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 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 based in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 25 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in youth hockey as a referee and coach for the McMillan Parks Department in Fort Wayne. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm uses a model-based approach to asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies as well as third-party manager selections.

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.

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 PNC Wealth Management in 2011. Outside of her advisory work, she acts as a power of attorney for her mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors use firm research and planning tools to create tailored recommendations spanning various financial needs, including niche areas such as business-owner transition and special-needs planning.

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.

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.

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.

Thad Winter is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Raymond James since 2018 and previously spent 14 years with Three Rivers Insurance Group, Inc. 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, and municipal entities, offering financial planning and consulting services through various advisory programs.

Tim Huber is a CFP® professional at Osaic with 17 years of industry experience. He previously worked at American Portfolios for 16 years and has a background in physiotherapy spanning 18 years. Outside of his advisory role, he owns and manages businesses involved in tax preparation, insurance sales, and business management. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as financial planning, advisor-managed portfolios, and retirement plan consulting.

Brady Lucyk is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work history includes roles at MML Investors Services, MassMutual Life Insurance, and Lincoln Financial Distributors, among others. Outside of advising, he is involved with JBC Companies as a fixed insurance consultant. Cetera Investment Advisers is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary strategies, supported by a nationwide network of over 10,000 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.