Justin Maloney is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. He worked at Ash Brokerage from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Daniel Schmidt is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, he serves as the personal representative on the estate of Laura Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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 previously worked at American Portfolios Financial Services, Inc. and Indiana Farm Bureau Insurance. In addition to his advisory work, he has served as a local supervisor of officials for USA Hockey since 1999. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of advisory platforms and tools to create portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Teresa Lebo is a Series 66-licensed financial advisor with Edward Jones in Fort Wayne, IN, with nine years of industry experience. She has been with Edward Jones since 2002 in various roles. 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 through a wide network of advisors and offers a range of discretionary and non-discretionary investment strategies 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 having 27 years of industry experience. He has worked at LPL Financial since 2011 and also has been associated with 1st Source Bank since 2010. Outside of his advisory role, Rohwer is involved in the restaurant business as an owner or partial owner of several establishments, including Moe’s Southwest Grill and Core Life Eatery locations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Weston Blosser is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. His work history includes roles at Cetera Advisors LLC, Summit Brokerage Services, and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

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 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.

Todd Newkirk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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 licenses and bringing 28 years of industry experience. He has been with Cetera since 2003 and also operates The Seigel Group LLC, a CPA firm specializing in tax preparation, audits, and compilations. Additionally, he serves as a board member on the finance committee of the Auburn Cord Duesenberg Automobile Museum and on the board of Ebenezer Shepherding Ministries of Africa, a fundraising organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various 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.