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 credential and four years of industry experience. His career includes roles at Foxworthy Wealth Advisors, NYLIFE Securities LLC, and Lincoln Financial Distributors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dennis Ealing is a Series 66-licensed financial advisor with LPL Financial, based in Ossian, Indiana, and has 17 years of industry experience. He worked at Edward Jones from 2009 to 2017 before joining LPL Financial in 2017. Outside of his advisory role, Ealing serves as a board member for a nonprofit organization in the Town of Ossian. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and proprietary tools to support its network of over 22,800 advisors.

Benard Weibel is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Infinex Investments, Flagstar Bank, and Wells Fargo Clearing, among others. He serves as Branch Manager at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a broad network of advisors and various financial services.

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.

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.

Zachary Scherer is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for a decade. In addition to his advisory role, he is president of Scherer Capital Management Inc., providing financial planning and insurance services, and collaborates with Ash Brokerage on legal structured settlement arrangements. OSAIC serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Anthony Buuck is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Tippmann Construction, LLC and has experience in both the hospitality and education sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria.

Hannah Eckert is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana. She holds a Series 66 designation and has three years of industry experience, including prior roles at SYM Financial Advisors and Howard Bailey Financial. She completed her studies at Butler University from 2016 to 2020. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop tailored financial recommendations.

Dylan Rose is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mercer Landmark for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning covering a wide range of topics, allowing clients to integrate planning with managed-account services via a consolidated billing option called WealthPlan.

Ronald Looney is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors since 2014. He is a partner in the Burton Vosmeier & Looney Financial Advisory Group, a support company based in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Donna Fosdick Baumann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Financial Investment Management, Inc. since 2002. 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 financial planning covering a range of topics, with the option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

Gabriel Parrent is a Series 66-credentialed advisor with Thrivent Investment Management in Fort Wayne, IN. He has one year of industry experience and previously worked at The Kroger Co. and Greek’s Pizzeria. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services as standalone engagements or combined with managed accounts through a consolidated billing option, focusing on thorough planning rather than portfolio management for institutional clients.

Tonja Rutsey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at Raymond James & Associates and Applied Maintenance Supplies and Solutions. Rutsey also serves as an Associate Financial Advisor at CPM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Paonessa is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Michael Jenkins is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo in various capacities totaling eight years before joining Cetera in 2024. Jenkins serves as Treasurer and Finance Committee Member for RSVP of Allen County, a volunteer center, where he assists in reviewing budgets and financial plans. 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 multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, tailored investment strategies, and access to third-party money managers.

Steven Waggoner is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding a Series 63 designation and with 34 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he serves on the committee for Concordia Lutheran High School’s annual auction, assisting with organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Olson II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. Olson also operates Olson Financial Services, a sole proprietorship through which he provides financial planning, securities, and insurance products to individuals and businesses, and supervises other registered representatives in their securities activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to construct diversified investment portfolios.

Derek Sebastian is a financial advisor with LPL Financial based in Fort Wayne, IN. He holds Series 63 and Series 65 registrations and has eight years of industry experience, including roles at Infinex Investments, Flagstar Bank, and Wells Fargo. He currently serves as a Senior Registered Relationship Banker at Flagstar Bank. 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, utilizing both proprietary model portfolios and third-party subadvisors across discretionary and non-discretionary approaches.

Jennifer Jacobson is a financial advisor at Wells Fargo Advisors in Fort Wayne, Indiana, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PNC Wealth Management and Natcity Investments, Inc. before joining Wells Fargo, where she has been since 2011 in various capacities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with customized recommendations that clients may implement through various brokerage or advisory programs.