Rachel Schenk is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Howard Bailey Financial, and Ash Brokerage. Raymond James & Associates 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Julian Robbins is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Sylvan Learning Center and Purdue University Fort Wayne. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Elizabeth Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. She holds Series 63 and Series 65 licenses and has recent experience working with organizations such as the Young Men's Christian Association of Dekalb County and Biggby Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing arrangement while maintaining separate service structures.

Joseph Miller is a financial advisor with Ameriprise in Roanoke, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities. Outside of his advisory role, Miller serves as a board member for Greater Fort Wayne Crime Stoppers and is involved in local homeowners association management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Trenton Clay is a financial advisor with Edward Jones in New Haven, IN. He holds a Series 66 designation and has been with Edward Jones since 2026. His prior work experience includes roles at Amazon, Star Bank, and SiteOne Landscape Supply. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Layne Vanstone is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with J.P. Morgan since 2015. 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 through a non-discretionary program. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Erik Haegeland is a financial advisor with Thrivent Investment Management based in Fort Wayne, IN. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at Thrivent Financial, OSAIC Wealth Inc, and Ambassador Wealth Management, as well as prior experience outside of finance. 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 analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Jaclyn Gilpin is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Cetera and previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she provides accounting services including bookkeeping and tax planning through Christen Souers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios or custom strategies.

Jason Dunn is a financial advisor at Charles Schwab & Co., Inc. in Fort Wayne, IN, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017, following a one-year tenure at The Cary Company. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Kreilach is a financial advisor with LPL Financial in Fort Wayne, Indiana, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at LPL Financial since 2023, following over 18 years at Cambridge Investment Research and over 21 years with Jehl & Kreilach Financial Management. Outside of advising, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services supported by research and multiple investment strategies.

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill, where he has served since 2019. In his dual role at the Fort Wayne branch, he acts both in a supervisory capacity as branch manager and as a financial advisor managing wealth for his clients. His approach to wealth management extends beyond investment planning to include banking, borrowing, liability management, risk management, and trust and estate planning services. He emphasizes understanding clients' needs to develop strategies aligned with their goals and values. Ian began his career in financial services in 2011 after graduating from Indiana University. He holds the Accredited Asset Management Specialist designation, the CERTIFIED FINANCIAL PLANNER certification, and the Personal Investment Advisor credential. He took on the leadership role as Resident Director of the Fort Wayne branch in 2020. Residing in Fort Wayne, Indiana, Ian lives with his wife, Karra, and two daughters. He is actively involved in his community as an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. Ian also participates in organizations such as Plymouth Congregational Church and supports local community initiatives.

Randy Chin is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for 25 years. Outside of his advisory role, he serves as a referee and coach for youth hockey with the McMillan Parks Department in Fort Wayne. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutions, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms and third-party managed-account solutions.

Carmen Hernandez is a financial advisor with Primerica Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Advisors since 2020 and also serves as an office manager for Janice McGraw. Outside of her advisory role, Carmen works as a Spanish translator. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Mark Etter is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved with Moore Wealth Management, a financial advisory practice. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Brian Nussbaum is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2015. Outside of his advisory role, he serves as treasurer for Emmanuel Christian School, managing financial operations and assisting with budgeting and fundraising efforts. He also volunteers as a food server for a local community organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.

David Herman is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent since 2007. 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, offering these services separately from portfolio management and without accepting discretionary trading authority.

Ryan Frick is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Group. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices.

Rebecca Berry is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors starting in 2011. Outside of her advisory work, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Jason Brown is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at UBS Financial Services and Benefit Plans Plus, LLC. Brown serves on the editorial committee for Plan Consultant Magazine, an ASPPA publication, where he contributes to discussions on retirement plan topics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on client risk profiles using a combination of in-house and third-party managers.

Alec Smith is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at STAR Financial Bank, Cambridge Investment Research Advisors, and LPL Financial. Outside of his advisory work, Smith serves as board president for Homebound Meals, a medically tailored meal delivery service, and holds leadership roles with the Anthony Wayne Rotary Club and Charitable Gift Planners of Northeast Indiana. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management services and investment program options, combining discretionary and non-discretionary authorities with multiple custodial relationships.