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.”

Lashawn Lewis is a financial advisor with LPL Enterprise in Fort Wayne, IN, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage services through its integrated platform.

David Raabe is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Company, Inc. since 2014. Raabe serves as Chairman of the Board of Directors for the Gemmill Foundation, which awards scholarships to law students and undergraduates, and is a board member of the Marion Aero Club. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Ali Farhoumand is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc for 11 years. Farhoumand also serves on the board of directors for the Waterside Woods Homeowners' Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ron Carboni is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and having nine years of industry experience. His prior work includes roles at NEXT Financial Group and New York Life Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

David Groholski is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in purchasing and refurbishing single-family homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Allison De Stefano is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Raymond James & Associates, Progressive Insurance, and Indiana Farm Bureau Insurance. She is also involved with Premier Planning Partners as a financial planner and advisor. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Justin Moon is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for Hope Missionary Preschool in Bluffton, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors nationwide.

Mark Grieger is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including 23 years at SPC and Sigma Financial Corporation prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and investment management services that include discretionary and non-discretionary options supported by research and model portfolios.

Johnathan Redmaster is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and USA Financial Securities. Outside of his advisory work, he serves as a lay member overseeing pension managers for the state of Indiana and is the treasurer for Armor of God Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and consulting services through discretionary and non-discretionary programs supported by a network of over 10,000 advisors.