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.

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.

Alexandra Frymier is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing Services, LLC, and Ash Brokerage, LLC. Outside of her advisory role, she is a sales consultant for Norwex, a company specializing in chemical-free cleaning products. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

Robert Veenstra is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors, J.P. Morgan Securities LLC, and JP Morgan Chase Bank, N.A. Outside of his advisory role, he assists the investment team at CPM Group LLC as a Client Service Associate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and proprietary research.

Steven Sandkuhler is a financial advisor with Ameriprise in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the GGC of Indiana Educational Foundation and is an adult leader for Job's Daughters International of Indiana. He also participates on the finance committee for the Fort Wayne Country Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Patrick Burkhart Jr. is a financial advisor with Edelman Financial Engines in Huntington, Indiana, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has been involved with the Chestnut Hills Golf Club for over 18 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diverse portfolios with a long-term focus.

Tyler Lyons is a financial advisor at LPL Financial in Fort Wayne, IN, holding a Series 66 license with five years of industry experience. His prior work includes six years at Personal Finance Company and ongoing roles at 1st Source Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Kevin Noll is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes thirteen years at LPL Financial during an earlier period, as well as roles at Old National Bank, Cetera Investment Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Kennedy is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with J.P. Morgan Securities in Fort Wayne, IN, having worked there since 2022. His prior experience includes roles at The Prudential Insurance Company of America, TD Ameritrade, Charles Schwab, Howard Bailey Securities, Massachusetts Mutual Life Insurance, and Fidelity Investments. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Shannon Hardiek is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds a Series 66 designation and previously spent over two decades with Phillips Financial Management, LLC. Outside of her advisory role, Hardiek teaches music to high school marching band students and serves on the board of trustees for Canterbury School, participating in board meetings and the finance committee. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various platforms and custody arrangements.

Tina Baughman is a financial advisor with Cetera in Fort Wayne, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has held positions at several firms including Integrity Insurance Solutions, VOYA Financial Advisors, and Lincoln Investment. Baughman is also president of Integrity Financial Advisors, a financial services firm where she serves as a registered representative. Cetera Investment Advisers LLC is an SEC-registered firm operating a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients through varied portfolio management and planning services, offering access to both affiliated and third-party managers across multiple program structures.

Jacob Schau is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2023. Prior to this, he was employed at Shambaugh & Son LP, Project Design & Piping, Inc., and Bechtel Oil, Gas, & Chemical. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm resources, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Elizabeth Holtzman is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Ameriprise and its related entities since 1999. In addition to her advisory role, she is an Associate Financial Advisor at CPM Group LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax‑aware withdrawal strategies.

Farid Farhoumand is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Next Financial Group Inc, Grove Point Investments, LLC, and several other firms dating back to 1998. He serves as President and CEO of One Resource Wealth Management, Inc. 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 plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining advanced technology tools with a broad platform that includes insurance and credit services.

William Rondeau is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at LPL Financial, Old National Bank, Infinex Investments, Flagstar Bank, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.