Davyd Jones is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for six years and Raymond James and Associates for two years. Jones is also involved with Akademeia Financial & Private Wealth Management. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides various investment management options supported by in-house and third-party research.

Jason Korner is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Wayne, IN. He has nine years of industry experience, including three years at CBRE, Inc., before joining Edward Jones in 2017. 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 and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a large nationwide network of advisors and branch offices.

John Nelson is a financial advisor with Edward Jones in Roanoke, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. He serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Emily Bush is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding Series 63 and Series 65 designations. She has 28 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Joshua Nix is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and 16 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of advisory work, he manages a weekly beach rental property in Avon, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its large retail advisor network and affiliated capabilities, including a trust company and proprietary mutual funds.

David Funk is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Cetera in Fort Wayne, IN, having joined the firm and its affiliate Cetera Wealth Services, LLC in 2025. He also serves as treasurer and board member of Black Pine Animal Park Sanctuary, a nonprofit exotic animal sanctuary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large national network of independent advisors. The firm serves individuals across wealth levels as well as retirement plans, corporate, charitable, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Steven Kucharski is a financial advisor at Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2014. Outside of his advisory role, he serves as a volunteer committee member of the Fort Wayne Sister Cities International finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Colin Zwiebel is a financial advisor with OSAIC in Fort Wayne, IN, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 10 years of industry experience, including a decade with Miller and Christian Asset Management. In addition to his advisory role, Zwiebel provides life insurance brokerage services through One Resource Group. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and platforms, managing accounts on discretionary and non-discretionary bases.

Lawrence Waite is a financial advisor with Primerica Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale 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 discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation handled by BNY Mellon Advisors.

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.