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.

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.

Alec Smith is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at STAR Financial Bank, Cambridge Investment Research Advisors, and LPL Financial. Outside of his advisory work, Smith serves as board president for Homebound Meals, a medically tailored meal delivery service, and holds leadership roles with the Anthony Wayne Rotary Club and Charitable Gift Planners of Northeast Indiana. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management services and investment program options, combining discretionary and non-discretionary authorities with multiple custodial relationships.

Christopher Colpaert is a financial advisor at Edward Jones with 32 years of industry experience, having worked at the firm since 1992. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Colpaert is involved in grain production through Colpaert Farms and serves as a board member of the Adams County Public Defender Board as well as a finance committee member of the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

John Foxworthy II is a CFP® professional with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at LPL Financial, The Mahara Group, Phillips Financial, Chase Investment Services, and Wells Fargo Investments. Outside of advising, he is involved in the performing arts as a part-time performer and serves on the Arts United Investment Committee and the Community Transportation Network board in Fort Wayne, IN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various custody platforms and model-based solutions tailored to client objectives.

William Shinn is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Merrill for 18 years before joining UBS in 2016. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brianna Gooden is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining LPL Financial in 2024, she worked at Infinex Investments, Inc. for five years and has been affiliated with Flagstar Bank since 2018. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions and is notable for its scale, diverse financial services, and use of technology to support advisors.

Blayne Hammel is a Series 66-registered financial advisor with Edward Jones in Fort Wayne, IN, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Parkview Health for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Romeo Morris is a financial advisor at Edward Jones in Fort Wayne, IN, with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions with Fort Wayne Community Schools and local government entities prior to joining Edward Jones. Morris is the founder of This Is Genesis LLC, a consulting business that has never been active. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment products, supported by a widespread network of financial advisors and branch offices nationwide.

Eileen Wagner is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Barbara Rafalowski is a financial advisor with Primerica Advisors in New Haven, IN, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Primerica Advisors since 2022 and previously at Primerica Financial Services beginning in 2020. Outside of her advisory role, she is involved in sales 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 separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Bradley Kiess is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Brian Clay is a CFP®-credentialed financial advisor with Edward Jones in Fort Wayne, IN, where he has worked since 2002, totaling 23 years of industry experience. He serves as a teaching pastor at Brookside Church and is on the board of directors for the Power House Youth Center, a nonprofit organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.