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.

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.

Matthew Reynolds is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing and consulting for several business ventures related to practice operations and financial planning. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

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.

Jennifer Jacobson is a financial advisor at Wells Fargo Advisors in Fort Wayne, IN, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo's affiliates since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, covering various specialized planning areas for clients who meet certain net-worth criteria.

Joel Henline is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ameriprise in 2022, he worked at First Palladium, LLC, Mercap Securities, LLC, and Ash Brokerage Corporation. He is also involved with CPM Group LLC, where he provides investment recommendations and client meetings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to support its recommendations.

Braxton Miller is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Indiana University and Sycamore Hills Country Club. He also serves as an administrative staff member for AR Group LLC, where he provides financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Moore is a financial advisor with Ameriprise in Fort Wayne, Indiana, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several non-investment-related business entities, including a commercial real estate holding company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Nagy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hylant, The Horton Group, and The Shaner Agency. He is also an associate financial advisor at Practice Management Associates in Fort Wayne, IN. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Karen Rupert is a financial advisor at Edward Jones in Fort Wayne, IN, holding ChFC® and Series 66 credentials with seven years of industry experience. She has been with Edward Jones since 2008, totaling 15 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deanne Laging is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Clearing and has experience in mortgage services and legal practice at Kirkland & Ellis LLP. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written client summaries.

James Wietfeldt is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a council member at LifeBridge Church and acts as a financial and healthcare power of attorney for his brother. OSAIC 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 utilizing various investment tools and third-party management platforms.

Kory Klosterman is a financial advisor at Edward Jones in Fort Wayne, IN, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Masloob is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he was involved with Riverhouse Honey for ten years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.