Ali Halilovic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years and has been associated with Three Rivers FCU for over two decades. 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 advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Leah Palladino is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she owns and operates Reliant Ops, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations primarily focused on tax-efficient withdrawal strategies and Social Security options. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benard Weibel is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at Infinex Investments, Wells Fargo Clearing, and Wells Fargo Bank, and has also worked at Purdue University Fort Wayne and Ivy Tech. Outside of his advisory work, he serves as a branch manager at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with a broad spectrum of financial services.

Jeffrey Whitmer is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Financial Engines Advisors L.L.C. since 2016 and prior experience at The Mutual Fund Store and related entities from 2002 to 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice across diverse portfolios and a range of investment products.

Joseph Goebel is a financial advisor with Raymond James & Associates in Ft. Wayne, IN, holding Series 63 and Series 65 designations and having 36 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Benjamin Simcox is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously operated under Simcox Financial Services. His background includes work outside the financial sector, including roles in traffic operations and concrete services in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Leonard Boniface Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He previously worked at Bank of America, N.A. and Merrill before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment advisor managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Lucas Salerno is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Lincoln Financial Advisors Corporation for nine years. Outside of his advisory role, he serves as vice president of the New Haven Football Boosters and is involved in several business ventures including ownership positions in FLEXEOS, Inc., Salerno Financial Planning LLC, TotChop LLC, and Trash Retrievers LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages a multi-billion dollar asset base.

Ronald Looney is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors since 2014. He is a partner in the Burton Vosmeier & Looney Financial Advisory Group, a support company based in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Gwendolyn Ruppert is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Ruppert serves as a finance and investment committee member for Four:10 Ministries, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning and investment consulting services supported by a broad range of portfolio management styles and affiliated research.

Gabriel Parrent is a Series 66-credentialed advisor with Thrivent Investment Management in Fort Wayne, IN. He has one year of industry experience and previously worked at The Kroger Co. and Greek’s Pizzeria. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services as standalone engagements or combined with managed accounts through a consolidated billing option, focusing on thorough planning rather than portfolio management for institutional clients.

Matthew Reynolds is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing and consulting for several business ventures related to practice operations and financial planning. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Michelle Gaskill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following seven years at Wells Fargo Advisors. Gaskill is also an associate and licensed financial advisor at Reynolds Wealth Management in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs, including municipal and retirement plan advisory services.

Marc Chamberlin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Edward Jones for 16 years. Outside of his advisory work, he is involved in managing farmland leases and agricultural properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Tonja Rutsey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at Raymond James & Associates and Applied Maintenance Supplies and Solutions. Rutsey also serves as an Associate Financial Advisor at CPM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Watercutter is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 29 years. He is also the owner of Watercutter Financial Services LLC, a securities business. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Matthew Paonessa is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Steven Waggoner is a financial advisor with UBS Financial Services in Fort Wayne, IN, holding a Series 63 designation and with 34 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he serves on the committee for Concordia Lutheran High School’s annual auction, assisting with organization and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeremy Swonger is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Advisors since 2016. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Derek Sebastian is a financial advisor with LPL Financial based in Fort Wayne, IN. He holds Series 63 and Series 65 registrations and has eight years of industry experience, including roles at Infinex Investments, Flagstar Bank, and Wells Fargo. He currently serves as a Senior Registered Relationship Banker at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors across discretionary and non-discretionary approaches.