Joel Henline is a financial advisor with Ameriprise in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His previous roles include positions at First Palladium, LLC, Mercap Securities, LLC, and Ash Brokerage Corporation. Outside of Ameriprise, he provides investment recommendations through CPM Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 Financial Services in Fort Wayne, Indiana, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ameriprise since 2005, including six years with the current firm structure. Outside of his advisory work, he is involved in managing several business entities, including a commercial real estate holding company and firms overseeing employees and equipment. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, research-driven approach with ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

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 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. He is president of JKW Financial Services, a corporation involved in life insurance and Medicare supplement sales, and serves as a council member at Lifebridge Church. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports a complex platform footprint with multiple mergers and third-party commercial arrangements.

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.

Amber Askew is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo-affiliated firms since 2009. Outside of her advisory role, she owns a local baking business, Slammin' Amber's Cookies, and serves as Treasurer for the Lincoln Elementary School PTA in Fort Wayne, Indiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Julie Burenga is a CFP® professional with 26 years of experience in the financial services industry. She is currently with LPL Financial and has previous experience at Jehl & Kreilach Financial Management, Cambridge Investment Research Advisors, Raymond James Financial Services, and Wells Fargo Investments. Outside of her advisory work, she serves on the board of Van Wert City Schools. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by advanced research and operational tools.

Zachary Colpaert is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Decatur Ace Hardware and JDCAB Berne LLC (McDonald's), and was involved with Pine Lake Water Park for seven years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

George Wray is a financial advisor with LPL Financial based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes roles at Cambridge Investment Research, Wells Fargo Advisors, and Citigroup Global Markets. Outside of advising, he owns and operates Wray Farms, an agricultural business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Stacy Thompson is a financial advisor at Morgan Stanley in Fort Wayne, IN, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Jeana Born is a Series 66-licensed financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its predecessor entities since 2008. Outside of her advisory role, she serves on the board of the Westlawn Civic Association in Fort Wayne, IN. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets. The firm provides non-discretionary, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team.

Landon Meyers is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019, with prior roles at Cetera Investment Advisers, Cetera Investment Services LLC, First Merchants Investments, and Edward Jones. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Bradley Wadkins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Phillips Financial for six years and spent 27 years at Southwest Allen County Schools. Outside of his advisory work, Wadkins serves as a band judge and instructor for middle and high school bands and participates as a casino-style dealer at charity fundraising events. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches tailored to client objectives.

Gregg Jehl is a CFP® with 33 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Jehl & Kreilach Financial Management, Cambridge Investment Research, Raymond James Financial Services, and Wells Fargo Investments. Jehl serves as a finance committee member on the board of Parkview Health Systems, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of financial planning and portfolio management options supported by research and technology tools.

Tony Choi is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Commonwealth Financial Network and Edward Jones. Choi holds a Series 66 designation and is based in Fort Wayne, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cindy Hoffman is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Hoffman serves on the board of directors for Oakwood Mutual, a property and casualty insurance company in Indiana, and is also a director of the Heartbeat of Hoagland Foundation, a nonprofit supporting heart transplant recipients. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account programs while keeping these services distinct.

Spencer Whitcomb is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. from 2009 to 2018. Based in Fort Wayne, IN, he focuses on institutional consulting services. J.P. Morgan Securities LLC provides institutional clients such as corporations, foundations, and defined contribution plan sponsors with asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.