Matthew Friesner is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services and is also involved with Friesner Strategies, LLC. Friesner operates in Fort Wayne, IN. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody through Pershing, managing approximately $15.5 billion in assets.

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 a Series 66 designation and two years of industry experience. He previously worked at Shambaugh & Son LP and held engineering roles at Project Design & Piping, Inc. and Bechtel Oil, Gas, & Chemical. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options using proprietary research and tools, serving clients who meet certain net-worth thresholds with tailored recommendations.

Elizabeth Holtzman is a financial advisor at Ameriprise in Fort Wayne, IN, with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 1999. Holtzman is also an Associate Financial Advisor with CPM Group LLC, where she provides financial planning services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Farid Farhoumand is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Farhoumand is also president and CEO of One Resource Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

William Rondeau is a financial advisor at Cetera with 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, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Fortmeyer is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Capgemini from 2022 to 2025 and Lake City Bank in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Kyle Farmer is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Farmer serves on the Board of Directors and the finance committee of the Fort Wayne Philharmonic and chairs its Endowment Sub-Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm offers various managed strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Gregory Habig is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in a family condo rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of solutions.

Ryan Burton is a financial advisor with Raymond James Financial in Fort Wayne, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Joseph Decuis Wagyu Farm and held teaching positions at the University of Saint Francis, Fort Wayne Lawn And Landscape, Homestead Senior High School, and Woodside Middle School. Outside of his advisory role, he is employed as an associate at Burton Vosmeier & Looney Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Dixon is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Leah Palladino is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she owns and operates Reliant Ops, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations primarily focused on tax-efficient withdrawal strategies and Social Security options. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kody Lowden is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Their prior roles include positions at Foxworthy Wealth Advisors, 3BG Supply, Howard Bailey Financial, NYLIFE Securities LLC, New York Life Insurance, and Lincoln Financial Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Dennis Ealing is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2017. Outside of his advisory role, Ealing serves as a board member for a nonprofit organization in Ossian, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benard Weibel is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding Series 65 and Series 63 credentials and nine years of industry experience. His career includes roles at Infinex Investments, Flagstar Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He is also a branch manager at Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide array of financial planning and advisory programs supported by research and advanced portfolio management technologies.

Allen Loechner is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the investment committee of Concordia Theological Seminary and is a member of the Endowment Committee for the Fort Wayne Philharmonics. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial product offerings and referral channels.

Joshua Thacker is a financial advisor with Edward Jones in Roanoke, Indiana. He holds the CFP® designation and a Series 66 license, and has six years of industry experience. His prior work includes roles at General Motors and Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lucas Salerno is a CFP® certified financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Advisors Corporation. Outside of advisory work, he is involved as Vice President of the New Haven Football Boosters and owns several business ventures, including FLEXEOS, Inc. and TotChop LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers investment solutions through various platforms and blends proprietary and third-party strategies, with an emphasis on tailored client objectives and transparency around affiliated-strategy economics.

Seth Kimmel is a financial advisor at Osaic Wealth Inc with 19 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial for nine years. Outside of his advisory role, he is a licensed notary public. Osaic Wealth Inc serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with various investment vehicles across discretionary and non-discretionary accounts.