Brett Stedge is a financial advisor with Stifel in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Cottier is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been associated with Cetera and its affiliates since 2014 and also maintains a role with Ferraro Behavior Services since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Kirsten Schuman is a financial advisor with OSAIC Wealth, Inc. in Fort Wayne, IN, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at OSAIC since 2018, with prior experience at Sii and ongoing involvement with Waterman Financial Services LLC. Schuman serves on the board of directors for the Churubusco Community Child Care Center. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment vehicles while supporting both discretionary and non-discretionary account management.

Jacob Kirkpatrick is a financial advisor with Edward Jones in Fort Wayne, Indiana. He holds a Series 66 credential and has one year of experience at Edward Jones. Prior to joining Edward Jones, he worked for eight years at Vine Realty and operated Kirkpatrick Appraisal Services LLC for 21 years. 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 investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Stores is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Stores serves as secretary on the board of his local office condominium association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, and third-party asset management, combining these with active sales of financial products and insurance through an affiliated agency.

Jennifer Radke is a financial advisor at Wells Fargo Advisors in Fort Wayne, Indiana, holding a Series 66 credential with 21 years of industry experience. Her career includes over a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop client recommendations.

Brian Woolman is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2014. In addition to his advisory work, Woolman serves as president of Legacy Value Advisors, LLC, where he consults with clients on business goals and manages organizational operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Steven Di Renzo is a Series 66-licensed financial advisor with UBS Financial Services in Fort Wayne, Indiana, having 21 years of industry experience and over 22 years at UBS. He holds leadership roles as president in two companies, The Energy Alternative and Modern Materials, Inc., and serves as a director of the Virgina Westrick Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Seth Marshall is a financial advisor at LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. He worked at PNC Private Bank from 2015 to 2024 before joining LPL Financial. Outside of his advisory role, he is involved in a car rental and detailing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Kimes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kyle Metzger is a financial advisor with J.P. Morgan Securities in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

David Fortmeyer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates DAVE FORTMEYER, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with other financial product offerings.

Mitchell Christopher is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has held roles at multiple financial and non-financial firms, including Allen Wealth Management and The Greenery, Inc. Prior to his advisory career, he has experience in various sectors such as agriculture and hospitality. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management styles.

Benjamin Jones is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Osaic, he worked six years at Preferred Financial Group and spent several years involved with restaurant operations under the ObiCai Restaurant Group. He is also owner of Preferred Tax Consultants, where he provides tax preparation services. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes, with options for discretionary and non-discretionary management.

Amber Knapp is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. She has a history with Wells Fargo Clearing and Merrill, working in various roles since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Matthew Middleton is a financial advisor with Cambridge Investment Research Advisors in Fort Wayne, IN. He holds Series 63 and Series 66 credentials and has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and custody platform arrangements.

Jason Quinn is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation and with three years of industry experience. Prior to his current role, he worked at Delaware Insurance and Delaware Life Insurance, and earlier spent eight years at Starbucks Coffee Corporation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Rothgeb is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at PNC Bank NA for 13 years. He serves as Membership Director for the West Central Neighborhood Association in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Laura Miller is a Series 66-registered financial advisor with UBS Financial Services in Fort Wayne, IN, and has 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Willie Smith is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”