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.

Jaclyn Gilpin is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Cetera and previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she provides accounting services including bookkeeping and tax planning through Christen Souers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios or custom strategies.

Kim Mcconeghy is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds the Series 66 designation and has been with Raymond James and its affiliated entities since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

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 financial advisor with LPL Financial in Fort Wayne, Indiana, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at LPL Financial since 2023, following over 18 years at Cambridge Investment Research and over 21 years with Jehl & Kreilach Financial Management. Outside of advising, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services supported by research and multiple investment strategies.

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has served since 2019. In his role as Resident Director of the Fort Wayne branch, he holds supervisory responsibilities while also working directly with clients to manage their wealth. He applies a comprehensive approach to wealth management that includes investment planning, banking, borrowing, liability management, risk management, and trust and estate planning services. Ian began his career in financial services in 2011 after graduating from Indiana University. He holds the Accredited Asset Management Specialist (AAMS) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. His expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Residing in Fort Wayne, Indiana, Ian lives with his wife, Karra, and their two daughters. He is actively involved in professional and community organizations, serving as an officer of Sol D Bayless Lodge #359 F.&A.M. and participating in the Rotary Club of Fort Wayne. He is affiliated with Plymouth Congregational Church, UCC, and values community engagement alongside his professional work.

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.

Ryan Frick is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. His credentials include Series 63 and Series 66 licenses. 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, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices.

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 at Cetera with a Series 66 designation and seven years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Foxworthy Wealth Advisors, and LPL Financial. Outside of his advisory work, he is involved in community service as the board president for Homebound Meals, a medically tailored meal delivery service, and serves on several local nonprofit boards, including the Anthony Wayne Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Rudi Siela is a CFP® professional with 44 years of industry experience, currently affiliated with Cetera in Fort Wayne, IN. He previously worked for Concourse Financial Group Securities Inc. for over three decades and operates under the dba Financial Focus, providing financial planning and investment advice since 1995. Outside of his advisory role, he serves as an executor for a personal estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with extensive program options and affiliations.

Robert Kruse is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Morgan Stanley, BlackRock Investments, and Advisors Asset Management, Inc. Outside of advising, he is involved with Old National Bank as a wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, with investment management options supported by LPL Research and third-party subadvisors.

William Shinn is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Thad Winter is a financial advisor with Raymond James & Associates in Ft. Wayne, IN. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at Three Rivers Insurance Group, Inc. from 2004 to 2018, and brief tenures at Org Private Advisor Group, LLC and Financial Marketing Services, LLC in 2018. 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, institutions, charitable organizations, and government entities, offering financial planning, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Tim Huber is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he spent 16 years at American Portfolios and worked at Physiotherapy Associates for 18 years. Outside of his advisory role, he owns and manages Preferred Financial Group, Inc., providing tax preparation, tax planning, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporate pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services using a variety of asset-allocation tools and third-party managers, and supports discretionary and non-discretionary account management across multiple investment platforms.