Barbara Rafalowski is a financial advisor with Primerica Advisors in New Haven, IN, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Primerica Advisors since 2022 and previously at Primerica Financial Services beginning in 2020. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

David Foster is a financial advisor with Edward Jones in Auburn, IN, holding the CFP® designation and Series 66 license. He has six years of industry experience, including roles at Edward Jones since 2020 and prior work at The Baldus Company and Guitar Center. Outside of finance, he provides individual guitar instruction on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Todd Larson is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Ameriprise since 2005, currently serving clients from Fort Wayne, IN. Larson is also an author on Biblical Financial Stewardship and teaches advisors on biblical finance through Kingdom Advisors. Additionally, he is involved in youth soccer league activities in the Fort Wayne area. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Bradley Kiess is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jean Jackson is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She is the president and owner of Jackson Brokerage Corp and Financial Identity Advisors, Inc., managing insurance and investment services. Jackson has served as past president of the National Association of Insurance & Fund Advisors and is involved in several community and faith-based organizations, including directing biblical leadership and life skills training as a board member of Empowered International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Andrew Minnich is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at Momentum Wealth, Commonwealth Financial Network, Leman Financial Advisors, and Phillips Financial prior to joining LPL Financial. Minnich is also the owner of HLC Acquisitions, a private entity involved in securities, advisory, and insurance business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Douglas Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2018, following a prior career at Evans Toyota from 2006 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning without portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separation between these services.

Brian Clay is a CFP®-credentialed financial advisor with Edward Jones in Fort Wayne, IN, where he has worked since 2002, totaling 23 years of industry experience. He serves as a teaching pastor at Brookside Church and is on the board of directors for the Power House Youth Center, a nonprofit organization. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Robert Veenstra is a financial advisor at Ameriprise in Fort Wayne, Indiana, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at Wells Fargo Advisors, J.P. Morgan Securities LLC, and JP Morgan Chase Bank, N.A. He also works as a Client Service Associate for CPM Group LLC, assisting the investment team with service documents and meeting preparation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through detailed reports and ongoing support, emphasizing dependable income sources and tax-aware withdrawal strategies.

Wesley Privett is a financial advisor with Cetera in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has worked with Cetera and its related entities since 2017 and previously spent nine years at Quality Restoration Services Inc. Outside of his advisory role, he serves as Senior Vice President of Operations and Compliance for Jackson Brokerage, overseeing fixed insurance operations and compliance matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through various program structures and third-party managers.

Brett Jones is a financial advisor at LPL Enterprise with a Series 66 designation and no prior experience in the advisory industry. Before joining LPL Enterprise in 2026, he held roles at Wayne Township Assessors, STAR Financial, Roussel Concrete, Allen County Community Development Corp, and Haley Elementary School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

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.

Thomas Witte is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Charles Schwab, and several positions related to Indiana University Bloomington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Finley is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1999, he has built extensive experience in delivering personalized wealth management strategies. His areas of expertise include corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Daniel holds a Bachelor's Degree from Indiana University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Fort Wayne, Indiana, he is a father of three and emphasizes collaboration with clients to develop financial strategies aimed at achieving long-term goals. He is also a member of the Rotary organization. Outside of work, Daniel enjoys basketball, billiards, cooking, football, golfing, hiking, music, reading, spending time with his family, and watching movies.

Matthew Guilford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Collins & Guilford Wealth Advisors, LLC, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by LPL Research and a variety of third-party subadvisors.

Nicholas Eno is a financial advisor at Edward Jones in Fort Wayne, Indiana, holding a Series 66 designation. He joined Edward Jones in 2026 and has a varied background including roles at Gordon Food Service, Arcadia Capital Ventures, and the International Mission Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by an extensive network of financial advisors and branch offices nationwide.

Julie Reynolds is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and six years of industry experience. She previously worked for Brotherhood Mutual Insurance Company for 19 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide tailored, tax-smart withdrawal strategies and income planning through a combination of research, modeling, and asset management.

Justin Maloney is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. He worked at Ash Brokerage from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Friesner is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and enFocus. Friesner also owns Friesner Strategies, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Daniel Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he serves as the personal representative on the estate of Laura Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.