Willie Smith is a Series 66-licensed financial advisor at Thrivent Investment Management in Fort Wayne, Indiana, with 10 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

Lashawn Lewis is a financial advisor with LPL Enterprise in Fort Wayne, IN, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage services through its integrated platform.

Allison De Stefano is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Raymond James & Associates, Progressive Insurance, and Indiana Farm Bureau Insurance. She is also involved with Premier Planning Partners as a financial planner and advisor. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

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® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and USA Financial Securities. Outside of his advisory work, he serves as a lay member overseeing pension managers for the state of Indiana and is the treasurer for Armor of God Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and consulting services through discretionary and non-discretionary programs supported by a network of over 10,000 advisors.

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.

Mark Vandevelde is a CFP® professional with 25 years of industry experience, currently serving as a wealth advisor at OSAIC since 2025. He previously worked at LPL Financial for seven years and SII Investments, Inc. for three years. Outside of his advisory role, Vandevelde coaches high school cross country and is the current president of the Junior Achievement board in East Central Dekalb County. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage and advisory services alongside financial planning and managed-account solutions. The firm utilizes a range of asset-allocation tools and third-party managers to build portfolios across various asset classes on both discretionary and non-discretionary bases.

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.

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 CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Cetera in Fort Wayne, IN, having joined the firm and its affiliate Cetera Wealth Services, LLC in 2025. He also serves as treasurer and board member of Black Pine Animal Park Sanctuary, a nonprofit exotic animal sanctuary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large national network of independent advisors. The firm serves individuals across wealth levels as well as retirement plans, corporate, charitable, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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 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.

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 at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Amazon, Star Bank, and Taylor University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Layne Vanstone is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with J.P. Morgan since 2015. J.P. Morgan Securities 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 non-discretionary program. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.