Brady Lucyk is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Bankers Life, and Lincoln Financial Distributors. He is also involved with JBC Companies as a fixed insurance consultant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform providing portfolio management, financial planning, and access to third-party money managers.

Blayne Hammel is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at Parkview Health. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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.

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.

Douglas Morris is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018, following a twelve-year tenure at Evans Toyota. Morris is based in Fort Wayne, Indiana. 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 planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

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.

Alexandra Frymier is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing Services, LLC, and Ash Brokerage, LLC. Outside of her advisory role, she is a sales consultant for Norwex, a company specializing in chemical-free cleaning products. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation available through various brokerage and advisory programs.

Robert Veenstra is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors, J.P. Morgan Securities LLC, and JP Morgan Chase Bank, N.A. Outside of his advisory role, he assists the investment team at CPM Group LLC as a Client Service Associate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and proprietary research.

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 credential and one year of experience in the industry. Prior to joining LPL Enterprise, he held roles at Wayne Township Assessors, STAR Financial, Roussel Concrete, Allen County Community Development Corp, and Haley Elementary School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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 in Hicksville, OH, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with LPL Financial since 2015. Guilford is also involved with Collins & Guilford Wealth Advisors, LLC, an affiliated business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, supported by in-house research and third-party resources.

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.