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.

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.

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.

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.

Tyler Lyons is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at 1st Source Bank and Personal Finance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Kevin Noll is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at Community State Bank and Old National Bank, with two separate tenures at LPL Financial totaling 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, incorporating model portfolios, third-party research, and various management approaches.

James Kennedy is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with J.P. Morgan Securities in Fort Wayne, IN, having worked there since 2022. His prior experience includes roles at The Prudential Insurance Company of America, TD Ameritrade, Charles Schwab, Howard Bailey Securities, Massachusetts Mutual Life Insurance, and Fidelity Investments. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Matthew Friesner is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services and is also involved with Friesner Strategies, LLC. Friesner operates in Fort Wayne, IN. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody through Pershing, managing approximately $15.5 billion in assets.

Shannon Hardiek is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds a Series 66 designation and previously spent over two decades with Phillips Financial Management, LLC. Outside of her advisory role, Hardiek teaches music to high school marching band students and serves on the board of trustees for Canterbury School, participating in board meetings and the finance committee. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various platforms and custody arrangements.

Tina Baughman is a financial advisor with Cetera in Fort Wayne, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has held positions at several firms including Integrity Insurance Solutions, VOYA Financial Advisors, and Lincoln Investment. Baughman is also president of Integrity Financial Advisors, a financial services firm where she serves as a registered representative. Cetera Investment Advisers LLC is an SEC-registered firm operating a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients through varied portfolio management and planning services, offering access to both affiliated and third-party managers across multiple program structures.

Jacob Schau is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. He previously worked at Shambaugh & Son LP and held engineering roles at Project Design & Piping, Inc. and Bechtel Oil, Gas, & Chemical. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options using proprietary research and tools, serving clients who meet certain net-worth thresholds with tailored recommendations.

Teresa Lebo is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Phillip Sollman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Angie's List from 2012 to 2017. Outside of his advisory role, he serves on the school board for Zion Lutheran School in Decatur, 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 a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Elizabeth Holtzman is a financial advisor at Ameriprise in Fort Wayne, IN, with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 1999. Holtzman is also an Associate Financial Advisor with CPM Group LLC, where she provides financial planning services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Farid Farhoumand is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Farhoumand is also president and CEO of One Resource Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.