Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.

Matthew James is a financial advisor with Commonwealth Financial Network in Fort Wayne, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Commonwealth since 2008 and was previously with James & Minnich Financial from 2008 to 2020 and Momentum Wealth since 2020. Outside of his advisory role, he is president and owner of James Wealth Advisory Group, Inc., a private entity involved in branch accounting and tax preparation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, and compliance, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Tracy Mchale is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work history includes roles at MML Investors Services and UFinancial Group/Mass Mutual. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through various platforms and investment approaches.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.

Brian Dixon is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes over a decade at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services supported by a comprehensive due-diligence process and multiple custodial and platform partners.

Braden Hoffman is a financial advisor at Empower Advisory Group with Series 63 and Series 65 registrations and two years of industry experience. He has held roles at several firms, including J.P. Morgan Securities and Lincoln Financial Group. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy, where he develops educational materials about neurodiversity for children. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Ronald Covington is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 41 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Edward Jones. Outside of his advisory role, he serves as a board member for the Merom Institute, a faith-based camp and retreat center, and volunteers on the Finance Committee at the Rescue Mission in Fort Wayne. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Daniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been affiliated with various entities under Bankers Life since 2009, including roles in advisory services and securities. In addition to his advisory work, Schroeder is an insurance agent providing insurance product sales and servicing, including equity-indexed annuities. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio management.

Brent Boersma is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Bankers Life Advisory Services since 2022 and has an extensive background at affiliated firms dating back to 2008. Outside of advisory work, he manages a team of agents in health and life insurance sales, including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Nathan Barger is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Corecap Advisors and Lincoln Financial Distributors. Outside of advisory work, he is involved in farming activities through R & C Farms. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-based approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Danny Lai is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the Bankers Life organization since 2016. Lai also serves as President of Danny Lai Financial Services, an insurance and financial services entity aligned with Bankers Life products, and is co-trustee of a family irrevocable trust. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities to meet client goals and risk tolerances.

Marsha Harris is a financial advisor with Brookstone Capital Management LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Unified Wealth and Retirement Planning and Brookstone Capital Management since 2009. Harris is also involved in insurance sales, focusing on long-term care, disability, and annuities, and provides tax preparation services for existing clients. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios, unified managed accounts, and various investment strategies.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Andrew Schnipke is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2002. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Michael Boger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes prior roles at Northwestern Mutual, Eagle Strategies (NY Life), and Conduent Business Services. Outside of his advisory role, he works part-time with food delivery platforms including Instacart, Uber Eats, and DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Zachary Fiandt is a CFP® professional with 12 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with PNC Private Bank, Cetera, and Lake City Bank. Outside of his advisory role, he is involved in a business related to luxury automobiles in Northeast Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management strategies.

Aimee Davis is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory work, she serves on the reunion committee for Bishop Dwenger High School, managing funds and organizing events for her alma mater. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk profiles.

Jeramie Shamp is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he has served with the Fort Wayne Fire Department since 2000. Osaic Wealth, Inc. serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a wide network of advisers, utilizing asset-allocation tools, multiple investment products, and both discretionary and non-discretionary management options.

Colleen Maloney is a Series 66-credentialed financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2016, based in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Robert Higgins is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Fifth Third Securities. In addition to his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.