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.

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.

Kevin Thompson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2025, he spent 15 years with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, he has operated a package delivery service with Amazon Flex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and governmental entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Pamela Ridenour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Outside of her advisory role, she serves as a co-guardian for her sister and holds power of attorney for her brother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, and it includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Carrie Lamb is a financial advisor at Edward Jones in Fort Wayne, IN, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Iqvia for five years. Outside of her advisory role, she coaches in the health and wellness sector and operates a blog focused on overcoming trauma, mental health, goal setting, and habits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Lee Morris is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Edward Jones for four years and at Wabash Electric Supply Co for three years. He is also associated with CPM Group as an Associate Financial Advisor, managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Jason Arp is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. He holds a Series 66 designation and has professional experience spanning roles at Thrivent Financial and the City of Fort Wayne, as well as running his own company for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and an option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Robert Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior firms include Voya Financial Advisors, Lincoln Investment, Legend Equities Corporation, and PRUCO Securities. Outside of advisory work, he is licensed as a life and health insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Eric Frappier is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities and Raymond James and Associates. He is based in Fort Wayne, Indiana. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Douglas Shepler is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. His prior experience includes over two decades at LPL Financial and two years at Robert Baird & Co. Outside of his advisory role, he is involved as a financial professional with Bippus State Bank and provides investment advice and financial planning through BSB Investments. Cetera Investment Advisers LLC is an SEC-registered firm servicing a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services, supporting multiple program structures and investment strategies across a large national network of advisors.

Megan Wolfe is a financial advisor with OSAIC holding a Series 66 credential and three years of industry experience. She has worked at several firms including LPL Financial and Private Advisor Group. Outside of advisory work, she serves as a notary and is the executor of an estate. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Nick James is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at State Farm and First Church of Christ. 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 supports its clients through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Shawn Sullivan is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors in Fort Wayne, IN since 2023. His prior experience includes roles at Wells Fargo Clearing and the U.S. Air Force. He is involved in other financial practices, holding ownership in two firms, Optare Financial Partners LLC and McSullivan Practice LLC. 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, offering a broad range of planning solutions tailored to clients meeting certain net-worth thresholds.

Adelaide Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, she held roles in academic institutions including Kentucky Wesleyan College, the University of Nebraska-Lincoln, and the University of Notre Dame. She volunteers with the Foundation for Financial Planning and the Medical Society of Virginia Foundation, providing pro-bono financial planning and educational sessions for medical students and residents. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors to deliver personalized recommendations focused on income sources and tax-aware withdrawal strategies.

Tracie Luley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as Secretary on the Board of Directors for Specialty Tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient income strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Wall is a financial advisor at Edward Jones in Fort Wayne, IN, with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nole Harris is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing 11 years of industry experience. Before joining Edward Jones in 2022, he worked at several firms including Raymond James Financial Services Advisors, Charles Schwab, CX Institutional, LPL Financial, and Wells Fargo Clearing. Outside of his advisory role, he serves as an unpaid assistant soccer coach at Canterbury High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.