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.

Joshua Scott is a financial advisor at Osaic with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at American Portfolios Financial Services, Inc. and Indiana Farm Bureau Insurance. Outside of his advisory role, he has served as a local supervisor for USA Hockey officials since 1999. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with both discretionary and advisor-managed strategies available.

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.

Connor Gunkel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Franciscan University of Steubenville from 2016 to 2020. He is also involved as an independent contractor with Gunkel Financial Services, LLC, a business he owns for managing compensation and expenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, while also offering specialized services like municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Trenton Stuckey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1994, following his graduation from Butler University. In his role, he provides a broad range of financial services including wealth management and retirement income planning. As a qualified Portfolio Manager, Trenton manages personalized or defined investment strategies on a discretionary basis, utilizing individual stocks and bonds, model portfolios, and third-party investment strategies to help clients achieve their financial objectives. Trenton holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. He also maintains various FINRA registrations including Series 7, Series 9, Series 10, Series 63, and Series 65, as well as an Indiana Life and Health Insurance license. His expertise encompasses college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. In addition to his professional duties, Trenton serves on the boards of the Community Foundation of DeKalb County and DeKalb Health, and he has previously served on the board of the Red Cross of Northeast Indiana. He resides in Auburn, Indiana with his wife Jennifer and their four children.

Jordan Van Der Weele is a Financial Advisor at Merrill Lynch Wealth Management. With over 10 years of experience in the financial services industry, Jordan has held positions at Morgan Stanley, Bank of America, and Merrill. He specializes in developing data-driven strategies to help clients build portfolios that align with their risk tolerance and financial goals. Jordan’s expertise includes general investing, philanthropic planning, tax-advantaged solutions, retirement planning, and preparing for unexpected financial events. He takes a personalized approach by understanding each client’s unique priorities and providing ongoing advice and guidance. Jordan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Auburn University. Outside of his professional work, he mentors with Statement Arts and has interests in hiking, boating, chess, and spending time with his family.

William Rohwer is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2011 and has previous experience at 1st Source Bank, PNC Wealth Management, Natcity Investments, and Fifth Third Securities. In addition to his advisory work, Rohwer is involved in the restaurant business, owning and co-owning several Moe’s Southwest Grill locations and a Core Life Eatery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, supported by a large network of investment adviser representatives and various institutional platforms.

Weston Blosser is a financial advisor with Cetera, holding Series 63, Series 66, and Series 65 designations and bringing 26 years of industry experience. His work history includes roles at Cetera Advisors LLC, Summit Brokerage Services, Inc., and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships across discretionary and non-discretionary authorities.

Maximilian Simcox is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Lutheran Life Villages Nursing Home and Bishop Dwenger High School. He is also involved with Simcox Financial Services as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating risk profiling and modeling tools to support client goals.

Jacob Aschliman is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and ASCH Financial, where he assists with client communications and administrative duties. He also acts as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a nationwide network of independent advisors.

Elizabeth Holtzman is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 66 and Series 65 credentials and has been with Ameriprise and its related entities since 1999. Holtzman is also an associate financial advisor with CPM Group LLC, engaging in financial planning activities outside her primary role. 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. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored, non-discretionary recommendations for clients approaching or in retirement.

Todd Newkirk is a financial advisor with Primerica Advisors in New Haven, IN, holding Series 65 and Series 63 credentials and possessing 25 years of industry experience. He has worked at Pfs Investments Inc. and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referring home security and automation products as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody via established industry partners.

Kyle Farmer is a financial advisor with Edward Jones in Fort Wayne, Indiana, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Farmer serves on the Board of Directors and the finance committee of the Fort Wayne Philharmonic and chairs its Endowment Sub-Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm offers various managed strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Kenneth Seigel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cetera and its related entities since 1997 and also owns The Seigel Group LLC, CPA's, where he provides tax preparation, audits, and compilation reviews. Outside of his advisory and accounting work, Seigel serves on the finance committee of the Auburn Cord Duesenberg Automobile Museum and is a board member of Ebenezer Shepherding Ministries of Africa, a fundraising organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, including discretionary and non-discretionary strategies, with access to multiple third-party money managers and program structures.

Gregory Habig is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in a family condo rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of solutions.

Kyle Aschliman is a financial advisor at Cetera with 19 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Sigma Planning Corporation and APP Financial LLC. Outside of advising, he owns and manages Asch Financial LLC, a financial services and tax planning business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Michael Richardson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Ryan Burton is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Joseph Decuis Wagyu Farm and the University of Saint Francis. Burton is also associated with Burton Vosmeier & Looney Financial Advisory Group in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding CFP® and Series 66 designations and bringing 12 years of industry experience. His previous roles include positions at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, he serves as a stewardship and council member at Emmanuel Lutheran Church and is on the Ball State University Northeastern Indiana Alumni Board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Andrew Dixon is a financial advisor with Cetera in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.