort Wayne Sister Cities International finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Colin Zwiebel is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Miller and Christian Asset Management starting in 2016. In addition to his advisory role, he manages term life insurance quotes for clients through One Resource Group. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process supported by risk-tolerance assessments and portfolio optimization tools.

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.

Rachel Schenk is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Howard Bailey Financial, and Ash Brokerage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Elizabeth Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. She holds Series 63 and Series 65 licenses and has recent experience working with organizations such as the Young Men's Christian Association of Dekalb County and Biggby Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing arrangement while maintaining separate service structures.

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 with J.P. Morgan Securities in Fort Wayne, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Wells Fargo Clearing and PNC Wealth Management. Vanstone has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

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.